Veritas Foundation Transfer of Securities Form

The Veritas Foundation Giving Fund
Transfer of Securities Form

Account Information

Name of Account:

Account Number (if known)

Part 1. DONOR NAME

Donor Address

Telephone Number

Date
of Birth

YYYY

Email
Address

Part 2. TRANSFER FROM

Name of
Relinquishing Institution

Telephone Number

Email Address
of Contact

Account Number

Account Type (Tick One)

Nominee

Client Name

Address of Relinquishing Institutions

Part 3. TRANSFER TO

RBC Toronto (Swift Code ROYCCAT2)
Bank # 0003 Transit # 00002
Bank's Branch Address: Royal Bank of Canada, Main Branch Toronto,
200 Bay Street, Main Floor, Toronto, Ontario, M5J 2J5
Beneficiary Account # 00002 0007997 RBC Dominion Securities
Beneficiary's Address: 180 Wellington Street West, Toronto, Ontario, M5J 0C2
For further credit to: Account # 360-99881-12 / The Veritas Foundation

The Veritas Foundation Giving Fund
Transfer of Securities Form

Part 4: SECURITIES TRANSFERRED

From the account noted above, I am transferring (tick one):

All Securities In-Kind

Partial Securities In-Kind (as listed below or attach a list)

Cash

Securities must be transferred In-Kind to the Foundation and are not to be liquidated by the Donor.

To ensure safe delivery of the documentation, it is recommended that any original physical certificate and a signed and dated Irrevocable Stock/Bond Power of Attorney form are forwarded in separate envelopes. Certificates must be sent by bonded courier directly to the Veritas Foundation.

Symbol, FAS, CUSIP, Fund Code or Certificate #

Investment
Description

Mutual Fund Value OR

CAD

No.
of Units

Stocks No. of Shares

Symbol, FAS, CUSIP, Fund Code or Certificate #

Investment
Description

Mutual Fund Value OR

CAD

No. of Units

Stocks No. of Shares

Symbol, FAS, CUSIP, Fund Code or Certificate #

Investment
Description

Mutual Fund Value OR

CAD

No. of Units

Stocks No. of Shares

Please attach an additional form if you wish to list more securities to be transferred.

Special Considerations or Instructions:

Part 5: AUTHORIZATION:
I hereby request and authorize the transfer of my account and/or investments as described above.

Donor Signature (Electronic)(Required)

Date

2025

Joint Account Holder Signature (Electronic)(if applicable)

Date

2025

Account Information

Part 2. TRANSFER FROM

Part 4: SECURITIES TRANSFERRED

Please attach an additional form if you wish to list more securities to be transferred.

Part 5: AUTHORIZATION:I hereby request and authorize the transfer of my account and/or investments as described above.

Part 5: AUTHORIZATION:
I hereby request and authorize the transfer of my account and/or investments as described above.