Personal Pension Plan (PPP) Confidential Questionnaire

    ADVISOR INFORMATION






    SPONSORING COMPANY INFORMATION





    PLAN MEMBER





    T4 INCOME FROM SPONSORING COMPANY

    (DO NOT INCLUDE DIVIDENDS OR OTHER INCOME)







    RRSP INFORMATION REQUIRED

    *Do not include current year’s unused room. Do not make RRSP contributions in the year an IPP is set up.







    Actuarial services provided by IA financial group. Plan Administration provided by Integris Pension Management corporation. Copyright ⓒ 2018-2022. All rights reserved.