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STEP Events Student Transition & Elevation Partnership Program Mario Milosevic Ph.D. Candidate, University of Toronto Vice Chair, Member Products & Services, IEEE MGA Young Professionals Committee

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What is step events?

Step events are significant life events such as marriage, divorce, birth, or death that may impact an individual's financial situation.

Who is required to file step events?

Individuals who experience significant life events such as marriage, divorce, birth, or death are required to file step events.

How to fill out step events?

Step events can be filled out using the designated form provided by the relevant institution or online platform. The individual must provide accurate and detailed information about the event.

What is the purpose of step events?

The purpose of step events reporting is to ensure that individuals' financial records are up-to-date and reflect any changes in their circumstances.

What information must be reported on step events?

Information such as the date of the event, names of individuals involved, and any relevant documentation (e.g., marriage certificate, death certificate) must be reported on step events.

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