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7757-2011/03 Page 1 of 2 Self-Directed RRIF/LIF/Restricted LIF Payment Change Request CIBC Investor Services Inc. Customer Section must be fully completed Customer s Surname Home Address Apt. Date mm/dd/yyyy Customer s Signature Where to send this completed form Mail form to Plan Accounts Department 161 Bay Street PO Box 500 BCE Place 4th Floor Toronto ON M5J 2S8 Customer s Responsibility It is your responsibility to ensure there is sufficient cash in the Self-Directed RRIF/LIF/Restricted LIF...
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What is self directed rrif form?
Self directed RRIF form is a form that allows individuals to make their own investment decisions within their Registered Retirement Income Fund (RRIF) account.
Who is required to file self directed rrif form?
Individuals who have a self directed RRIF account are required to file the self directed RRIF form.
How to fill out self directed rrif form?
To fill out the self directed RRIF form, individuals need to provide their personal information, including their name, address, and social insurance number. They also need to indicate their investment choices and asset allocation within the RRIF account.
What is the purpose of self directed rrif form?
The purpose of the self directed RRIF form is to give individuals control over their investment decisions within their RRIF account, allowing them to tailor their investment strategy according to their financial goals and risk tolerance.
What information must be reported on self directed rrif form?
The self directed RRIF form requires individuals to report their personal information, such as name and address, as well as their investment choices, including the types of assets held within the RRIF account and their allocation.
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