RRSP Enrolment Instruction
Filling out the enrollment form:
Section 1 - RRSP Information
- Policy #: 20000731
- Plan #:1
- Member #: = SIN #
- Customer #: leave blank
Section 2 - Member Info
Provide your personal and address information. Enter today's date in the "Service Start Date" and "Plan Entry Date" boxes. Leave "Division" and "Member Class" boxes blank.
Section 3 - Contributor Info
Section 4 - Beneficiary Info
Enter the name of your beneficiary and their relationship to you. (If your beneficiary is a child, you must name a trustee.
Section 5 - Investment Direction
If you leave it blank, Manulife's investment managers will allocate funds as they see fit.
Call 1-888-245-5558 to speak to a member of the "investment education team" to learn about the many different investment funds that ADC's plan is currently signed up for (about 20 different funds).
NOTE: You will likely have to leave your name & number and they will call you back.
Page 2: Signature at Bottom
Sign bottom of page 2 and mail directly to Manulife. (ADC signature is not required.)
Don't forget to photocopy for your records.