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Clear Form12837Ea (2019/07) Page 1 of 3Renaissance Investments Registered Retirement Income Fund (RIF) Successor Annuitant and/or Other Beneficiary Designation Form RIF Account NumberDateThis form
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How to fill out registered retirement income fund

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How to fill out registered retirement income fund

01
Determine the minimum amount you are required to withdraw from your RRIF each year based on your age and the total value of your RRIF.
02
Decide how often you want to receive your payments (monthly, quarterly, annually, etc.)
03
Fill out the necessary withdrawal forms provided by your financial institution, including specifying the amount and frequency of payments.
04
Ensure that you are aware of any tax implications associated with withdrawing funds from your RRIF.
05
Keep accurate records of all withdrawals made from your RRIF for tax reporting purposes.

Who needs registered retirement income fund?

01
Individuals who have saved money in a Registered Retirement Savings Plan (RRSP) and have reached the age of 71 years old, as they are required to convert their RRSP into a RRIF to start receiving retirement income.
02
Retirees who are looking to supplement their retirement income in a tax-efficient manner.
03
Those who want to maintain control over their investments while receiving a steady stream of income during retirement.
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A registered retirement income fund (RRIF) is a tax-deferred retirement plan registered with the Canadian government that provides retirees with a steady income in retirement.
Canadian residents who have reached the age of 71 and have a registered retirement savings plan (RRSP) are required to convert their RRSP into a RRIF.
To fill out a registered retirement income fund, individuals must consult with their financial institution or financial advisor to complete the necessary forms and select their investments.
The purpose of a registered retirement income fund is to provide retirees with a source of income during their retirement years by making regular withdrawals from the fund.
Information such as the name of the account holder, the financial institution holding the RRIF, the investments held in the RRIF, and the amount of income withdrawn must be reported on a registered retirement income fund.
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