Transcription of Financial Service Form - ivari
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Financial Service Form - ivari
1IP416 3/20 500-5000 Yonge Street Toronto, ON M2N 7J8 Service form for all PolicyholdersIn this form , the terms you , your and owner refer to the person who has policyholder s rights under the term we refers to Contract Details THIS SECTION MUST BE COMPLETED IN FULLName of Owner Policy NumberSocial Insurance Number Joint Owner s Name (if applicable)Irrevocable Beneficiary s Name (if applicable) Annuitant s Name (if other than Owner)2 Plan Type Non-Registered TFSA LRSP/LIRA/RLSP RSP/Spousal RSP RIF/LIF/PRIF/LRIF/RLIF 3 Surrenders/Transfers-out Please complete section 6 with surrender allocation instructions.
Financial Service Form (for Existing Policyholders only) In this form, the terms “you”, “your” and “owner” referto the person who has policyholder’s rights under the contract.
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