Get Futurestep Rrsp Enrollment Form

This guide provides comprehensive instructions to assist users in filling out the Futurestep RRSP Enrollment Form online. By following these steps, users will ensure a complete and accurate submission, facilitating their enrollment in a Group Registered Retirement Savings Plan.

Follow the steps to successfully complete the enrollment form.

1. Click the ‘Get Form’ button to obtain the Futurestep RRSP Enrollment Form and access it in the online editor.
2. Begin completing the form by identifying if your enrollment is as a Member or a Spousal Member. Check the appropriate box to specify your relationship.
3. Provide information about the plan, including the plan sponsor, group annuity policy number, and your member number. Ensure you fill this accurately for verification.
4. Input your personal details in the designated sections. This includes your gender, first and last name, mailing address, date of birth, and social insurance number (SIN). Review for completeness.
5. If enrolling as a Spousal Member, provide the necessary details about the contributor, including their name, date of birth, and SIN.
6. Designate your beneficiary or beneficiaries. This includes their name, relationship to you, and the percentage of proceeds that they will receive.
7. Complete the investment instructions section. Select your investment strategy by filling in either the Retirement Date Fund, Asset Allocation Fund, or building your own portfolio.
8. Review the Enrolment and Registration Authorization section and sign the form. Make sure to date your signature.
9. Once all sections of the form are filled out, review your inputs for any errors or missing information.
10. Final steps include saving your changes, downloading a copy of the completed form, and ensuring it is properly submitted as per the instructions provided.

Complete your Futurestep RRSP Enrollment Form online today for an effective start to your retirement savings.