/ IPP Quote Request Form

Data Form for Quote

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As an alternative to the form below, you may download our IPP Quote Request Form and submit the completed PDF with supporting documents via our secure e-courier email

  • Prospective Member Information

  • Someone who directly or indirectly holds 10% or more of any class of shares of the Company, is related to such a person, or deals at non-arms length with such a person.
  • Someone who currently or previously, in aggregate, or in conjunction with a related individual, has held more than 50% of a controlling share of the Company.
  • Company Information

  • Eligibility for Past Service Benefits

    Members are eligible for past service benefits for earnings starting from 1990. However, before an employer can provide past service benefits to contribute on behalf of the IPP member, tax regulations require that the member satisfy certain RRSP conditions.
  • This should be inclusive of any 2017 contributions made before March 1, 2018.
  • RRSP Information can be found on CRA's My Account or from your most recent Notice of Assessment (NOA). A copy of your NOA will be requested upon plan implementation.
  • Employment Income History

    Only T4-type income from the company that will participate in the plan is eligible for pension purposes. To provide T4 income history, you may:

    1. 1. Retrieve historic T4 slips and attach them below prior to submitting this form
    2. 2. Log into CRA's My Account and attach of copy of the T4 history below.
    3. 3. If only estimates are available at this time, complete the fields below. Note that this option will require a verification process prior to implementation, and may have an impact on the accuracy of the plan funding quote.
  • Submitter Information

  • Drop files here or