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Transfer Authorization for Registered Investments (Retirement Savings Plan (RSP), Locked In Retirement Account (LIRA), Locked In Retirement Savings Plan (LSP), Retirement Income Fund (RIF), Three
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How to fill out registered investments transfer authorization

01
To fill out a Registered Investments Transfer Authorization, follow these steps:
02
Start by downloading the form from the relevant financial institution or brokerage firm's website.
03
Read the instructions and requirements provided on the form carefully.
04
Fill in your personal information, including your name, address, and contact details.
05
Provide your account details for both the transferring institution and the receiving institution.
06
Specify the types of investments you wish to transfer, such as RRSP, TFSA, or RRIF.
07
Indicate the transfer amount or percentage for each investment type.
08
Sign the form and date it.
09
If required, attach any supporting documentation requested on the form, such as a copy of your identification or account statements.
10
Submit the completed form to the transferring institution for further processing.
11
Keep a copy of the filled-out form for your records.

Who needs registered investments transfer authorization?

01
Registered Investments Transfer Authorization is needed by individuals who want to transfer their registered investments, such as Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), or Registered Retirement Income Fund (RRIF), from one financial institution or brokerage firm to another.
02
This authorization is useful when you decide to change your investment provider, consolidate your investments, or take advantage of better investment opportunities offered by another institution.
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Registered investments transfer authorization is a form that allows the transfer of registered investments between accounts.
Anyone who wants to transfer registered investments between accounts is required to file the authorization form.
The form can be filled out by providing personal information, account details, and details of the registered investments being transferred.
The purpose of the form is to ensure that the transfer of registered investments between accounts is done securely and accurately.
Information such as account numbers, investment details, and signatures of both parties involved in the transfer must be reported on the form.
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