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Get Rollover Reinvestment Form - Saskworks
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How to fill out the Rollover Reinvestment Form - SaskWorks online
Completing the Rollover Reinvestment Form - SaskWorks can streamline your investment management process. This guide provides step-by-step instructions to assist you in successfully filling out the form online.
Follow the steps to complete the Rollover Reinvestment Form effectively.
- Press the ‘Get Form’ button to access the Rollover Reinvestment Form - SaskWorks and open it in your preferred online editor.
- In Area 1, provide your personal details. Enter your name, account number, and Social Insurance Number (SIN) accurately to ensure proper identification.
- Navigate to Area 2 for rollover or reinvestment instructions. Choose whether to redeem eligible shares by filling in the fund code, amount, or number of shares as applicable.
- In Area 3, provide switch or reinvestment instructions if applicable. Select the funds you are switching from and to, and indicate the number of shares or amounts you wish to redeem.
- Acknowledge the statements provided in the form regarding the prospectus and hold periods by checking the box as indicated.
- Complete the date field and provide your signature in the designated area at the bottom of the form to confirm your request.
- Once you have filled out all sections of the form, you may save your changes. You can then choose to download, print, or share the completed form as needed.
Take action now and complete your Rollover Reinvestment Form - SaskWorks online to manage your investments efficiently.
SaskWorks is a Saskatchewan-based retail mutual fund that invests in privately-held small and medium-sized businesses owned or primarily operated Saskatchewan. Investments in SaskWorks are eligible to receive a tax credit equal to 32.5% in addition to their RRSP tax deferral.
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