Get Canada Ia Financial Group F17a-1 2023-2025

Filling out the Canada IA Financial Group F17A-1 form online is a straightforward process. This guide will help you understand each section and provide step-by-step instructions to ensure a smooth completion of your application.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. Begin with Section 1, where you will indicate the type of contract. Choose between holding it in the client’s name, a nominee account, or an intermediary account, and fill in the required details.
3. In Section 2, select the type of registration applicable for your contract, typically indicating whether it is a Tax-Free Savings Account (TFSA).
4. Section 3 requires entering the holder's details. Fill out their first and last name, Social Insurance Number (SIN), date of birth, gender, and contact information, including email and telephone numbers.
5. For Section 4, you need to identify the life insurance agent involved. Input the agency name, code, and details of the primary and secondary agents, if applicable.
6. In Section 5, list the beneficiaries, ensuring to provide first name, last name, date of birth, type of designation (revocable or irrevocable), percentage allocation, gender, and their relationship to the annuitant for each beneficiary.
7. Section 6 allows you to designate a successor annuitant. Enter their full name, date of birth, and relationship to the annuitant.
8. Continue to Section 8 and provide your investment instructions. Specify the investment amounts and types, ensuring you include any required transfer information.
9. Complete Section 13 to set up a Pre-Authorized Debit (PAD) if applicable. Include the bank account details and frequency of withdrawals.
10. Review and complete the statement/signature section, confirming that all information is accurate. Ensure you sign and date the application.
11. Finally, save your changes, and you can then download, print, or share your completed form as needed.

Complete your Canada IA Financial Group F17A-1 form online today for a hassle-free application process.