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. Full Partial Maturity Benefit Value Maturity Top up only $ Gross Net Maturity Date: (DD/MM/YYYY) (instructions to be processed on this date if rec d prior to) Cheque sent to address on file Cheque sent to Distributor/Broker EFT PRE-PRINTED PERSONALIZED VOID CHEQUE REQUIRED.
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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