Letter of direction template rbc 2026

1. Click ‘Get Form’ to open the letter of direction template in the editor.
2. Begin by filling out the Client Information section. Enter your first name, last name, current address, city, province/state, and phone numbers (home and business). Ensure all details are accurate for smooth processing.
3. In the Receiving Institution section, input 'RBC Direct Investing Inc.' along with the complete address. Don't forget to specify the currency and your account number for proper crediting.
4. Next, provide details in the Client Direction to Delivering Institution section. Fill in the delivering institution's name and address, including contact information such as phone number and email.
5. For the Unrestricted Security section, list the security name, holder account number, number of shares to be transferred, and CUSIP/ISIN. Select a transaction description from the options provided.
6. Finally, review your declaration statements regarding tax forms and beneficial ownership before signing. Ensure you attach any required documents like the latest DRS transaction statement.

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