The RBC Direct Investing Donation of Securities to a Charitable Organization Form allows account holders to donate eligible securities from their RBC Direct Investing account directly to a registered charitable organization. This form is used to transfer shares, mutual funds, or other securities as a charitable contribution instead of donating cash. It requires details such … Read more

The RBC Direct Investing Book Cost Update Form is used to update or correct the book cost information for securities held in an RBC Direct Investing account. Investors must provide details such as the security description, total quantity, average unit cost, total book cost, currency, and the date of purchase or transfer. Supporting documents like … Read more

The RBC Direct Investing Personal Pre-Authorized Contribution Form allows investors to set up automatic contributions to their registered investment accounts such as RRSP, TFSA, RESP, or FHSA. This form enables account holders to schedule regular deposits from their bank account on a weekly, semi-monthly, monthly, or quarterly basis. It requires information such as the RBC … Read more

The RBC Direct Investing or RBC Dominion Securities Payroll Deduction and Spousal Allocation Form is used to authorize payroll deductions that contribute directly to an investment plan such as a Group RRSP or non-registered group investment account. This form allows employees to instruct their employer to deduct a specified amount or percentage from their salary … Read more

The Registered Education Savings Plan (RESP) Transfer Form – Subscriber Request is used to transfer funds and investments from one RESP account to another RESP promoter. This form allows subscribers to request either a full or partial transfer while maintaining eligibility for education savings grants such as the Canada Education Savings Grant (CESG) and Canada … Read more

The RBC Direct Investing Transfer Authorization – Non-Personal Investment Accounts Form is used to request the transfer of investments from a non-personal account such as a corporate, trust, or organizational investment account. This form allows account holders to authorize the transfer of assets from another financial institution to an RBC Direct Investing account. It requires … Read more

The RBC Direct Investing Letter of Authorization to Transfer Security to a Non-Registered Account Form is used to transfer securities held in the Direct Registration System (DRS) directly from a transfer agent into an RBC Direct Investing non-registered account. This form requires client details, receiving account information, delivering institution details, and the security information including … Read more

The Québec Education Savings Incentive (QESI) Transfer Between Registered Education Savings Plans (RESP) Form is used to transfer education savings between RESP accounts while maintaining eligibility for the Québec Education Savings Incentive. This form collects information about the subscriber, beneficiaries, and the details of the RESP plans involved in the transfer. It ensures that the … Read more

The Canada Revenue Agency Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3 Form is used to transfer funds directly from a Deferred Profit Sharing Plan (DPSP) or Registered Pension Plan (RPP) to another eligible registered retirement plan. This form helps individuals move pension-related funds into plans such as an RRSP, RRIF, … Read more