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Transfer Authorization for Registered and Non-registered Investments (RESP, LIRA, LSP, RIF, LEIF, IF, RIF, LSP, PRI, FSA, Non-registered) This form can be used for transferring the registered plans

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What is ia clarington transfer form?

IA Clarington transfer form is a document that allows clients to transfer their investments or assets from one account to another within IA Clarington or to another financial institution.

Who is required to file ia clarington transfer form?

Any client who wishes to transfer their investments or assets within IA Clarington or to another financial institution is required to file the IA Clarington transfer form.

How to fill out ia clarington transfer form?

To fill out the IA Clarington transfer form, clients need to provide their personal information, account details, and specify the investments or assets they wish to transfer. They may also need to provide additional documentation depending on the type of transfer.

What is the purpose of ia clarington transfer form?

The purpose of the IA Clarington transfer form is to facilitate the transfer of investments or assets between accounts or financial institutions, allowing clients to manage their investments more effectively and efficiently.

What information must be reported on ia clarington transfer form?

The IA Clarington transfer form typically requires clients to provide their name, contact details, account information, details of the investments or assets being transferred, and any additional documentation as necessary.

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