Fillable Trust Account Beneficiary Confirmation (RBC Direct Investing)

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Trust Account Beneficiary Confirmation (RBC Direct Investing)

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E-FORM 00678 (03/2016)
Trust Account Beneficiary Confirmation
(for a minor)
TO: RBC Direct Investing Inc.
Account Name
Account Number
I,
, as Settlor/Trustee of the above noted
Trust account, hereby confirm the identity of the following beneficiary(ies)* and that the beneficiary(ies)*
stated below is/are the only known and/or existing beneficiary(ies)* for this account. I further declare that
the information given on this form is true, correct and complete in every respect.
Beneficiary Full Name
Beneficiary Full Name
Beneficiary Full Name
Beneficiary Full Name
Beneficiary Full Name
Beneficiary Full Name
Beneficiary Full Name
Beneficiary Full Name
* Multiple Beneficiaries are only permitted on Trust accounts governed by a Formal Trust Deed. Trust accounts
not governed by a Formal Trust Deed are limited to a single beneficiary being named.
Settlor/Trustee Full Name
Settlor/Trustee Signature
Witness Full Name
Witness Signature
Witness Address
Date
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Trust Account Beneficiary Confirmation (RBC Direct Investing)

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Completed 27 August 2020

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