Account Setup

Fill out this form if you want to achieve any of the following:

Open a NEW Gold RRSP
Rollover (or Transfer from) a previous retirement account (e.g. RRSP, TFSA)

1 Account Holder Information

2 Designation of Beneficiaries

3 Current Custodian Information

Please enter the account holder’s information
Legal Name
First Name
Last Name
Phone
Email
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY

Thank you. Now please enter the beneficiary information for this account.
Legal Name
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY
Share %
Relationship
Type
Legal Name
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY
Share %
Relationship
Type
Legal Name
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY
Share %
Relationship
Type
Legal Name
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY
Share %
Relationship
Type
Legal Name
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY
Share %
Relationship
Type
Legal Name
Address
City
Province
Postal Code
SIN
DOB

Date Format: MM slash DD slash YYYY
Share %
Relationship
Type

Please enter your current custodian information.
Account Type
Transfer Amt.
Close Account
Custodian
Other
Account #
Phone (opt.)
Account Type
Transfer Amt.
Close Account
Custodian
Other
Account #
Phone (opt.)
Account Type
Transfer Amt.
Close Account
Custodian
Other
Account #
Phone (opt.)
Account Type
Transfer Amt.
Close Account
Custodian
Other
Account #
Phone (opt.)
Account Type
Transfer Amt.
Close Account
Custodian
Other
Account #
Phone (opt.)
CONGRATULATIONS YOU ARE ALMOST DONE! IF YOU HAVE AN ACCOUNT EXECUTIVE YOU HAVE BEEN WORKING WITH PLEASE PUT THEIR NAME IN THE FIELD BELOW. IF YOU DO NOT HAVE AN ACCOUNT EXECUTIVE PLEASE LEAVE THE FIELD BLANK AND CLICK THE SUBMIT BUTTON.
Account Executive

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