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- Click ‘Get Form’ to open the cibc gift letter in the editor.
- Begin by filling out the 'Client Information' section. Provide your account type, name, date of birth, and contact details. Ensure all mandatory fields are completed.
- Next, move to the 'Receiving Institution Information'. Select the appropriate institution and provide their contact details along with your account number.
- In the 'Transfer Type' section, choose whether you want an in-kind or in-cash transfer. Fill in any additional investment details as required.
- Finally, review all information for accuracy. Once confirmed, sign the document electronically using our platform's signature feature before submitting.
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