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Transfer authorization for registered investments PART 1 CLIENT IDENTIFICATION Account/policyholder last nameFirst name & initial(s)AddressPostal codeSocial Insurance NumberHome telephone number()PART
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How to fill out first name initials

01
Identify the first name of the individual.
02
Take the first letter of the first name.
03
Ensure that the initial is in uppercase (e.g., 'J' for 'John').
04
If needed, include any middle initials by following the same steps for the middle name.
05
Combine the initials if using multiple (e.g., 'J.D.' for 'John Doe').

Who needs first name initials?

01
Individuals filling out forms that require identification.
02
Employers needing to distinguish between employees with similar names.
03
Educational institutions for student records.
04
Legal documents that require identification of parties.
05
Any official paperwork where initials serve as a substitute for the full name.
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First name initials refer to the first letters of a person's first and middle names, typically used to identify individuals in forms or documents.
Individuals or entities that are required to submit forms or documents that necessitate personal identification, such as tax filings or official paperwork, must provide their first name initials.
To fill out first name initials, write the first letter of your first name followed by the first letter of your middle name (if applicable), typically followed by a period. For example, John A. Doe would have the initials J.A.
The purpose of first name initials is to provide a concise method of identifying individuals without having to spell out their full names, making documents shorter and easier to read.
Typically, the initials of the individual’s first name and middle name (if applicable) must be reported where specified on forms or documents requiring identification.
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