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 Fax	416 359-5607

	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 our Storefront Centre: First Canadian Place,100 King ST. W. Concourse Level,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.

Transferring Institution:


Account Number:

Account Type:

Institution Name:

Address:

Suite:

City/Town:

Province:

Postal Code:

BMO InvestorLine account

Account Number:

Account Type:

In a manner indicated below:


Securities to be transferred in-cash

Note: All investments will be liquidated by the transferring institution at market on a best efforts basis subsequent to the receipt of this Transfer Form. This will be subject to regular commission charges. In order to avoid delays, you may place the trades yourself with the transferring institution.

Number of securities I would like to transfer:

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Securities to be transferred in-kind

Number of securities I would like to transfer:

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Cash balances:
CDN Cash $:	US Cash $:

CDN Debit $:	US Debit $:

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.

Applicant

First Name:
Last Name:
SIN:
Address:
Suite/Apt #:
City/Town:
Province:
Postal Code:
Home Phone #:

Applicant Signature

Date (YY/MM/DD)

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.