First Nations Insurance

This must be completed before the eligibility date by each person wishing to join the plan. For spousal RSP's, the spouse receiving the contributions is considered the applicant and must complete this form. A spouse may also apply for a personal RSP in the event that they wish to make their own contributions. Whether applying for a spousal, a personal or both, only one application is required. If a spouse applies for both, they will always receive combined statement information.

This is completed by a member when the employer/plan sponsor has given the member investment control, and the member wishes to change investment instructions for new contributions or maturing guaranteed investment funds. This form is also to be used where the member wishes to
transfer existing assets between funds.

This is to be completed when any of the following information changes for a member - member name, beneficiary name (not to change your beneficiary or to designate a beneficiary, but simply if the beneficiary's name has changed for example due to marriage), member address, member province of employment (RPP), member spousal information (RPP).

This is completed by a member wishing to change a beneficiary (primary or contingent) or to appoint or change a trustee.

This from is to be used only if a member wishes to withdraw voluntary funds from their RPP, if allowed under plan specifications. A fee may apply.