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Rollover of Labour-Sponsored Investment Fund Shares — Request / Reinvestment Form Instructions: 1. Complete sections 1 through 4. 2. Attach dealer paperwork, as required. 3. Remit to dealer back-office
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How to fill out rollover of labour-sponsored investment

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How to fill out rollover of labour-sponsored investment:

01
Obtain the necessary forms from the institution where your labour-sponsored investment is held. These forms typically include a rollover request form and a tax receipt transfer form.
02
Complete the rollover request form by providing your personal information and details about the investment being rolled over. This may include the investment account number, current fund value, and any other relevant information.
03
Submit the completed rollover request form to the institution where the investment is currently held. Make sure to follow any specific instructions provided by the institution for submitting the form.
04
Complete the tax receipt transfer form by providing details such as your social insurance number and the amount of the tax credit associated with the labour-sponsored investment. This form is typically required to transfer the tax credit to the new investment.
05
Submit the completed tax receipt transfer form to the institution where the new investment will be held. Again, it's important to follow any specific instructions provided by the institution.
06
Wait for the rollover to be processed. The timeline for processing a rollover may vary depending on the institutions involved and any existing transfer policies.
07
Keep track of any documentation, such as confirmation or acknowledgement letters, related to the rollover for future reference.

Who needs rollover of labour-sponsored investment?

01
Investors who have held a labour-sponsored investment and wish to transfer their investment to a new fund or institution.
02
Individuals who want to take advantage of potential tax benefits associated with a labour-sponsored investment by rolling it over into another eligible investment.
03
Those who have previously invested in a labour-sponsored investment but are no longer satisfied with the performance or wish to diversify their investment portfolio.
Please note that it's essential to consult with a financial advisor or tax professional to ensure the rollover process is carried out correctly and aligns with your specific financial goals and circumstances.
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The rollover of labour-sponsored investment is a tax provision that allows individuals to defer taxes on gains made from selling one labour-sponsored investment and buying another similar investment.
Individuals who have sold one labour-sponsored investment and purchased another similar investment are required to file rollover of labour-sponsored investment.
To fill out rollover of labour-sponsored investment, individuals need to report the details of the sold and purchased investments on a specific tax form provided by the tax authority.
The purpose of rollover of labour-sponsored investment is to allow individuals to defer taxes on gains made from the sale of one labour-sponsored investment to support the growth of other similar investments.
The information to be reported on rollover of labour-sponsored investment includes details of the sold investment, details of the purchased investment, and the gains made from the sale.
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