My Dear Extended Family,
Here is the correct information directly from the transfer agent, Computershare. This is the transfer agent for most Canadian companies.
What you tell them is how your securities are presently held. Then you say I want to enter them into the DRS system. They will instruct you from that point forward.
Retirement accounts require the cooperation of the custodian. With the custodian’s help you certificate the shares in the name of the custodian and the name of the account holder. The custodian holds the share certificates.