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Request To Add Change Bank

This document is a request form to add or change bank account information for a client's Investors Group accounts. It collects information such as the client name and number, bank details, which plans the new account information applies to, and requires documentation like a void cheque. The client must sign to authorize the changes and agree to the pre-authorized debit plan terms.

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Andrew
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83 views

Request To Add Change Bank

This document is a request form to add or change bank account information for a client's Investors Group accounts. It collects information such as the client name and number, bank details, which plans the new account information applies to, and requires documentation like a void cheque. The client must sign to authorize the changes and agree to the pre-authorized debit plan terms.

Uploaded by

Andrew
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Request to Add / Change Bank Account

Client / Payor name(s) ___________________________________________________ Client #_________________________________________


Add the following banking information to my Investors Group accounts (as specified below):
Financial Institution ________________________________ Address _________________________________________________
Bank account: Bank #___________ Transit # ____________ Account # __________________ Type:  Chequing  Savings
Please attach a personalized void specimen cheque. If personalized cheques are not available please provide a bank statement
with authorized bank stamp or bank letter proving ownership of bank account.
If a COMPANY or CORPORATE CHEQUE is provided for an individual account, form CL2026 – Account Trading Resolution,
must be provided for proof of signing officers, and same officers must sign in “Other” section below.

Plan #_______________________ Type: (select one)  OPEN  RRSP  RESP  RRIF


Level:  Primary (Redemptions)  RRIF Payouts/SWPs  Dividends  Active* PACs  One-time Redemption to Alternate Acct

Plan #_______________________ Type: (select one)  OPEN  RRSP  RESP  RRIF


Level:  Primary (Redemptions)  RRIF Payouts/SWPs  Dividends  Active* PACs  One-time Redemption to Alternate Acct
Plan #_______________________ Type: (select one)  OPEN  RRSP  RESP  RRIF
Level:  Primary (Redemptions)  RRIF Payouts/SWPs  Dividends  Active* PACs  One-time Redemption to Alternate Acct
Plan #_______________________ Type: (select one)  OPEN  RRSP  RESP  RRIF
Level:  Primary (Redemptions)  RRIF Payouts/SWPs  Dividends  Active* PACs  One-time Redemption to Alternate Acct
Pre-authorized debit plan Terms and Conditions:
1. The Payor agrees to participate in this pre-authorized debit plan and hereby authorizes Investors Group Financial Services Inc. (in Quebec, a financial services
firm) (hereinafter referred to as “IGFS”), as may be applicable, to withdraw or debit the amount payable by the Payor, either electronically, on paper or in any other
form, from the Payor’s account located at the financial institution indicated above.
2. The Payor may cancel this authorization at any time by delivering written notice indicating same to IGFS, as may be applicable (with a copy provided to the
Payor’s financial institution). Any cancellation provided herein will be effective ten (10) calendar days after it has been received by IGFS, as may be applicable.
3. IGFS, as may be applicable, may amend or cancel this authorization at any time by delivering written notification of such amendment or of cancellation to the
Payor. The amendment or cancellation will become effective ten (10) calendar days before the due date of the next pre-authorized debit. Where the authorization
has been canceled, the previous payment method (post-dated cheques) will then be deemed as the appropriate method of payment by the Payor to IGFS, as may be
applicable.
4. The Payor acknowledges that in absence of a waiver the Payor is subject to the Canadian Payment Association (CPA) rules and as such is required to be given at
least ten (10) calendar days notice of the amount to be withdrawn from the Payor’s account. The Payor hereby waives this requirement.
5. The Payor may claim for compensation from its financial institution (with prior notice given to IGFS, as may be applicable) for up to ninety (90) calendar days
after a debit was posted for the following reasons:
a) The debit was not withdrawn in accordance with this authorization;
b) Accordance was never given to IGFS, as may be applicable;
c) This authorization was cancelled; or
d) The debit was posted to the wrong account due to invalid or incorrect information supplied to IGFS, as may be applicable, from the Payor.
6. The Payor agrees that its financial institution is not required to verify that any payment has been withdrawn in accordance with this authorization, including the
amount, frequency and fulfillment of purpose of any payment.
7. The Payor is in agreement that delivery of this authorization to IGFS, as may be applicable, warrants delivery by the Payor to the financial institution. The Payor
agrees that IGFS, as may be applicable, may deliver this authorization to the Payor’s financial institution.
8. The Payor acknowledges that all information provided with respect to it’s account is accurate. The Payor further agrees to inform IGFS, as may be applicable, of
any changes to account information or changes to any other information in this authorization, at least ten (10) business days prior to the next due date for the next
debit.
9. The Payor acknowledges that all individuals whose signatures are required to sign on the account have signed this authorization.
10. The Payor agrees to the terms and conditions stated above.
11. The Payor agrees to comply with the CPA rules or any other rules or regulations which may affect this authorization which may be prescribed from time to time by the CPA.

_____________________________________________________ ______________________________________________________
Client signature Joint Client signature (if applicable)

_____________________________________________________ ______________________________________________________
Print & Sign “Other” (bank acct owner, or company signing officer) Date

For IG Use Only


Consultant name _______________________________________________________________________________ Consultant # ______________ RO# _________

Date received / processed ________________________________________________________________________ BATCH NO. _____________________________


C3085 (04/2006-PW) TM Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations.

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