Rbc direct investing transfer form

To transfer your account between institutions, please complete a Transfer Authorization form and submit it to the institution receiving the transfer. The receiving institution will review the documents for accuracy and coordinate the transfer with the delivering institution. You can download a transfer form for registered and non-registered accounts or pick one up at a local RBC Royal Bank branch.

Download a Transfer Authorization form:

• In cash - All securities indicated will be redeemed by the delivering institution and a cash value will be forwarded to the receiving institution, usually in the form of a cheque.
• In kind - All securities indicated will be transferred "as is"; your holdings at the delivering institution will be transferred exactly as they are currently held, including cash balances.

• Full name, address, phone number, and SIN number
• Delivering institution name and address
• Receiving institution name and address
• Method of transfer: specify all property or a partial amount (partial amount must be specified in detail) and whether the transfer should be in cash or in kind
• Date and signature of account holder at the delivering institution

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