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Registered Account Transfer Authorization 1. Client Information Account Holder Surname Given Names Social Insurance Number Mailing Address Province Date of Birth (mm×dd/YYY) City Postal Code Home

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What is registered account transfer authorization?

Registered account transfer authorization is a form used to transfer ownership of registered accounts, such as retirement accounts, from one individual to another.

Who is required to file registered account transfer authorization?

The individual who is transferring ownership of the registered account is required to file the transfer authorization form.

How to fill out registered account transfer authorization?

You can fill out the registered account transfer authorization form by providing information about the account being transferred, both the current and new account holders, and any necessary signatures.

What is the purpose of registered account transfer authorization?

The purpose of registered account transfer authorization is to legally transfer ownership of registered accounts while ensuring all necessary information is properly documented.

What information must be reported on registered account transfer authorization?

Information such as account details, current and new account holder information, signatures, and any additional documentation needed for the transfer must be reported on the transfer authorization form.

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