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Ce formulaire est utilisé pour enregistrer un transfert direct d\'un REER vers le Régime de retraite du SEFPO en vertu du paragraphe 146(6)(a) de la Loi de l\'impôt sur le revenu.

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How to fill out rrsp direct transfer form

01

Obtain the RRSP direct transfer form from your financial institution.

02

Fill in your personal information such as name, address, and social insurance number.

03

Indicate the type of RRSP account you are transferring from and to.

04

Provide the account numbers for both the current RRSP and the new RRSP.

05

Complete any required sections regarding the financial institutions involved.

06

Sign and date the form to authorize the transfer.

07

Submit the form to your current financial institution for processing.

Who needs rrsp direct transfer form?

01

Individuals looking to transfer their RRSP savings to a different financial institution.

02

Those wanting to consolidate multiple RRSP accounts into one.

03

People changing their investment strategy and requiring a transfer of funds.

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What is rrsp direct transfer form?

The RRSP direct transfer form is a document used to facilitate the transfer of funds from one Registered Retirement Savings Plan (RRSP) to another without triggering tax implications.

Who is required to file rrsp direct transfer form?

Individuals who wish to transfer their RRSP funds from one financial institution to another are required to file the RRSP direct transfer form.

How to fill out rrsp direct transfer form?

To fill out the RRSP direct transfer form, you must provide personal information such as your name, address, and Social Insurance Number, specify the amounts to be transferred, and include details of both the sending and receiving financial institutions.

What is the purpose of rrsp direct transfer form?

The purpose of the RRSP direct transfer form is to ensure that funds are moved between RRSP accounts without penalties or tax liabilities, allowing for the continued tax-deferred growth of retirement savings.

What information must be reported on rrsp direct transfer form?

The RRSP direct transfer form must report detailed information such as the account holder's personal information, the amount to be transferred, the account numbers of both the sending and receiving institutions, and any relevant identification numbers.

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