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IP-LP1166 7/14
CORPORATE/NON-CORPORATE
ENTITY/TRUST OWNERSHIP FORM
corporation/non-corporate ENTITY/TRUST IDENTIFICATION This form along with the International Tax Classification for an Entity Form (IP-LP1601) must
be completed if the Owner(s) is a Corporation, Non-Corporate Entity or a Trust.
1. Please provide the following information on the individual(s) submitting an application on behalf of a Corporation, Non-Corporate Entity or Trust.
Identification
Name of Individual Job Title Document*
Identification
Document Number* Issuing Jurisdiction*
____________________ ______________________
____________________ ______________________
____________________ ______________________
*Please refer to an original non-expired passport, birth certificate, drivers license, Canadian Citizenship, Age of Majority or Canadian Armed Forces Identification (preferably photo ID).
2. Corporation Please provide Corporate information including corporate structure document. For more information on supporting documents required refer to the
Summary Table.
_______________________________________________________________________________________________________________________________
Official Corporate Name
_______________________________________________________________________________________________________________________________
Address
_______________________________________________________________________________________________________________________________
Place of Federal or Provincial Incorporation
Corporation Registration Number
Names of all Directors of Corporation (If necessary, attach listing of all directors)
Occupation
_______________________________________________________________________________________________________________ __________________________________________________________________
_______________________________________________________________________________________________________________ __________________________________________________________________
_______________________________________________________________________________________________________________ __________________________________________________________________
_______________________________________________________________________________________________________________ __________________________________________________________________
_______________________________________________________________________________________________________________ __________________________________________________________________
Names of all individuals
Occupation
Address
who directly or indirectly own or control 25%
or more of the shares of the Corporation.
_______________________________________________________________________________ _____________________________ __________________________________________________________________
_______________________________________________________________________________ _____________________________ __________________________________________________________________
_______________________________________________________________________________ _____________________________ __________________________________________________________________
_______________________________________________________________________________ _____________________________ __________________________________________________________________
Note: Please submit this form with your application.
*FRM-IPLP1166*
IP-LP1166 7/14
3. Non-Corporate Entity Please provide Non-Corporate Entity Information. For more information on supporting documents required refer to the Summary Table.
_______________________________________________________________________________________________________________________________
Official Name of Entity
_______________________________________________________________________________________________________________________________
Address
_______________________________________________________________________________________________________________________________
Place of Issue
Registration Number
_______________________________________________________________________________________________________________________________
Type of Entity/Document
Name of all individuals who directly or indirectly own or control 25% or
more of the Non-Corporate Entity.
Occupation
Address
Name of Advisor
Signature of Advisor
Dealer/GA Code
Date (DD/MM/YYYY)
Rep/Advisor Code
Summary Table
Type of account
Corporation
(Complete section 1, 2 and sign Certification section)
Non-Corporate Entity
(Complete section 1, 3 and sign Certification section)
Trust
(Complete section 1, 4 and sign Certification section)
Aegon and the Aegon logo are registered trademarks of Aegon N.V. Aegon Canada ULC and its affiliated companies are licensed to use such marks.
Transamerica and the pyramid design are registered trademarks of Transamerica Corporation. Transamerica Life Canada is licensed to use such marks.
IP-LP1166 7/14