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What is Investment Plan

The Investment Plan Application is a financial document used by Canadian residents to apply for various investment plans, including retirement savings plans (RSP) and locked-in retirement accounts (LIRA).

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Who needs Investment Plan?

Explore how professionals across industries use pdfFiller.

Investment Plan is needed by:

Individuals looking to invest in retirement savings plans.
Joint Owners seeking to manage a shared investment fund.
Spousal Contributors participating in a retirement plan.
Dealers assisting clients with investment applications.
Representatives managing client investments in financial institutions.
Residents of Ontario applying for local investment plans.

How to fill out the Investment Plan

1.

Begin by accessing the Investment Plan Application form on pdfFiller. Use the search bar to quickly locate the form by entering its name.
2.

Once the form is open, familiarize yourself with the layout. Use the navigation tools to easily move between sections.
3.

Gather all necessary information before starting. This includes your personal details like name, address, social insurance number, and investor details.
4.

In pdfFiller, click on each blank field to enter your information. Utilize auto-fill features for efficiency if your information is saved.
5.

Make sure to complete all required fields marked with an asterisk. Review sections for spousal and dealer information as necessary.
6.

After filling out all sections, carefully review your entries for accuracy. Double-check that all required signatures are added where needed.
7.

Once finalized, save your progress using the save option in pdfFiller. You can also download a copy for your records or to submit later.
8.

When you're ready to submit, follow the prompts on pdfFiller to electronically send the form to RBC Dexia Investor Services. Ensure you comply with any specific submission guidelines provided.

FAQs

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Who is eligible to fill out the Investment Plan Application?

Eligibility typically includes Canadian residents looking to apply for various investment plans, such as RSPs and LIRAs, as well as any authorized representatives or joint owners.

What information do I need to complete the form?

You will need personal information such as your name, address, social insurance number, spousal information, dealer contact, investment details, and any beneficiary designations.

How do I submit the completed Investment Plan Application?

You can submit your completed form electronically through pdfFiller directly to RBC Dexia Investor Services or save it to submit via mail as per provided instructions.

Are there any common mistakes to avoid when filling out this form?

Avoid leaving required fields blank, misunderstanding the signature requirements, and failing to double-check entered information for accuracy before submission.

What is the processing time for the Investment Plan Application?

Processing times can vary, but expect it to take a few business days after submission. Ensure you follow up with RBC Dexia Investor Services if confirmation is not received.

Do I need to notarize the Investment Plan Application?

No, notarization is not required for this form. However, ensure all signatures are provided as indicated to avoid delays.

What should I do if I made a mistake on the form?

If you realize there's an error after submission, contact RBC Dexia Investor Services for guidance on how to correct the mistake or to resubmit the application.