Individual
Pension Plan (IPP) Implementation Preview
of Data Requirement
A. Plan Sponsor Data
1.
Legal name
2.
Address
3.
Phone number
4.
Facsimile number
5.
Nature of business
6.
Date of incorporation
7.
Fiscal year end
8.
CRA Employer Remittance Account Number e.g., 123456789-RP-0001
9.
Company contact information, including email address
B. Member Data
1.
Name
2.
Date of Birth
2.
Gender
3.
Social Insurance Number
4.
Province of Employment
5.
Date of Hire
6.
Connected Person status
7.
T4 earnings history from 1991-2009 plus expected T4 earnings for 2010
8.
Credited service history for 1991-2009 plus expected credited service
for 2010 (default is 12 months per year)
9.
1990 T4 earnings
10.
Current RRSP Balance (Market Value)
11.
Unused RRSP Contribution Room from previous December 31st
C. Insurance Company,
if any
D. Trust Company,
if any
E. Individual Trustees
Information for each trustee including which trustee is independent,
if any
1.
Name
2.
Social Insurance Number
3.
Address
4.
Phone Number
5.
Email Address
F. Data for Financial
Advisor used, if any
1.
Name of financial advisor
2.
Company Name
3.
Address
4.
Phone Number
5.
Facsimile Number
6.
Email address
7.
Agent Code
G. Data for Accountant
used, if any
1.
Name of accountant
2.
Company name
3.
Address
4.
Phone Number
5.
Facsimile Number
6.
Email address
If
you need further information or assistance, please contact us by telephone
at (604) 730-1898 or by email at IPP-New@WAInc.ca.
