Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only - CIBC Investor Services Inc 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Branch Contact's First and Last Name along with their Telephone Number. This information is crucial for communication regarding your transfer.
3. Fill in the CIBC Investor Services Inc. Account Numbers and corresponding Client Names for each account you wish to link. Ensure accuracy to avoid processing delays.
4. Complete the Bank Account Information section, specifying whether the account is Individual, Joint, or Business. Provide the Financial Institution Name, Account Number, Institution Number, and Transit Number as required.
5. Review the Authorization to Debit/Credit section carefully. Acknowledge any risks associated with borrowing funds for securities purchases if applicable.
6. Sign and date the form at the bottom. If it's a Joint Account, ensure all account holders sign as well.
7. Submit your completed form along with a personalized VOID Cheque or bank statement via secure email or at your local CIBC Banking Centre.

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