Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the branch contact's first and last name, as well as their telephone number, ensuring accuracy for future communication.
3. Provide the CIBC Investor Services Inc. account numbers and corresponding client names for up to five accounts. This information is essential for proper identification of your accounts.
4. Complete the bank account information section. This includes the name of the financial institution, account type (individual, joint, or business), account number, institution number, and transit number for both Canadian and US dollar currencies.
5. Review the authorization section, ensuring you understand that this will replace any existing authorizations for debiting non-CIBC accounts of the same currency.
6. Sign and date the form. If you are a joint account holder, ensure all signatures are provided.
7. Prepare to submit your form. You will need to include a personalized VOID cheque or a recent bank account statement reflecting all account holders' names and addresses.
8. Submit your completed form by scanning it and sending it as a reply to the secure email you received, or by dropping it off at your local CIBC Banking Centre, or mailing it to the provided address.

Complete your documents online now for a seamless banking experience.