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2010 Quotes & Illustrations.

Please complete the information below making sure to fill in all mandatory fields


* = Mandatory

1. YOUR INFORMATION
*Submitted By: *Company:
*E-Mail: *Phone:
Fax: **Select A GBL Inc. Consultant:
I wish to copy in my client's financial advisor who has requested a copy of the illustration please use this e-mail address (optional):
 
 
**If you do not have a GBL Consultant select "Please Assign" and we will assign one to you. Your consultant will be in touch using the information you provide above.
SPACER

To obtain an IPP illustration, please provide the information requested below.
Earnings must include all T4, T4A and T4PS income from your company (or related companies).
   
2. SPONSORING COMPANY INFORMATION
 
 
* Company Name or Confidential for Now:
 
 
* Date of Incorporation:
(dd/mm/yyyy) 		* Company Year-end:
(dd/mm)
 
     
  3. PLAN MEMBER INFORMATION  
 
*How Many Members in the Plan?
*Province of residence
   
 
 
 
Plan Member

Spouse
*(If Participating)
*Full Name
*Date of Birth (dd/mm/yyyy)
*Date of Hire (dd/mm/yyyy)
 
     
  Income History -T4 Income from Sponsoring Company -
Do not input commas or periods. Round up to the next dollar		  
 
Year
Plan Member
Spouse
*2010(estimate)
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
 
 
SPACER  
RRSP Status (from CCRA's 2009 RRSP Contribution Limit Statement on individual's tax return):
Member Spouse
RRSP Information Current Account Balance
*Unused RRSP Deduction
Room as at December 31, 2009(please input 0 if there is no room)
Unclaimed RRSP
Contributions as at December 31, 2009 please input 0 if there is no room):
*Do not include current year's unused room. Do not make RRSP contributions in the year an IPP is set up.
*Connected Person?
(Owns or is married to shareholder with 10% or more of Company's shares)		 Yes
No
SPACER
*Has the plan member ever been a member of any other pension plan or deferred profit sharing plan registered by this employer?
 Yes
No

If yes we need further information to calculate past service,

please provide the:

  • type of plan,
  • assets at December 31, 2009,
  • date of entry into the plan,
  • current status of plan and,
  • PA information for years dating back to the date of incorporation
 
 

 
     
  * = Mandatory