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Click ‘Get Form’ to open the Request for member withdrawal in the editor.
Begin by filling out the Employer/Plan Sponsor Information section. Enter the name of your employer and the policy/plan number.
In the Member Information section, provide your last name, initial, first name, certificate/social insurance number, and both home and daytime telephone numbers.
Complete Part A if you are requesting a cash withdrawal or transfer. Indicate which funds you wish to withdraw from (RSP, RPP, etc.) and specify the amount requested before tax.
If applicable, complete Parts B or C for Homebuyer’s or Lifelong Learning withdrawals respectively. Ensure to attach any required forms like T1036 or RC96.
Sign and date in Part F to authorize the request. If there is an irrevocable beneficiary, ensure they sign in Part G.
Finally, if employer consent is needed, have it signed in Part H before submitting your completed form.

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