Optional Trust Unit Purchase Component
Please note that you must be a Canadian resident unitholder and be enrolled in the Distribution Reinvestment component of the Plan before you may participate in the Optional Trust Unit Purchase component of the Plan. If this is your first optional cash payment authorization, in addition to the appropriate authorization form, you must also complete a Participation Declaration Form and enclose a certified personal cheque - no third party cheques, bank drafts, money orders or wire transfers will be accepted by CIBC Mellon Trust Company with the first optional cash payment authorization.
For subsequent optional purchases, using the portion of the plan statement sent to you each month will be sufficient, and a certified cheque, bank draft, money order or wire transfer will be accepted by CIBC Mellon Trust Company.
All payments must be received by the Agent at least five business days prior to the distribution payment date in order to be invested in new units.
A person who enjoys the benefits of ownership even though the trust units are registered in the name of another (e.g., a broker, an investment dealer, a financial institution or other nominee).
Please fill in:
- Form C (.pdf)
- CIBC Mellon Participation Declaration Form (.pdf)
Please provide:
- A Canadian dollar certified personal cheque made payable to the agent, CIBC Mellon Trust Company
Note: you will become a registered unitholder for the units you purchase under this option.
Please return completed forms and certified personal cheques to CIBC Mellon Trust Company.
Registered Unitholder
A person who physically holds a trust unit certificate in his or her own name.
Please fill in:
- Form B (.pdf)
- CIBC Mellon Participation Declaration Form (.pdf)
Please provide:
- A Canadian dollar certified cheque or bank draft made payable to the agent, CIBC Mellon Trust Company (need not be a personal cheque)
Trust Unit Purchase
Please fill in:
- Form B (.pdf)
OR
- Return the portion from your statement of account
Please provide:
- A Canadian dollar certified cheque or bank draft made payable to the agent, CIBC Mellon Trust Company (need not be a personal cheque)
Registered Holders
If you are a registered holder and wish to make an optional cash payment under the Optional Trust Unit Purchase component of the Plan, please complete Form B - Optional Cash Payment Authorization - Registered Shareholder as well as the Participant Declaration Form.
Beneficial Owners
If you are a beneficial owners of units, who has enrolled in the Distribution Reinvestment component of the Plan through your nominee, you may directly participate in the Optional Trust Unit Purchase component of the Plan by completing Form C - Optional Cash Payment Authorization - Beneficial Owner with a certified personal cheque as well as the Participant Declaration Form. Please note that a separate account will be set up for you by the Agent to hold the units purchased through the optional cash payment plan and you will become a “registered holder” of those units.
Nominee Unitholders
If you are a broker, investment dealer, financial institution or other nominee holding units on behalf of one or more beneficial owners of the units who wish to make an optional cash payment under the Optional Trust Unit Purchase component of the Plan, you must withdraw your position from the Canadian Depository of Securities (CDS & Co.) and become a registered unitholder. Thereafter, please complete Form B - Optional Cash Payment Authorization - Registered Shareholder as well as the Participant Declaration Form.
Completed forms may be mailed or faxed to:
CIBC Mellon Trust Company
PO Box 7010
Adelaide Street Postal Station
Toronto, ON M5C 2W9
Attention: Dividend Reinvestment ServicesFax: (416) 643-5020
Website: www.cibcmellon.com
