Pension Plan / Group RRSP

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Section A: Employee Information

Number of Full Time Employees: (24+ hours per week)

Are any of your employees seasonal or part-time?

  Yes No

Are all eligible employees participating in plan?

  Yes No
If no, please explain:

   

Section B: Company Information

Number of Owners:
What is the nature of your business?

Number of years company in business?

Has your company ever had
a Pension Plan?

  Yes No

If yes, what company? 

Start Date:

/ /
Date or timeframe coverage needed:

Name of Business:*

First Name:*

  Last Name:*

Job Title:*

Address:*

 City:*

Prov:*

   PC:*

Phone:*

Fax:

Email:*
Website:
Comments:
Your Accountants First Name:   Last Name:

Section C: Other coverages you are interested in
Buy / Sell Insurance
Key Person Insurance
Life Insurance

Group Critical Illness
Group Insurance
Other:

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