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Limited authorization 2026

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The document is a Limited Authorization form for mutual fund accounts, allowing investors to authorize a dealer to execute transactions on their behalf, including purchases, switches, and redemptions. It outlines the responsibilities of both the investors and the dealer, specifies conditions under which the authorization can be revoked, and includes provisions regarding fees and commissions. The form is applicable to both individual and joint accounts.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section A, Investor/s Information. Enter the names of all investors and their optional Social Insurance Numbers (S.I.N.) for identification purposes.
In Section B, Investor/s Authorization, clearly specify the name of the Dealer authorized to act on your behalf. Ensure you understand that this authorization allows them to execute transactions like purchases and redemptions as per your instructions.
Review the expiration conditions outlined in Section C. This section details when the authorization will cease, such as upon receipt of a revocation notice.
Complete Section D by signing and dating where indicated. If applicable, include a witness signature and guarantee.
Finally, ensure all information is accurate before submitting your completed form through our platform for processing.

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Versions	Form popularity	Fillable & printable
2013	4.8 Satisfied (176 Votes)

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