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Subsequent Deposit Form - RETIREMENT SAVINGS PLAN

(if other than Annuitant)
No spaces
Investment Options
$
$
Fixed Information Only
%
*Fixed term deposits are non-redeemable prior to maturity

Receipt of Deposit

The Credit Union acknowledges receipt of the deposit accompanying this document to be paid to the Trustee upon the terms and conditions related to such deposits contained in the Trust Agreement between the Credit Union and Concentra Trust.
It is the applicant's responsibility to ensure deposits do not exceed the maximum amount deductible under the Income Tax Act of Canada.
Please Review Carefully
  • I hereby apply for participation in the Trustee's Retirement Savings Plan (Plan) in accordance with the Declaration of Trust supplied to me.
  • I request that the Trustee apply for registration of my Plan as a retirement savings plan with the proper authorities pursuant to the provisions of the Income Tax Act (Canada).
  • I request that this contribution, and any subsequent contributions, be deposited or invested in the Credit Union above named by the Trustee and I acknowledge that the terms and conditions of such deposits or investments have been and will be agreed upon between myself and the Credit Union and that suchs deposits or investements will be held in trust by the Trustee.
  • I hereby acknowledge that I am soley responsible for determing the amount of contribution to the Plan which I may claim as a deduction under applicable tax legislation.
  • I hereby acknowledge that any payments received by me under the Plan must be included in my income for the taxation year of receipt and will be subject to tax under the applicable tax legislation.
  • I confirm that the information provided to Parama Credit Union (PARAMA), its agents or affiliates is complete and accurate. I hereby agree and consent to, and accept this as notice of, the terms of the PARAMA Confidentiality and Privacy Statement (located at). I further agree and consent to PARAMA obtaining and retaining my personal information in order to ascertatin my identity as required by the Proceeds of Crime (Money Laundering) and Terrorist Financing Act as required by law.