RRSP Contribution
Procedures for making your RRSP Contribution:
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
NOTE - please contact Sharon Hoodicoff at (250) 828-6767 if you do not currently have an RRSP account.
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:
Investment Planning Counsel
Attention: Vanessa Cullen
774 Seymour Street
Kamloops, BC V2C 2H3
If you have any questions or are unsure of your optimum RRSP Contribution, please contact Sharon Hoodicoff at (250) 828-6767
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Disclaimer: The information contained herein is for ON, NS, NB and BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.