Retirement Services Program - Forms, Links and Tools

Convenient Employee Forms

For information about retirement planning, download:

Investor Profile Questionnaires

For employees with our Retirement Services program, please complete the following form to change your personal information:

• In order to change investment instructions for ongoing contributions, please complete the Asset Mix Request (22 KB)  form.  
• In order to change your contributions accumulated to date, please complete the Interfund Transfer (23 KB)  form.

Related Links

• Federal Government - RRSPs, RESPs and RPPs 
• Old Age Security (OAS) 
• Canadian Pension Plan (CPP) 
• Employment Insurance (EI) 
• Ontario Securities Commission 
• Canadian Securities Institute 
• Investment Funds Institute of Canada 
• Benefits Canada 
• Benefits Link
• Benefits and Pensions Monitor 

The CUMIS Life Events Planner for Retirement Services

Visit our CUMIS Life Events Planner  to assess your retirement needs.

Want to discuss how you can grow your business and retain your best employees? Interested in learning how you can better serve your business customers?  Contact National Sales & Service, at 1-800-263-9120, ext. 5004 or via e-mail.