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Get Joint Account Form Rev - Bmo.com

Nternal Revenue Service (IRS) requires formal trust(s) to be classified and documented as either (i) a Grantor Trust; (ii) a Simple Trust; or (iii) a Complex Trust. These definitions do not have exact equivalents under Canadian law; however, since all BMO InvestorLine accounts have access to U.S. markets, all formal trust accounts are required to complete this form. It is necessary to review the terms of the Trust Agreement or obtain information from the trustee to in order to identify the type.

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