Please select a policy:

Plan TypePolicyMember Number
RPP

11111111

12345

RRSP

22222222

12345

DPSP

33333333

12345

NRSP

44444444

12345

Stock

55555555

12345

TFSA

66666666

12345

  

Member Information
 
Jennifer SmithMember number 12345
Policy : 22222222 ABC Company
Plan 1 The Group Retirement Savings Plan for ABC Company RRSP
 
Registered Retirement Savings Plan
Class: 58104-001


Personal information
 
Member status:   Active
 
Date of birth:
(yyyy)


Beneficiary information
 
Primary beneficiaryRelationshipPercent
John Smith Spouse 100%

Contact information
 
According to our records, your current contact information is:
 
123 Main Street
Kitchener, Ontario
CANADA N1P 2R3
Phone: (123)456-7890
Email: jennifer.smith@company.com
 
Please change this information if it's not accurate.

  

Member Information
 
Jennifer SmithMember number 12345
Policy : 11111111 ABC Company
Plan 1 The Pension Plan for Employees of ABC Company
 
Registered Pension Plan
Class: All Regular Employee


Personal information
 
Member status:   Active
 
Date of birth:
(yyyy)



Marital status/Spouse's Information
Marital Status:
Spouse's first name:
Spouse's last name:
Spouse's date of birth:
(yyyy)
Please change your spouse's information if it's not accurate, then click on the Submit button to save your changes.

Beneficiary information
 
Primary beneficiaryRelationshipPercent
John Smith Spouse 100%

Contact information
 
According to our records, your current contact information is:
 
123 Main Street
Kitchener, Ontario
CANADA N1P 2R3
Phone: (123)456-7890
Email: jennifer.smith@company.com
 
Please change this information if it's not accurate.

  

Member Information
 
Jennifer SmithMember number 12345
Policy : 33333333 ABC Company
Plan 1 The Deferred Profit Sharing Plan for ABC Company
 
Deferred Profit Sharing Plan


Personal information
 
Member status:   Active
 
Date of birth:
(yyyy)


Beneficiary information
 
Primary beneficiaryRelationshipPercent
John Smith Spouse 100%

Contact information
 
According to our records, your current contact information is:
 
123 Main Street
Kitchener, Ontario
CANADA N1P 2R3
Phone: (123)456-7890
Email: jennifer.smith@company.com
 
Please change this information if it's not accurate.

  

Member Information
 
Jennifer SmithMember number 12345
Policy : 44444444 ABC Company
Plan 1 The Non-registered Savings Plan for ABC Company
 
Non-registered Savings Plan


Personal information
 
Member status:   Active
 
Date of birth:
(yyyy)


Beneficiary information
 
Primary beneficiaryRelationshipPercent
John Smith Spouse 100%

Contact information
 
According to our records, your current contact information is:
 
123 Main Street
Kitchener, Ontario
CANADA N1P 2R3
Phone: (123)456-7890
Email: jennifer.smith@company.com
 
Please change this information if it's not accurate.

  

Member Information
 
Jennifer SmithMember number 12345
Policy : 55555555 ABC Company
Plan 1 The Employee Share Onwership Plan for ABC Company
 
Employee Share Onwership Plan


Personal information
 
Member status:   Active
 
Date of birth:
(yyyy)


Beneficiary information
 
Primary beneficiaryRelationshipPercent
John Smith Spouse 100%

Contact information
 
According to our records, your current contact information is:
 
123 Main Street
Kitchener, Ontario
CANADA N1P 2R3
Phone: (123)456-7890
Email: jennifer.smith@company.com
 
Please change this information if it's not accurate.

  

Member Information
 
Jennifer SmithMemebr Number 12345
Policy : 66666666 ABC Company
Plan 1 Tax-Free Savings Account for ABC Company Employees
 
Tax-Free Savings Account


Personal information
 
Member status:   Active
 
Date of birth:
(yyyy)


Beneficiary information
 
Primary beneficiaryRelationshipPercent
John Smith Spouse 100%

Contact information
 
According to our records, your current contact information is:
 
123 Main Street
Kitchener, Ontario
CANADA N1P 2R3
Phone: (123)456-7890
Email: jennifer.smith@company.com
 
Please change this information if it's not accurate.