E-FORM 377 (06/2016)
RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of
Canada and is a Member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its
issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any
securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal
Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence. © Royal Bank of Canada 2016. All rights reserved.
CLIENT NAME
SELF-DIRECTED RIF ACCOUNT NO. SELF-DIRECTED INVESTMENT ACCOUNT NO.
CHANGE OF PAYMENT INSTRUCTIONS:
EXCESS PAYMENT REQUEST*:
CLIENT SIGNATURE
DATE
RBC Direct Investing Inc.
Credit Funds: (only fill out one of the following)
to my RBC Royal Bank or Royal Trust
Account No.:
Transit N°:
to my RBC Direct Investing® Investment Account:
other Canadian Financial Institution
(void cheque required)
mm/dd/yyyy
RIF PAYMENT INSTRUCTIONS
CHANGE/EXCESS PAYMENT REQUEST FORM
Frequency: Monthly Quarterly starting
Semi-Annually January
Annually
February
March
Start date: (MANDATORY)
Payment:
Gross Amount (before withholding taxes) $ OR Net Amount (after withholding taxes)$
(OPTIONAL) Withhold extra taxes: Federal: % Provincial (for Quebec Residents only): %
Withholding Tax Rates:
Cash Withdrawal Amount Other Provinces or Territories Quebec
$0 - $5000 10% 21%
$5000.01 - $15000 20% 26%
$15000.01 and over 30% 31%
Credit Funds (only fill out one of the following):
I am aware that withholding taxes will apply.
Please note that sufficient cash must be available in the account to cover mandatory/elected payments. *If you have recently
sold securities in order to cover the mandatory/elected payments, the trade must settle before the payment can be executed.
Minimum amount for each year, OR
Gross amount (before withholding taxes) $ _________
Withhold extra taxes (optional): Federal _____________________ %
For Quebec Residents only: Provincial ___________________ %
to my RBC Royal Bank or Royal Trust Account No. __________________________________ Transit No. ______________
by cheque, mailed to me at the address you have on file.
to my RBC Direct Investing Investment Account No. _________________________________________
