Transfer Request Form - Taldon - taldon 2026

1. Click ‘Get Form’ to open the Transfer Request Form in the editor.
2. Begin by filling in the 'Plan #' and 'Product' fields at the top of the form. This information is essential for identifying your specific plan.
3. Next, enter the 'Transfer Date' to indicate when you are requesting the transfer.
4. In the 'Original Owner' section, provide your name, address, city/province, postal code, and telephone number. Ensure all details are accurate for a smooth transfer process.
5. Proceed to fill out the 'Transfer to' section with the new owner's details including their name, address, city/province, postal code, and telephone number.
6. Select your payment method by checking either 'Pay by Credit Card' or 'Pay by Cheque'. If paying by credit card, complete the Credit Card Remittance Form included in this document.
7. Review all entered information for accuracy before submitting your request via fax, phone, or mail as indicated at the bottom of the form.

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