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Retirement Savings Plan (RSP) Unregistered Savings Plan (GREG) enrollment form Sun Life Financial, Group Retirement Services PO Box 2025 STN Waterloo, Waterloo ON N2J 0B4 www.sunlife.ca Important:

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How to fill out non-registered savings plan nreg

01

Step 1: Gather all necessary identification and financial information required to fill out the non-registered savings plan application form.

02

Step 2: Obtain the non-registered savings plan application form from the financial institution offering the plan.

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Step 3: Read the instructions provided with the application form carefully.

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Step 4: Fill out the personal details section of the application form, including your name, address, and contact information.

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Step 5: Provide the necessary identification information, such as your social security number or passport number.

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Step 6: Specify the type of non-registered savings plan you wish to open and the investment options you prefer.

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Step 7: Determine the initial contribution amount for your non-registered savings plan.

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Step 8: Review the terms and conditions of the plan and make sure you understand them.

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Step 9: Sign and date the application form.

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Step 10: Submit the completed application form to the financial institution along with any required supporting documents.

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Step 11: Wait for the confirmation and account details from the financial institution.

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Step 12: Start making contributions to your non-registered savings plan as per the given instructions.

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Step 13: Regularly monitor and review your non-registered savings plan to assess its performance and make any necessary adjustments.

Who needs non-registered savings plan nreg?

01

Individuals who do not have registered retirement plans, such as an RRSP or a company pension, may consider a non-registered savings plan (NREG).

02

Self-employed individuals who do not have access to employer-sponsored retirement plans can also benefit from an NREG.

03

People who have maximized their contributions to registered plans and still have surplus funds available for investment.

04

Individuals looking for more flexibility with their investments and withdrawals compared to registered plans.

05

Those who want to save for long-term goals like education, home purchase, or early retirement without the restrictions of registered plans.

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What is non-registered savings plan nreg?

A non-registered savings plan (NREG) is a plan that allows individuals to save money outside of registered savings plans like RRSPs or TFSAs.

Who is required to file non-registered savings plan nreg?

Individuals who have a non-registered savings plan are required to file NREG.

How to fill out non-registered savings plan nreg?

To fill out a non-registered savings plan NREG, individuals need to report the details of their non-registered savings accounts and any income earned from these accounts.

What is the purpose of non-registered savings plan nreg?

The purpose of non-registered savings plan NREG is to ensure that individuals accurately report their non-registered savings income for tax purposes.

What information must be reported on non-registered savings plan nreg?

On a non-registered savings plan NREG, individuals must report details of their non-registered savings accounts, income earned from these accounts, and any applicable deductions or credits.

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