Step 1: Click here to print the RRSP Contribution Form
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Step 2: In the area marked Client Name (1), fill out your name, Social Insurance Number, and Date of Birth.
If your contribution is into a Spousal RRSP, fill out the Client Name (2) section with your spouses' Name, SIN and Date of Birth.
Step 3: If you already have an RRSP account, please fill in your account number. Your contribution will go into the Counsel Money Market Fund, FE, unless indicated otherwise. If you wish to change this, please add the correct fund name and intitial the change.
Sign your name and date the bottom left of the form in the area marked Client Signature 1.
If your contribution is into a Spousal RRSP, your spouse is to sign and date in the area marked Client Signature 2.
Step 4: Make a cheque payable to "IPC Investment Corp. In Trust" for the total amount of your RRSP Contribution.
Step 5: Mail the completed form and cheque to the following address:
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Investment Planning Counsel |
Investment Planning Counsel Attention: Lynne Hulme 348 Guelph Street, Unit #3, Georgetown, ON L7G 4B5 |
If you have any questions or are unsure of your optimum RRSP Contribution, please contact Rebecca Clark, Etobicoke Branch at 416-644-2555 - Ext 324 or Lynne Hulme, Halton Hills Branch 905-877-4579.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.