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  • Gp0766e Form

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Use this form for cash withdrawals, transfer of funds to an individual or group plan with Manulife Financial or transfer of funds to another financial institution. To terminate membership in the plan, use form GP0765. If you belong to more than one plan, complete a separate form for each plan. Your personal information Plan Sponsor/Employer Group Policy number Member number Customer number Last name First name Mailing address (number, street and apartment number) City Province Middle.

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Sign in to your account and go to My Profile > View My Plan Material to find out whether you can withdraw or take money out of your plan. If your plan lets you make a withdrawal online, sign in and go to My Account > Make a Withdrawal. Follow the instructions. You can take out $20,000 or less.

If you own locked-in RRSPs, generally you will not be allowed to withdraw funds from them. If you do not know if your RRSPs are locked in, contact your RRSP issuer. If your RRSPs are not locked in, you can withdraw funds at any time.

Money in a locked-in plan is actually in an RRSP. It's a locked-in RRSP. So when you withdraw money from it, the normal RRSP redemption rules would apply (10% will be withheld for income tax if you withdraw $5,000 or less. 20% will be withheld if you withdraw between $5,000 and $15,000.

A locked-in retirement account (LIRA) is a special type of registered retirement savings plan (RRSP) into which a person can transfer the amounts that are in a supplemental pension plan, a voluntary retirement savings plan (VRSP) locked-in account or a life income fund (LIF).

For Registered Pension Plans, we send a statement outlining available options to the plan member. For RRSPs and other plans, the plan member can generally cash out or move funds to a Manulife personal plan after 60 days.

When we receive a withdrawal request in good order, we process it right away. You will receive your withdrawal by Electronic Funds Transfer (EFT) within 3-5 business days. If you're not set up for EFT, we'll write you a cheque and send it by regular mail.

To unlock your money, you must give your pension plan or financial institution a copy of the CRA letter along with the necessary paperwork which they will provide and process for you. Please call the CRA at 1-800-267-5177 if you have questions about non-residency.

All your RRSP information—including contributions made, earned, carried forward, deducted, and your total contribution room for the coming year—can be found on the Notice of Assessment you receive from the CRA, or online in your CRA My Account.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232