Get Canada Manulife Ge11639 2017

Completing the Canada Manulife GE11639 form can be a straightforward process if you follow the appropriate steps. This guide is designed to provide you with clear and comprehensive instructions for filling out the form online.

Follow the steps to successfully complete your withdrawal request

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, enter your client information including your client number, first name, family name, home address, city, province, telephone number, social insurance number (SIN), and postal code.
3. Move to Section 2 to specify the details of your withdrawal request. Indicate which plan you are withdrawing from, such as NOREG, TFSA, RRSP, RRSP-Spousal, or specify another plan, if applicable.
4. If you are closing the member’s account, complete Section 3. Identify if all contributions have been reported or if a cheque is attached for any unreported contributions. Provide the dates for your employment and plan joining, select the province of employment, and include your signature and date.
5. In Section 4, specify the amount of the withdrawal. If it is a complete withdrawal, indicate '100%' in the percentage column. Complete any necessary details regarding the amount for contributions from employer, employee, or voluntary sources.
6. Proceed to Section 5 to indicate your payout instructions. Choose whether you want your assets paid in cash, information about The Advantage Program, or direct deposit into your bank account. Be sure to enclose a 'VOID' cheque if choosing direct deposit.
7. Finally, in Section 6, sign and date the form to certify the accuracy of the information provided and your awareness of any associated fees and penalties.
8. Once all sections are completed, you can save your changes, download, print, or share the form as necessary.

Complete your documents online today for a smooth withdrawal process.