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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