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The document is a BMO Mutual Funds RDSP (Registered Disability Savings Plan) Redemption Form, which outlines the necessary information and procedures for redeeming funds from an RDSP account. It includes sections for investor information, types of redemptions (one-time payments or systematic withdrawals), payment methods, and important conditions regarding Disability Assistance Payments (DAP) and Lifetime Disability Assistance Payments (LDAP). The form emphasizes the implications of withdrawals on government grants and bonds, as well as the requirement for repayments to Employment and Social Development Canada (ESDC) under certain conditions.

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Click ‘Get Form’ to open the Fax: Toll-free: 1-800-200-2497 document in the editor.
Begin by entering your investor information. Fill in the Subscriber’s Last Name and First Name, along with Joint Subscriber details if applicable. Ensure all mandatory fields are completed.
For RDSP redemption, check the appropriate box regarding account termination and select the type of redemption you wish to process. Be sure to read any notes regarding potential repayments.
If opting for a one-time payment, complete Section 3 by listing the Fund Names, Fund Numbers, and corresponding Dollar or Unit Amounts for each fund you wish to redeem.
For systematic withdrawals, navigate to Section 4 and specify your preferences for frequency and amounts. Ensure you provide accurate bank account information in Section 5 for EFT payments.
Finally, review all entries for accuracy before signing in Section 6. Make sure that all signatures are affixed where required.

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How to send bank transfer BMO?

Start by signing in to BMO Online Banking and: Click Pay Transfer. Select Account transfers. Choose the From and To accounts, and enter the amount, and currency youd like to transfer.

How do I contact BMO InvestorLine customer service?

If you continue to experience problems, please chat with a Specialist from 8 a.m. to 8 p.m. ET. on the BMO Invest App or BMO InvestorLine website or speak with an Investment Specialist at 1-888-776-6886 North America (Toll-Free) or 1-416-355-8366 International (Collect call), 8 a.m. to 6 p.m. ET, Monday to Friday.

What is the phone number for BMO transfer?

You can use BMO Bank by Phone automated services for around-the-clock access to your accounts. Check your balance, transfer between accounts, review transactions and more. Its as easy as dialing 1-888-340-2265. For personal credit card assistance, please call 1-855-825-9237.

What is the fax number for BMO transfer out department?

250 Yonge St., 8th Floor Toronto, ON M5B 2M8 Telephone: 1-855-639-3867 Fax: 1-855-747-5613 Email: documents.bmolifegif@bmo.com (Email only available for TLS approved partners.

How to contact BMO overseas?

1-888-340-2265 (7 a.m. to 11 p.m. CT Monday to Friday and 8 a.m. to 10 p.m. on Saturdays and Sundays). 1-847-238-2265 (outside the U.S.) BMO Digital Banking password resets, reporting lost/stolen debit cards and debit card activations can be done 24 hours a day.

Fax: Toll-free: 1-800-200-2497-2025

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