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- Click ‘Get Form’ to open the f tfsa tax sentry in the editor.
- Indicate whether this is a new or existing account by selecting the appropriate option. Choose your language preference for client statements.
- Fill in the holder’s name, address, and date of birth. Ensure to include your Social Insurance Number as it is required.
- Select the nature of your contribution from options like 'New purchase' or 'Transfer in cash'. Provide investment instructions and fund codes as necessary.
- Choose optional account features such as Pre-Authorized Chequing Plan or Systematic Withdrawal Plan, and provide relevant banking information if applicable.
- Sign the application form to confirm your investment intentions and ensure all provided information is accurate.
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