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RRSP Withdrawal Request - Simplii FinancialTM 2026
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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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