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Group RSP Simplified Application (Personal or Spousal Plan) This Application is for a: Personal RSP I will be the “Owner of the Plan. Spousal RSP My spouse will be the “Owner of the Plan. Branch
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How to fill out a group RSP simplified application:

01
Begin by gathering all necessary information, such as personal details (name, address, contact information), social insurance number, and employment information.
02
Read through the application form carefully, paying close attention to any instructions or guidelines provided.
03
Fill in all the required fields accurately and completely. Make sure to double-check the information entered before moving on to the next section.
04
Provide details about your employer and any applicable employment benefits, such as pension plans or group insurance coverage.
05
If applicable, indicate the desired contribution amount or percentage of your salary that you would like to allocate towards the group RSP.
06
Sign and date the application form to certify that all the information provided is true and accurate.
07
Submit the completed application form to the designated recipient or follow the instructions for submission provided in the application package.

Who needs a group RSP simplified application?

01
Employees who work for companies that offer a group RSP as part of their employee benefits package.
02
Individuals who want to take advantage of the tax benefits and long-term savings opportunities provided by a group RSP.
03
Those who wish to contribute a portion of their salary towards retirement savings in a hassle-free and simplified manner.
04
Employees who prefer to have their retirement savings managed professionally and collectively through a group plan.
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Group rsp simplified application is a simplified retirement savings plan for groups.
Employers or organizations looking to offer a retirement savings plan to their employees or members.
The application can be filled out online or submitted through mail with all required information.
The purpose is to provide a simplified and efficient way for groups to offer retirement savings plans to their members.
Information such as group details, participant information, contribution amounts, investment options, etc.
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