Get Connectionformatted November Version.doc

This guide aims to provide comprehensive instructions on completing the Connectionformatted November Version.doc, specifically designed for contribution deductions to the Group Retirement Savings Plan. Follow these steps to ensure accurate and efficient submission of your form.

Follow the steps to complete your form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Fill in your personal information, including your group policy number and the plan sponsor's name. Ensure that your last name, first name, middle initial, and date of birth are entered accurately, as this information must match official documents.
3. Indicate your contribution deduction preferences by selecting one of the options: begin deductions, change deductions, or stop deductions. Clearly state the start date for contributions in the specified format (dd/mmm/yyyy).
4. Complete the banking information section. It is essential to verify your banking information by attaching a blank cheque marked 'Void'. Make sure to provide your transit number and institution number, which can be found using the cheque sample provided later in the document.
5. Select how frequently you would like to contribute to your Group RRSP. Options include weekly, bi-weekly, monthly, or one-time lump sum contribution. Choose the option that best fits your financial plan.
6. Enter detailed banking information, including the name and address of the financial institution where your account is held, as well as your account number and the name of the depositor as it appears on bank records.
7. State your fund direction by providing the investment code and the percentage allocations for each investment. The total allocation must equal 100%. Ensure the accuracy of this information, as it determines how your contributions are invested.
8. Sign and date the form in the designated sections. This confirms your authorization for the deductions and verifies that the information provided is correct to the best of your knowledge.
9. Review the completed form for any errors or omissions before saving your changes. Once verified, you can download, print, or share the form as needed.

Complete your Connectionformatted November Version.doc online now to manage your contributions efficiently.