Complete this form to make a withdrawal or transfer from your RRSP.
The member's signature is required
on the bottom of the form. Submit the form, along with $40.00 to the Union Office. Payment
will be made from Manulife in about 10 business days.
Open Form
New retirement kits from Manulife are available for pick-up at the office. Please contact Sue for additional information.
In the past the IBEW Local 894 Union Office was responsible for full reporting related to RRSP contributions for
our members on T4A's.
The Canada Revenue Agency recently conducted a review of the tax reporting system and has requested
that IBEW Local 894 no longer report RRSP contributions on T4A's. It is the Employer's responsibility to report this
income on their T4's.
We have notified the Employers of this change and members will see their RRSP contributions on the T4's issued by their
Employers starting with the year 2007 T4's. It is important to be aware that the Employers have been advised to
include the December 2006 RRSP contributions on the year 2007 T4 as this amount was not included in the year
2006 T4A issued by the union office.
The Pension Trustees are pleased to announce that they have chosen a consulting firm to assist members with
their retirement program. Reuter Benefits provides members with independent investment and retirement counselling.
They conduct group meetings, one-on-one counselling sessions and provide written communications for the membership.
Members who would like to review their investment portfolio are advised to contact Lorna Stewart, Certified Financial
Planner, or Heather Bezruki, Account Manager, at 1-800-666-0142 or via fax at 1-888-634-0591.
or
may also be contacted via email.
Should you be approaching retirement and require assistance in determining your retirement income needs and options,
you may wish to contact Lorna. You are encouraged to use the
Retirement Budget Worksheet provided to assist you with your planning.