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- 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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