Holder Consent to a Registered Disability Savings Plan (RDSP) Transfer - EMP5612
Purpose
The new RDSP Transfer Form is to be completed by both Issuers during the transfer of plan assets from one financial institution to another. The information exchanged using this form will allow the receiving Issuer to correctly submit the required transfer information on the new contract registration transaction, and to administer the RDSP on an ongoing basis. The new Consent Form is to be used when one or more holders of the existing plan will not be named a holder of the new RDSP. Under these circumstances, the relinquishing Issuer will collect consent from all holders on the existing plan.
Group
Disability
Forms
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Holder Consent to an Registered Disability Savings Plan (RDSP) Transfer
PDF: Download ESDC-EMP5612, 150 KB, printed on 3 pages (8.5x11)