ABC Company	Policy number: 22222222
Registered Retirement Savings Plan

Report selected: Retirement Goal Setting Report

To schedule this report on a recurring basis

Frequency: Monthly Quarterly (every three months) Semi annual (every six months) Annual (every 12 months) Information to include on your report: Previous Month Previous Three Months Previous Six Months Previous Twelve Months YTD information based on current calendar year end YTD information based on last plan anniversary date Members To Include: Active and Inactive members Active members only Select a date to receive your report? January February March April May June July August September October November December 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27   Do you want to receive an e-mail notification when your report is ready? Yes No Here is the e-mail address we have on file for you:  (Change your e-mail address above if incorrect. Any changes submitted will update your current contact information on file.)