Get Canada Cibc 8021 2020-2026

The Canada CIBC 8021 form is essential for transferring non-registered investments. This guide will provide clear, step-by-step instructions to help users navigate the online form efficiently.

Follow the steps to successfully complete the Canada CIBC 8021 form.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by filling in the mandatory fields marked with an asterisk (*), such as account type (individual, joint, partnership, etc.) and name of account holder. Ensure the information is accurate, including the social insurance number and date of birth.
3. Provide your contact information, including address, city, province/territory, and postal code, along with your telephone number. If applicable, complete the same for any joint account holders.
4. In the receiving institution information section, select CIBC Account Transfers Department and provide the account number at the receiving institution along with the currency type (CAD or USD).
5. Next, fill out the delivering institution information. Include the account number, full name, address, and contact details of the delivering institution.
6. Select the transfer type from the options provided (e.g., all in-kind, all in-cash, or partial). Provide details if necessary for any specific investment transfers.
7. Review the client authorization section carefully. Sign and date the form where indicated. If there is a joint account holder, ensure they sign as well.
8. Finally, save changes to the form. You may then download, print, or share the completed document as needed.

Complete your Canada CIBC 8021 document online today for a seamless transfer experience.