Just need specific instructions to what needs to be filled and what doesn't.
i am a permanent canadian
and submitting this as an individual
thanks
My version, assuming an individual (Note IANAL and other disclosures to keep me out of jail and to keep the LSUC happy). If this is for a corporate entity or something more complicated then consult your accountant and/or counsel.
Part I:
1. Name - fill it in
2. Skip for individual
3. Check as appropriate - likely "Individual"
4. Residence address - fill it in
5. Mailing address - skip unless different from residence - don't abbreviate canada
6. Skip
7. Skip
8. Skip unless noted by broker - sometimes they say to add your account number.
Part II:
9. check a. and put word "Canada" on the dotted line (I'm assuming you are resident in Canada for this). Don't check any others.
10. Skip
Part III:
11. Skip
Part IV:
Sign name and date, put word "Self" on the far right dotted line asking capacity.
Done. Send back to broker and keep copy for your files.
No comments:
Post a Comment