H90: Indicating required form controls using label or legend 2026

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The document is a transfer authorization form for non-registered investment accounts at CIBC Investor Services Inc. It outlines the necessary client instructions, required information for both the client and receiving institution, types of transfers (in-cash or in-kind), and client authorization details. The form must be completed and submitted to facilitate the transfer of investments, with specific guidelines on handling mutual funds, GICs, and potential fees associated with the transfer process.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Client Information section. Ensure you complete all mandatory fields marked with an asterisk (*), including your name, address, and Social Insurance Number (SIN).
Next, select the Receiving Institution Information. Choose from the provided options and enter your account number at the receiving institution.
Proceed to the Client Instructions to Delivering Institution section. Select your preferred institution and provide necessary details such as account number and contact information.
In the Transfer Type section, indicate how you wish to transfer your assets. Make sure to provide any additional details if required.
Finally, review the Client Authorization section. Sign and date where indicated, ensuring all information is accurate before submission.

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