Follow the steps to complete your transfer authorization form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the 'Client Information' section. Enter your first name, last name, address, apartment number, city, province, home phone number, postal code, business phone number, and social insurance number clearly.
3. Proceed to the 'Receiving Institution Information' section. Input HSBC InvestDirect's details, including the FINS, DTC, dealer number, CUID, and FEDWIRE information, ensuring accuracy.
4. In the 'Client Direction to Delivering Institution' section, provide the delivering institution's name and address. Specify the receiving account number and the currency of the account.
5. Choose the transfer type by checking one box only for your asset transfer instruction. Options include: 'All in Kind', 'All in cash', 'Cash balance only at date of transfer by delivering institution', or 'Partial'. Complete the investment details below if you select 'Partial'.
6. If you selected a partial transfer, list each investment's amount, description, symbol, or certificate number and policy number as needed.
7. Move to the 'Client Authorization' section. Read the disclosure on the reverse side carefully. Sign and date the form to authorize the transfer. If applicable, a joint account holder must also provide their signature and date.
8. Finally, review all entered information for completeness and accuracy. Save changes, and then download, print, or share the completed form as needed.

Complete your transfer authorization form online today to ensure a smooth transition of your registered investments.