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VERSION DATE: January 2014 Tax free savings ACCOUNT APPLICATION FORM MUTUAL FUNDS Send signed application to: Empire Life Investments Inc. c×o 1005900 Ontario Street Mississauga ON L5R 0E8 Customer
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How to fill out a tax-savings account application:

01
Begin by gathering all necessary documents and information, including your identification, Social Security number, and proof of eligibility for opening a tax-savings account.
02
Carefully read through the application form to ensure you understand all the instructions and requirements.
03
Fill out the personal information section accurately and completely. Double-check that you have provided your correct contact details.
04
Provide any required financial information, such as your annual income or employment details.
05
If applicable, indicate any additional individuals or beneficiaries associated with the account.
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Review your application form for any errors or missing information before submitting it.
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Sign and date the application form.
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Attach any supporting documents required, such as a copy of your identification or proof of eligibility.
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Submit the completed application form and supporting documents through the designated method, such as mailing it or submitting it online.

Who needs a tax-savings account application:

01
Individuals who want to take advantage of tax-saving opportunities provided by their respective tax systems.
02
Those who are eligible to contribute to tax-advantaged accounts, such as retirement savings accounts or college savings plans, may need to fill out a tax-savings account application.
03
People who want to save for specific purposes while minimizing their tax liability may also require a tax-savings account application.
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A tax-savings account application is a form used to apply for tax benefits related to savings accounts.
Individuals who want to take advantage of tax benefits related to savings accounts are required to file a tax-savings account application.
To fill out a tax-savings account application, you will need to provide information about your savings account and any contributions made.
The purpose of a tax-savings account application is to claim tax benefits associated with saving money in a designated account.
Information such as account details, contributions made, and any withdrawals or transfers must be reported on a tax-savings account application.
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