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Click ‘Get Form’ to open the RRSP Withdrawal Request in our editor.
Begin by completing the Planholder Identification section. Fill in your surname, first name, home and business telephone numbers, and Social Insurance Number.
Select the reason for your withdrawal from the provided options. Ensure you attach any necessary forms based on your selection.
In the Withdrawal Information section, specify which Simplii Financial RRSP Plan Type you are withdrawing from. Remember, a separate form is needed for each plan type.
Indicate how much you wish to withdraw by selecting either 'Full Amount' or 'Partial Amount'. If partial, specify if you want to close the RRSP.
Choose when you would like the withdrawal processed: as soon as possible, on maturity date (for GICs), or mail draft to your home address.
Provide details on where to send the proceeds of your withdrawal by filling in your Simplii Financial account information.
Finally, read and acknowledge the terms in the Planholder Acknowledgment section before signing and dating the form.
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