Authorization to Transfer Account Form
 
Instructions: Please complete this form online, print it, sign it and submit to us along with the most recent copy of your statement(s) from the Transferring Institution:
 
 
  By Mail Attn: BMO InvestorLine
Transit #3973
First Canadian Place
100 King St. W., Floor B1
Toronto, Ontario,  M5X 1H3
 
  In Person At any BMO Bank of Montreal Branch or at the BMO InvestorLine Investment Centre
1 First Canadian Place, Toronto
Store Hours:8:00 a.m. - 5:00 p.m ET, Monday to Friday
 
  To ensure your transfer is completed in a timely manner, please use the Print button below instead of your browser's print function when printing this form.
 

This is my/our authorization to transfer my/our account with the institution named below to my/our BMO InvestorLine account.
FROM:TO:
Transferring Institution: 
Account Number: 
Account Type: 
BMO InvestorLine account
Account Number: 
Account Type:
 
In a manner indicated below:

For all account(s): I/We authorize the transfer of my/our account and its investments as indicated above. I/We understand that an in-cash transfer will require all or part of my/our account to be liquidated by the transferring institution, and I/We authorize the liquidation of all or part of my investments. I/We will be responsible for any applicable fees to the transferring institution. I/We acknowledge that transfers can take several weeks to complete, depending on the actions of the other institution. Interest will commence in accordance with the terms of the investment chosen, upon receipt of the transfer from the other institution.
 
Disclosure of Information
I/We hereby consent to the Delivering Institution providing information regarding this transfer to BMO InvestorLine and its agents.
 
For self-directed RRSP/RRIF account(s) only:
If my account is a RRIF, LIF or LRIF, I recognize that the minimum amount for the year of transfer must be paid to me by the transferring institution.
     
Primary Applicant
 
First Name:
Last Name:
SIN:
Address:
Suite/Apt #:
City/Town:
Province:
Postal Code:  
Home Phone #:   
 
 
Applicant Signature                         
 
Date (YY/MM/DD)                         
 

Please submit all required documentation with this form, including:

  • your most recent account statement from the transferring institution
  • additional forms or documents, which are specific to your transfer type

Note that incomplete documentation may cause delays in processing your transfer.

Note:
To ensure your transfer is completed in a timely manner, please use the Print button below instead of your browser's print function when printing this form.
The applicant and co-applicant(s) are required to sign this form prior to submitting it.