Part 3: Change to Successors.  You should appoint a "Successor" to assume responsibility after your death or incapacity (if a joint account, both of you) for making recommendations for the Account.  You may change this recommendation at any time by providing written notice to the Foundation.  If no successor is designated, the Foundation will administer the Account.

Part 4:  Public Disclosure Change:

When issuing grants from your account, the Foundation can inform the charities about you and/or your Account.  Please note that unless "Anonymous" is selected below, the Foundation may also disclose in its annual report or other publications  the Donor's name, the name of the Account donated to, the amount donated and the names of the Eligible Charities that received grants or are expected to receive grants from the Account.

Part 5:  Change to Grant Recommendations:

Changes to granting recommendations should be received at least two weeks in advance of the account's grant period.

The account's granting amount will be calculated on the first business day of each year, based on the market value on December 31 of the prior year.  For example, an Account with a grant rate of 4% and a market value of $100,000 on December 31st will have a grant amount of $4,000 in the following year.  No grants will be given in the year the Account was opened.

TOTAL

Please attach an additional form if you wish to list more Eligible Charities than the space provides.  Please use the box "Special Considerations" if you wish the Foundation to grant to a particular program or campaign within an Eligible Charity, or to make a grant recommendation in honour of or in memory of a particular individual.

Please redeem and issue grants for the Foundation Account in ONE of the following 4 gtanting periods:

Part 6: Change to Annual or Recurring Recommendation:

For Annual Grant Recommendations, the grant recommendation section on the Change of Information Form must be submitted annually.  For Recurring Grant Recommendations, the Foundation can rely on your recommendation indefinitely although you may change your Recurring Grant Recommendations by completing a revised grant recommendation section on the Change of Information Form.

In the event that any one or more of the selected charities either ceases to operate or loses its status as a qualified donee then the Board of Directors of the Veritas Foundation may in their discretion distribute the amount mandated by the then current granting policy of the Veritas Foundation to such other qualified donees providing they are subject to approval by the Board of Directors of Veritas.  In the event that I do not provide any grant recommendations or the recommendations are not sufficient after being contacted by the Veritas Foundation then the Veritas Foundation shall disburse the funds required according to the aforesaid granting policy.  I hereby confirm that I, my family and those not at arms-length from me, will not receive any benefit or advantage from any of the grants that I am recommending.  As well none of the grants are to fulfill a legally binding pledge agreement.

Part 7: Change to/Create Pre-Authorized Contribution (PAC):

AUTHORIZED CHEQUING TERMS & CONDITIONS

By signing this form, you (the bank holder(s)) hereby waive any pre-notification requirements as specified by sections 15(a) and (b) of the Canadian Payments Association Rule H1 with respect to pre-authorized debits.
You authorize the Veritas Foundation to debit the bank account provided for the amount(s) and in the frequencies instructed.
This donation will be considered a Personal Pre-authorized Debit (PAD) by Canadian Payments Association (CPA) definition.
You have certain recourse rights if a debit does not comply with this agreement.  For example, you have the right to receive reimbursement for any debit that is not authorized or is not consistent with this pre-authorized debit agreement.  To obtain more information on your recourse rights, you may contact your financial institution or visit www.cdnpay.ca.
You confirm that all persons whose signature are required to authorize transactions in the bank account provided have signed this agreement.
You may change these instructions or cancel this plan at any time, provided that the Veritas Foundation receives at least 10 business days notice by phone or by mail.  To obtain a copy of a cancellation form or for more information regarding your right to cancel a pre-authorized debit agreement, please consult with your financial institution or visit the Canadian Payments Association website at www.cdnpay.ca.  You agree to release the financial institution of all liability if the revocation is not respected, except in the case of gross negligence by the financial institution.
You agree that the information in this form will be shared with the financial institution, in so far as the disclosure of this information is directly related to and necessary for the proper application of the rules applicable for pre-authorized debits.
You acknowledge and agree that you are fully liable for any charges incurred if the debits cannot be made due to insufficient funds or any other reason for which you may be held accountable.
You have requested this application form and all other documents relating hereto to be in English.
You acknowledge that you have read the Program Guide and agree to all the terms and/or conditions described therein.  You understand that any donation, including a donation made through a PAD Agreement, represents an irrevocable donation and is not refundable.

ACKNOWLEDGEMENT

I/We acknowledge that I/We have read the Program Guide and agree to all the terms and/or conditions described therein.  I understand that any donation represents an irrevocable donation and is not refundable for any reason.  I/We acknowledge the account recommendations above and any grant recommendations are all subject to the approval of the Veritas Foundation.

I/We certify that my/our family(ies) will not receive any benefit or advantage, as described under "Eligible Amount" in the Program Guide, as a result of the making of the recommended grant(s).  For example, the recommended grant(s) do not pay for membership fees, dues, tuition, admission to a charitable or other event, goods bought at an auction, and will not fulfill a pre-existing pledge.

I/We acknowledge that it is my responsibility to notify the Foundation and change my standing grant recommendation in the event that any grand recommendation would benefit directly or indirectly any person dealing at non-arm's length with any individual named on this Account (eg. the Account Holder (Donor), Joint Account Holder, Successor, etc.).

To the best of my knowledge, all information disclosed is accurate, and I will immediately notify the Veritas Foundation if any changes occur.  My/our signature below constitutes my/our agreement and acceptance of all terms, conditions and options selected in all parts of this agreement.  I/We agree that this agreement shall be governed by the laws of Ontario.

By signing this form, I/we acknowledge reading the Privacy Protection Notice below and I consent to my personal information being collected, held, used and disclosed by the Veritas Foundation in the ways and for the purposes identified in the Privacy Protection Notice.  If I have provided information concerning a Joint Account Holder, a Successor or Third Party Donor, I confirm that I am authorized to provide that information.

I have requested that this form and all relating documents be in English.