Ci estate claim form 2025

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The document is an Estate Claim Form used to initiate the settlement of an estate with CI Investments Inc. It requires personal information from the claimant, details about the deceased, and instructions for payment methods. The form also includes sections for selecting investments and provides an authorization clause that discharges CI Investments from liability upon payment.

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Click ‘Get Form’ to open the ci estate claim form in the editor.
Begin by filling out Section A, which requires your personal information. Enter your name, full address, phone numbers, social insurance number, date of birth, and your relationship to the deceased.
In Section A, select the appropriate option regarding your status as a beneficiary for each policy/account being claimed.
Proceed to Section B to provide details about the deceased. Fill in their name, social insurance number, date of birth, place of death, and date of death.
In Section C, indicate your preferred method of payment. Choose between cheque or fund transfer and provide necessary details such as account numbers and addresses.
Complete Section D by selecting your investments and specifying gross amounts or percentages as required.
Finally, sign in Section E where you authorize CI Investments Inc. Ensure that your signature is guaranteed by a registered dealer/broker or bank.

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

What does CI investment stand for?

The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management. Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds.

What are the 4 types of funds?

CI Financial was founded in 1965 as Universal Savings Fund Management Limited. It was a small private investment firm until 1994, when it held an IPO on the Toronto Stock Exchange as C.I. Fund Management (the C.I. stood for Canadian International).

What is a CI fund?

CI Funds or CI Fund means the mutual funds managed by CI that are qualified for distribution under a separate simplified prospectus; View Source.

How to fill a deceased claim form?

Dear Sir, Re: Deceased Account. Late Shri/Smt .. Account No (s) I/We advise the demise of Shri/Smt. on. . He/She holds the above account(s) at your branch. Annexure-II. ESTATE CLAIM FORM. UNION BANK OF INDIA.

Is a CIT better than a mutual fund?

Because CITs do not deal with retail investors, they are generally lower cost than Mutual Funds and are exempt from certain regulatory requirements.