Olympia trust withdrawal form 2025

See details

4.5 out of 5

56 votes

The document consists of a Withdrawal Form and an Electronic Funds Transfer (EFT) Authorization Form from Olympia Trust Company. It outlines the procedures for full and partial withdrawals from various accounts, including RRSP, TFSA, and non-registered accounts, detailing options for cash or in-kind withdrawals, associated fees, and withholding tax rates. Additionally, it includes instructions for setting up one-time or recurring contributions and withdrawals via EFT, along with privacy notices regarding personal information handling.

Here's how it works

01. Edit your olympia trust login online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send olympia trust sign in online via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out olympia trust withdrawal form with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the olympia trust withdrawal form in the editor.
Begin by entering your personal information in the designated fields: Surname, First Name, Account Number, and optionally your SIN.
Select the type of withdrawal you wish to make: Full or Partial. For a Full Withdrawal, indicate if it is In-Cash or In-Kind. If opting for a Partial Withdrawal, specify the amount and whether it is Gross or Net after withholding tax.
For Monthly TFSA Withdrawals, choose your preferred date (1st or 15th) and enter the specific amount you wish to withdraw.
Complete the Delivery Instructions section by providing your mailing address or selecting pick-up options as needed.
Review any applicable fees associated with your withdrawal type and ensure you understand the withholding tax implications based on your total amount.
Finally, sign and date the authorization section to confirm that you are not a non-resident of Canada and submit your completed form.

Start using our platform today for free to streamline your olympia trust withdrawal process!

See more olympia trust withdrawal form versions

We've got more versions of the olympia trust withdrawal form form. Select the right olympia trust withdrawal form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (125 Votes)
2013	4.5 Satisfied (56 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I withdraw from my trust account?

Open Trust Wallet and select the crypto you want to withdraw. Tap Send and enter the wallet address from your exchange (e.g., Binance or Coinbase). Confirm the transaction and wait for the funds to arrive (this can take a few minutes).

How do I withdraw from Olympia trust?

To withdraw from your account, complete a Withdrawal form found under the Forms And Resources: Olympia Forms page of your Client Portal and email to myaccount@olympiatrust.com.

Is Olympia Trust Company a private lender?

Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors. Like you, we are committed to the advancement of the Private Markets and Private Lending Industry and advocate for the integrity in all aspects of our business.