Get Emp5499 Form

Completing the Emp5499 Form is essential for transferring an existing Registered Disability Savings Plan (RDSP) to a new financial organization. This guide aims to provide a clear, step-by-step approach to ensure you can fill out this form accurately and efficiently online.

Follow the steps to complete the Emp5499 Form online successfully.

1. Click ‘Get Form’ button to access the Emp5499 Form, enabling you to open it for editing.
2. In Part A, provide personal details for the plan holder requesting the transfer. Enter the first name, last name, telephone number, address, and postal code for each plan holder involved in the transfer. If there is a joint holder, include their information as well.
3. Include the beneficiary's details, such as their first name, last name, date of birth, and gender. Be sure to verify that these details are accurate to avoid any issues during the transfer process.
4. In Part B, the new financial organization must complete and sign their section. Specify the issuer's name, telephone number, address, postal code, RDSP contract number, and the date the contract was opened.
5. Proceed to Part C, where the prior financial organization provides necessary details regarding past contributions and grants. This ensures that all accounts are updated and compliant with regulations. Include the issuer's name, telephone number, address, and contract number.
6. Sign and date the declaration and consent section in Part A. Ensure that all plan holders and beneficiaries over 18 provide their consent.
7. Once the entire form is filled out, save all changes, and prepare to share or print the completed document. Ensure that each organization retains a signed copy for their records.

Begin completing your documents online now for a smooth RDSP transfer process.