As we continue in our efforts to make doing business with your clients as efficient as possible, the RRSP to RRIF Conversion for Class & GIF Contracts form has now been made available as a digital eSignature form. With this form, you can assist your client in converting their RRSP into an RRIF.   

Conversion requests can be submitted with ease through the My Advisor Dashboard. The eSignature forms section on the dashboard gives you access to online forms and applications that can be signed digitally, giving you a more convenient way to work with your clients.

eSignature forms are secure, encrypted and can be instantly signed anytime, anywhere, and on any device.

The following eSignature forms are available to you on My Advisor Dashboard:

Reminder: RRSP customers who reach age 71 by the end of this year must collapse their registered savings plans by the end of 2022. Please know that the deadline to submit conversions is December 7th. The new eSignature form (INP-130A) is now available to make this conversion easier. 

Updates will be provided as more forms and applications are enabled for eSignature.

You will receive a copy of the form once all parties have signed. Please note that your MGA may require a copy of the completed and signed document for auditing purposes. If this applies to you, please forward the signed document to your MGA.

Not registered yet? My Advisor Dashboard can make your life easier with real-time application statuses and self-service transactions, and we continue to enhance it with the features you have been asking for. You can also use this tool to:

• Find a list of Inforce Business Opportunities, such as Upcoming Term Renewals. Check back often, as the list is updated regularly.
• Check the status of new Insurance applications from the home page or even resume saved Fast & Full applications.
• Change a client's address online.
• Access client, policy searches and popular reports from the Business Centre.
• Make segregated fund deposits online.
• Update beneficiary changes easily using the eSignature form D-0017. 
• Make financial change requests online with the eSignature form C-0056.
• And much more...