Withdrawal Form for Registered Plans and TFSA 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Client Information. Fill in your Last Name, First Name, and Account Number. Select the currency for your withdrawal, either CAD or USD.
3. Choose the Type of Withdrawal you wish to make. Options include Full In-Cash, Partial In-Cash, Full In-Kind, or Partial In-Kind. Ensure you provide any necessary amounts and select appropriate options based on your needs.
4. Complete the Withholding Tax and Fee Information section. Review the applicable fees and tax rates based on your withdrawal type and ensure all amounts are accurately filled.
5. In the Delivery Instructions section, select how you wish to receive your withdrawn cash—via Electronic Funds Transfer (EFT), by cheque mailed to an address, or held for pickup.
6. Finally, sign and date the form in the Authorization section to confirm that all information is accurate and complete before submitting.

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