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TD Asset Management Transfer Authorization for …

593986 (0711)TDAssetManagementTransfer Authorizationfor registered InvestmentsTD Mutual Funds are managed by TD Asset Management Inc. (TDAM), a wholly owned subsidiary of The Toronto-Dominion for RSP, Spousal RSP, LIRA, LRSP, RLSP, RIF, Spousal RIF, LIF, LRIF, PRIF, RLIF and TFSA accounts. (For RESP accounts, use the registered EducationSavings Plan [RESP] Transfer Form.)Please note: The data entered on this form may be scanned and stored electronically. Please print neatly in the spaces provided to ensure completeness, accuracy and machine Client IdentificationAddressStreetCityProvinceP ostal CodeHome Telephone NumberAccount Holder's NameTD Mutual Funds is a trade-mark of The Toronto-Dominion Bank, TDAM is a licensed Plan:TNoBusiness Telephone Number2. Receiving Institution InformationRepresentative NameSocial Insurance NumberRepresentative NumberDealer NameBusiness Telephone NumberBusiness Fax NumberMake cheques payable to:TD Mutual FundsMail to:TD Mutual Funds, C/O Mutual Fund Operations, 77 Bloor Street West, 6th Floor, Toronto, ON M5S 1M2*Use dollar ($) amount only if exact proceeds of Transfer are Account NumberClient Account Number**For Use By Relinquishing InstitutionTYesIn CashRegistered Type:TRSPTLIRATLRSPTRLSPTRIF:TQualifiedT Non QualifiedTLIFTLRIFTPRIFTRLIFTTFSATO therJurisdiction: Locked-In A

593986 (0711) TD Asset Management Transfer Authorization for Registered Investments TDMutualFundsaremanagedbyTDAssetManagementInc.(TDAM ...

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Transcription of TD Asset Management Transfer Authorization for …

1 593986 (0711)TDAssetManagementTransfer Authorizationfor registered InvestmentsTD Mutual Funds are managed by TD Asset Management Inc. (TDAM), a wholly owned subsidiary of The Toronto-Dominion for RSP, Spousal RSP, LIRA, LRSP, RLSP, RIF, Spousal RIF, LIF, LRIF, PRIF, RLIF and TFSA accounts. (For RESP accounts, use the registered EducationSavings Plan [RESP] Transfer Form.)Please note: The data entered on this form may be scanned and stored electronically. Please print neatly in the spaces provided to ensure completeness, accuracy and machine Client IdentificationAddressStreetCityProvinceP ostal CodeHome Telephone NumberAccount Holder's NameTD Mutual Funds is a trade-mark of The Toronto-Dominion Bank, TDAM is a licensed Plan:TNoBusiness Telephone Number2. Receiving Institution InformationRepresentative NameSocial Insurance NumberRepresentative NumberDealer NameBusiness Telephone NumberBusiness Fax NumberMake cheques payable to:TD Mutual FundsMail to:TD Mutual Funds, C/O Mutual Fund Operations, 77 Bloor Street West, 6th Floor, Toronto, ON M5S 1M2*Use dollar ($) amount only if exact proceeds of Transfer are Account NumberClient Account Number**For Use By Relinquishing InstitutionTYesIn CashRegistered Type:TRSPTLIRATLRSPTRLSPTRIF:TQualifiedT Non QualifiedTLIFTLRIFTPRIFTRLIFTTFSATO therJurisdiction: Locked-In Accounts LegislationLocked-In Funds TProvincial - Jurisdiction Partial - See list belowor attached listAddressStreetCityProvincePostal CodeAll as is(in Kind)Relinquishing Institution NameGroup Plan Number (if applicable)Client Account NumberTransfer.

2 (check one box only)AllincashMM/DD/YYYYP lease refer to statement in bold in Client Authorization section KindSymbol and/or Certificate Number or Policy NumberInvestment AmountInvestment DescriptionIn CashDollarsShares/UnitMM/DD/YYYYD elay Delivery UntilDelay Delivery UntilIn KindLast NameFirst NameInitial(s)Symbol and/or Certificate Number or Policy NumberInvestment AmountInvestment DescriptionDollarsShares/UnitOROR3. Client Direction to Relinquishing Institution4. Client AuthorizationI hereby request the Transfer of my accountand its investments as described cancel all open orders ( , etc.) for my account(s) on your I have requested a Transfer in cash, I authorize the liquidation of allor part of my investments and agree to pay any applicable fees, charges or Holder's Signature5. For Use By Relinquishing Institution OnlyORORORORORORD ealer NumberSpousal Plan:TNoIn CashContributor's Name$Social Insurance NumberLast NameFirst NameInitial(s)Copy 1: Delivering Institution Copy 2: Head Office Transfer Dept.

3 Copy 3: Client Copy 4: Dealer CopyTFederal T2033 FormShares/UnitIn KindSymbol and/or Certificate Number or Policy NumberInvestment AmountInvestment DescriptionDollarsORMM/DD/YYYYSend completed forms to:TD Mutual Funds, C/O Mutual Fund Operations,77 Bloor Street West, 6th Floor, Toronto, ON M5S 1M2 Toll Free: 1-800-588-8054 OROR**If new account to be opened, please attach a TD Mutual Funds Application - if yes, completecontributor information:ORFax NumberMM/DD/YYYYT elephone NumberContact NameAuthorized SignatureDateLast NameFirst NameInitial(s)MM/DD/YYYYDateMM/DD/YYYYS ignature of irrevocable beneficiary(if applicable):I consent to the Transfer of the NameFundNumberAllocationAmount ($ or %)Fund/PortfolioNumberISC = Initial Sales Charge DSC = Deferred Sales Charge LSC = Low Sales Charge LSC2 = Low sales Charge 2 All assets , but mixed in Cash and as is(in Kind), see list below or attached listDelay Delivery UntilJurisdiction: Locked-In Accounts LegislationTProvincial - JurisdictionTFederalCommission Rebate InstructionsInvestment Instructions (Not applicable for In Kind transfers):Gross $ Amountor %Fund/Portfolio NameISC DSCS alesCharge %LSC LSC2 registered Type:TRSPTLIRATLRSPTRLSPTRIF:TQualifiedT Non QualifiedTLIFTLRIFTPRIFTRLIFTTFSATO ther


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