Declaration of funds 2026

1. Click ‘Get Form’ to open the declaration of funds in the editor.
2. Begin by entering the date in the format dd/mm/yyyy at the top of the form.
3. Fill in your policy number, ensuring accuracy for proper identification.
4. Specify the amount and currency related to your declaration.
5. Provide your full name, including first name, middle initial, and last name.
6. Enter your complete address, including street number, street name, apartment number (if applicable), city, province, and postal code.
7. Input your telephone number in the designated format (000) 000-0000.
8. Indicate your occupation clearly for verification purposes.
9. Fill in your driver’s license number along with its expiry date. If applicable, provide your passport number and expiry date as well.
10. If declaring on behalf of a corporation, enter the corporation's name and address details similarly as above.
11. Select the source of funds from the provided options. If 'Other' is chosen, specify accordingly.
12. Review all entered information for accuracy before proceeding to sign as both advisor and customer where required.

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