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Retirement Savings Plan (RSP) enrollment form Sun Life Financial, Group Retirement Services PO Box 11001 STN CV, Montreal QC H3C 3P3 www.sunlife.ca Please PRINT clearly. Not : La version franchise

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How to fill out rsp form

How to fill out online retirement savings plan

01

Start by accessing the online retirement savings plan website.

02

Create an account by providing your personal information such as name, date of birth, and contact details.

03

Once you have registered, log in to your account using the username and password you set up.

04

Navigate to the retirement savings plan section on the website.

05

Read and understand the instructions and guidelines provided regarding the plan.

06

Fill out the required fields with accurate information, such as your current income, desired retirement age, and desired retirement income.

07

Review the filled-out form to ensure all information is correct and accurate.

08

Submit the form electronically through the website.

09

Wait for a confirmation email or notification from the retirement savings plan provider.

10

Keep track of your savings and make any necessary updates to your plan as your financial situation changes.

Who needs online retirement savings plan?

01

Anyone who wants to save for retirement and have a secure financial future can benefit from an online retirement savings plan.

02

Individuals who prefer managing their retirement savings digitally rather than through traditional methods may find online plans convenient.

03

Those who want to have easy access to their retirement savings information and make changes to their plan whenever necessary would find online plans useful.

04

Employees who do not have access to employer-sponsored retirement plans can utilize online retirement savings plans to save for retirement.

05

Self-employed individuals and freelancers can also benefit from online retirement savings plans as they often do not have access to employer-based plans.

06

Young professionals who want to start planning and saving for retirement early on can use online plans to set goals and track their progress.

07

Individuals who want to take advantage of various investment options offered by online retirement savings plans can benefit from the flexibility and choices available.

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What is online retirement savings plan?

Online retirement savings plan refers to a digital platform or tool that allows individuals to save and invest money for their retirement through various financial products.

Who is required to file online retirement savings plan?

Individuals who want to save for their retirement and take advantage of tax benefits may be required to file an online retirement savings plan.

How to fill out online retirement savings plan?

To fill out an online retirement savings plan, individuals typically need to provide personal information, financial details, and investment preferences through the online platform.

What is the purpose of online retirement savings plan?

The purpose of an online retirement savings plan is to help individuals save and invest money for retirement in a tax-efficient manner.

What information must be reported on online retirement savings plan?

Information such as personal details, financial goals, investment preferences, and contributions made to the retirement savings plan must be reported on the online platform.

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