Ivari provisions 2026

1. Click ‘Get Form’ to open the ivari provisions in the editor.
2. Begin by selecting the product you are applying for under the 'PRODUCT' section. Choose either 'Transpac' or 'Harvest' by checking the appropriate box.
3. In the 'PLAN TYPE' section, indicate your plan type. Ensure you select only one option that applies to your situation, such as 'Non-Registered' or 'Retirement Savings Plan (RSP)'.
4. Complete the 'OWNERSHIP TYPE' section by providing your ownership information. If applicable, fill out details for joint ownership in section 2b.
5. Fill in the 'SPOUSAL INFORMATION' if your spouse contributes to your RSP contract. This is crucial for accurate calculations of minimum payments.
6. Provide annuitant information in section 4, ensuring all fields are completed accurately, including language preference and date of birth.
7. Review all sections carefully before submitting. Highlighted sections are mandatory and must be completed for processing.

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