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Application for membership in a nonregistered savings plan Return to The Greatest Life, Group Retirement Services 18007243402SECTION 1 EMPLOYER/PLAN SPONSOR INFORMATION Name of employer/plan sponsorPolicy/plan

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How to fill out non-registered savings plan

01

To fill out a non-registered savings plan, follow these steps:

02

Determine your financial goal: Decide on the purpose of your savings plan, whether it's for retirement, education, a down payment, or any other specific goal.

03

Assess your risk tolerance: Consider how much risk you are willing to take with your investments. Non-registered savings plans often involve investing in securities or other assets that may fluctuate in value.

04

Choose investments: Select the investment products that align with your financial goal and risk tolerance. These can include stocks, bonds, mutual funds, GICs, or other options.

05

Open a non-registered account: Contact a financial institution or investment firm to open a non-registered account specifically for your savings plan.

06

Provide required information: Fill out the necessary forms and provide the requested personal and financial information to open the account.

07

Deposit funds: Transfer the desired amount of money into your non-registered account. This can be done through direct deposits, electronic transfers, or other accepted methods.

08

Monitor and review: Regularly monitor the performance of your investments and review your savings plan to ensure it aligns with your goals. Make any necessary adjustments or rebalancing.

09

Tax considerations: Be aware of the tax implications of non-registered savings plans. Consult with a tax professional or financial advisor to understand how your investments may be taxed.

10

Withdrawals and usage: When you need to use the funds from your non-registered savings plan, you can make withdrawals as necessary. Keep in mind any potential tax consequences and expenses.

11

Seek professional advice: If you are unsure about any aspect of your non-registered savings plan, consider seeking advice from a financial planner or advisor.

Who needs non-registered savings plan?

01

A non-registered savings plan can benefit several groups of individuals including:

02

- Those who have maximized their contributions to registered plans (such as RRSPs or TFSAs) and want additional savings options.

03

- Individuals who want to invest for specific financial goals that may not be covered by registered plans, such as saving for a down payment on a house or funding a child's education.

04

- High net worth individuals who want to diversify their investment portfolio beyond registered plans.

05

- Those who require more liquidity and flexibility in accessing their savings, as non-registered plans do not have the same restrictions on withdrawals as registered plans.

06

- Investors who have a higher risk tolerance and are comfortable with potentially higher returns by investing in non-registered accounts.

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What is non-registered savings plan?

A non-registered savings plan is an investment account that is not registered with the government for tax purposes.

Who is required to file non-registered savings plan?

Individuals who have non-registered investment accounts are required to file non-registered savings plan.

How to fill out non-registered savings plan?

To fill out a non-registered savings plan, individuals need to report the details of their investment accounts, including any gains or losses.

What is the purpose of non-registered savings plan?

The purpose of a non-registered savings plan is to track and report investment income for tax purposes.

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

Information such as investment income, gains, losses, and contributions must be reported on a non-registered savings plan.

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