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 the number of shares and CUSIP/ISIN. It also confirms that proper tax forms such as W-8 or W-9 have been submitted to the transfer agent when required. You can download the Letter of Authorization to Transfer Security form in PDF format to request the transfer of DRS-held securities to your RBC Direct Investing account.
Source: https://www.rbcdirectinvesting.com/
Royal Bank of Canada
File Type: PDF
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[MBA in Finance]
Nazim Khan is an expert in Microsoft Excel. He teaches people how to use it better. He has been doing this for more than ten years. He is running this website (TechGuruPlus.com) and a YouTube channel called "Business Excel" since 2016. He shares useful tips from his own experiences to help others improve their Excel skills and careers.
