Get The Request For Member Withdrawal Great-west Life

Completing the Request For Member Withdrawal Great-West Life is an essential step for users wishing to access their retirement savings or transfer funds to another plan. This guide will provide you with clear, step-by-step instructions to help you navigate the form effectively.

Follow the steps to accurately complete your request for member withdrawal.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the employer or plan sponsor information. Enter the name of the employer or plan sponsor as required in the designated field.
3. Provide your member information. This includes your policy or plan number, last name, initial, first name, business and home telephone numbers, certificate or social insurance number, and home address.
4. Choose the appropriate part for your request. For a standard withdrawal or transfer, complete Part A. For a Homebuyer's withdrawal, complete Part B, or for a Lifelong Learning withdrawal, complete Part C. Ensure you follow the instructions linked to each part.
5. In Part A, indicate whether you are withdrawing from your Registered Savings Plan (RSP), Registered Pension Plan (RPP), or other types of funds. Specify whether you wish to receive funds as a cheque or deposit them to your bank account.
6. Enter the amount requested in the provided section and specify if you want to withdraw the total value before or after applicable taxes are withheld.
7. If applicable, complete the additional details regarding contributions made on a Reserve and the entitlement to the Indian Registry number.
8. In Part B and Part C, if you're requesting a Homebuyer's withdrawal or Lifelong Learning withdrawal, be sure to complete the mentioned payment method and attach the required Canada Revenue Agency forms.
9. In Part F, sign and date the form to request the withdrawal and/or transfer as outlined.
10. If you have named an irrevocable beneficiary, ensure they complete Part G by signing and dating where indicated.
11. If your plan requires employer consent for in-service withdrawals, have the employer or plan sponsor sign and date Part H.
12. Once all sections are completed, save your changes or download the form for printing and sharing.

Complete your Request For Member Withdrawal Great-West Life online today for smoother fund management.