Illustration request for an Individual Pension Plan (IPP)

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Illustration request

Please note that your personal data will be transmitted to our team in a secure manner. Once the illustration will be completed, your data will be deleted from our database.

Requestor

Name

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Company

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Telephone Number

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Language of requested illustration

English French

Member

Name

Please enter a value

Sex

M F

Birth date

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Date of hire

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Province of Employment

RRSP

Total RRSP balance

Please enter a value

Unused RRSP contribution room

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Company

Company name

Please enter a value

Owns more than 10% of company shares (Directly or indirectly)

Yes No

T4 earnings

Do all the historical T4 earnings come from the same company :

Yes No

Additional Member

Name

Please enter a value

Sex

M F

Birth date

Please enter a value

Date of hire

Please enter a value

Province of Employment

RRSP

Total RRSP balance

Please enter a value

Unused RRSP contribution room

Please enter a value

Company

Company name

Please enter a value

Owns more than 10% of company shares (Directly or indirectly)

Yes No

T4 earnings

Do all the historical T4 earnings come from the same company :

Yes No

Submit

About SAI

SAI is an independently-owned firm offering actuarial services since 1990

Information

www.saiinc.ca

SAI’s IPP Team

For any general question on IPP's or on illustrations, please contact our team of specialists:

Monday to Friday from 8 a.m. to 8 p.m.
By phone (toll-free): 1-888-370-2014
By e-mail: ipp@saiinc.ca

Our mailing address

1 Raymond Street, suite 301
Ottawa, ON, K1R 1A2

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