Td letter of direction 2025

1. Click ‘Get Form’ to open the td letter of direction in the editor.
2. Begin by entering your full name as the account holder in the designated field. Ensure that you print clearly for accuracy.
3. Next, input your TD Direct Investing account number. This is crucial for identifying your account during the transfer process.
4. In the section labeled 'List securities/funds to transfer', specify each security or fund along with the corresponding number of units or shares. If there are many items, consider attaching a separate document.
5. Fill in the transferee's full name and their TD Direct Investing account number in the respective fields.
6. Indicate your relationship with the transferee and provide a reason for the transfer in the appropriate sections.
7. Finally, date the form and sign it to authorize the transfer. Make sure all information is accurate before submission.

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