The RBC Direct Investing Family Registered Education Savings Plan (RESP) – Request to Add a Beneficiary Form is used to add one or more beneficiaries to an existing RESP family plan account. This form allows subscribers to provide beneficiary details such as name, date of birth, Social Insurance Number, and relationship to the subscriber. It … Read more

The RBC Direct Investing Tax-Free Savings Account (TFSA) Multiple Beneficiary Designation Form is used to add or update beneficiaries for a TFSA account. This form allows account holders to designate multiple beneficiaries and specify the percentage of entitlement for each individual. It helps ensure that TFSA assets are distributed according to the account holder’s wishes … Read more

The RBC Direct Investing TFSA Beneficiary Designation Form (Standard with Contingent Options) is used to add or update beneficiary details for a Tax-Free Savings Account. This form allows account holders to designate a successor holder or beneficiary who will receive the TFSA assets according to the account holder’s instructions. It also provides options for contingent … Read more

The RBC Direct Investing Multiple Beneficiary Designation Form is used to designate or update multiple beneficiaries for registered retirement plans such as RRSP, RRIF, LIF, PRIF, LIRA, LRIF, RLIF, or RLSP. This form allows the annuitant to list several beneficiaries and assign a specific percentage of entitlement to each individual. It ensures that the retirement … Read more

The RBC Direct Investing Beneficiary Designation Form (Standard with Contingent Options) is used to designate or update beneficiaries for registered retirement plans such as RRSP, RRIF, LIF, PRIF, LIRA, LRIF, RLIF, and RLSP. This form allows the account holder to name a primary beneficiary or successor annuitant and also include contingent beneficiaries if the primary … Read more

The RBC Direct Investing Trading Authorization – Supplemental Form is used to authorize an individual to trade or manage transactions on behalf of an account holder. This form collects important details about the appointed trading representative, including their contact information, role, and relationship with the account holder. It is typically required when granting trading authority … Read more

The RBC Direct Investing Trading Authorization Form allows an account holder to appoint another individual as a trading authority to manage transactions on their investment account. By completing this form, the authorized person can place trades, buy or sell securities, and manage investments on behalf of the account holder according to RBC Direct Investing’s account … Read more

The RBC Direct Investing Full Force Authorization Form is used to confirm that an existing General Power of Attorney remains valid and has not been revoked. This document allows the appointed attorney to continue acting on behalf of the account holder for matters related to their RBC Direct Investing account. Both the client and the … Read more

The RBC Direct Investing Continuing Power of Attorney – Confirmation Letter is used to confirm that an existing Power of Attorney or Protection Mandate remains valid and active. This form verifies that the grantor is still alive, the authorization has not been revoked or amended, and the appointed attorney or mandatary is authorized to act … Read more

The RBC Direct Investing Personal Guarantee Form is used when an individual agrees to personally guarantee the debts or financial obligations of a corporation with RBC Direct Investing. By completing this form, the guarantor accepts responsibility for the corporation’s liabilities associated with its investment or trading accounts. This document outlines the terms of the guarantee, … Read more