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> Initial Deposit Form- RETIREMENT SAVINGS PLAN
Initial Deposit Form- RETIREMENT SAVINGS PLAN
This form is for first time deposits.
Annuitant Information
Name
Parama Account Number
Phone Number
E-Mail
Type
Is this contract locked-in?
Yes
No
Contributor Information
Is this a spousal deposit?
Yes
No
Contributor's Name
Social Insurance Number (SIN)
No spaces
Deposit Information
Transaction Code
Cash Deposit
Internal Transfer
Transfer In From Other Institution
Transfer In From Pension/Superannuation
Transfer In From Deceased Spouse (60L)
Transfer In From Retiring Allowance (60J)
Transfer In From RRIF
Lifelong Learning Plan Repayment
Pension Adjustment Reversal
Transfer Under Subparagraph 60 (1) (v)
Deposit Date
Month
Month
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2020
2021
2022
Deposit Amount
$
Fixed term deposits are non-redeemable prior to maturity
Deposit Type
Variable Rate
Fixed Term
Complete Below for Fixed Deposits Only
Interest Rate
%
Compound Frequency
M
Q
S
A
D
Term
Renewal Option
Yes
No
Relinquishing Institution Information
Financial Institution Name
Account Number
Address
Country
- None -
Canada
Address 1
*
Address 2
City
*
Province
*
- Select -
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon Territory
Postal code
*
Phone Number
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