Tips to make the most of your planceirp / rrcid2021-03-12T14:19:45-05:00
Tips to make the most of your plan
If you’re already a CEIRP member, make sure you’re taking advantage of all that the plan offers, including opportunities to enhance your knowledge.
Here are some easy ways to help grow and keep an eye on your savings without much effort.
Helping you stay up-to-date
Watch your email each month for our CEIRP newsletter, featuring CEIRP updates, personal financial articles and financial industry news.
Watch the videos and webinars that are available to help you learn more about CEIRP and saving for your future.
Want to transfer money into your CEIRP accounts? Here’s how transfer other registered savings into your CEIRP RRSP or TFSA:
Use the “Transfer authorization for registered investments” form
Complete the form and submit it to the financial institution holding your other registered savings or send it to Canada Life and they will take care of it for you
Be sure to ask the financial institution about any transfer costs or fees
Transfer locked-in funds (e.g., former pension)
If you have money that’s still in an employer’s pension plan, you should check with them to see if you need to complete any paperwork before transferring that money to Canada Life.
If your money has already left your previous employer’s pension plan, just complete the “Transfer authorization for registered investments” form and submit it to the other institution. Be sure to ask your financial institution about any transfer costs or fees.
Contact your plan administrator or phone Canada Life at 1-800-724-3402 for a transfer form.
Your financial goals and the level of risk you’re comfortable with will change over time.
Make sure you review your risk tolerance with the Investment personality questionnaire. If you invested in a Portfolio Target Risk Fund, or built your own investment portfolio, make sure your investment choices still match your risk profile.