Individual Pension Plan (IPP) Implementation
Preview of Data Requirement

A. Company Data

1. Is this an IPP for 1 person or 2 persons

2. Legal name

3. Address

4. Phone number

5. Facsimile number

6. Date of incorporation

7. Fiscal year end

8. CRA Employer Remittance Account Number e.g., 123456789-RP-0001

9. Nature of the business

10. Company contact information, including email address

B. Member Data

1. Name

2A. Date of Birth

2B. Gender

3. Social Insurance Number

4. Province of Employment

5. Date of Hire

6. Connected Person status

7. T4 earnings history from 1991-2007 plus expected T4 earnings for 2008

8. Credited service history for 1991-2007 plus expected credited service for 2008 (default is 12 months per year)

9. 1990 T4 earnings

10. Current RRSP Balance (Market Value)

11. Unused RRSP Contribution Room from previous December 31^st

C. Insurance Company, if any

D. Trust Company, if any

E. Individual Trustees Information for each trustee including which trustee is independent (i.e., not a shareholder, partner, or employee of the company), 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-Help@WAInc.ca.