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This document is an enrolment form for the group savings and retirement plan offered by Industrial Alliance Insurance and Financial Services Inc. It provides instructions on how to enroll online or by phone, outlines the personal information required for enrolment, and explains the rights and responsibilities of the annuitant regarding their personal information and contributions to the plan.
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How to fill out retirement savings plan enrolment

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How to fill out retirement savings plan enrolment

01
Gather necessary personal information such as social security number, address, and employment details.
02
Review the retirement savings plan options provided by your employer.
03
Determine your contribution amount based on your financial goals and the plan's contribution limits.
04
Complete the enrolment form, ensuring all sections are filled out accurately.
05
Select your investment options, if applicable, based on your risk tolerance and time horizon.
06
Review your completed enrolment form for any errors or missing information.
07
Submit the form to your HR department or financial administrator before the provided deadline.

Who needs retirement savings plan enrolment?

01
Employees looking to save for retirement.
02
Individuals who want to take advantage of employer matching contributions.
03
Workers wanting to benefit from tax advantages associated with retirement plans.
04
Any person aiming to secure their financial future post-retirement.
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Retirement savings plan enrolment refers to the process by which individuals participate in a retirement savings program, allowing them to set aside funds over time to support their financial needs in retirement.
Individuals who wish to participate in a retirement savings plan, including employees and employers offering these plans, are typically required to file for enrolment.
To fill out a retirement savings plan enrolment, individuals must complete the designated application form provided by their employer or the financial institution managing the plan, providing required personal information and selecting contribution options.
The purpose of retirement savings plan enrolment is to facilitate individuals' preparation for retirement by allowing them to save and invest funds that will be utilized during their retirement years.
The information that must be reported typically includes personal identification details, employment information, selected contribution amounts, and beneficiaries.
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Retirement Savings Plan RSP Enrolment Industrial Alliance Group Savings Plan Personal Information Contributions Beneficiary Designation Electronic Communications Retirement Planning Financial Services

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