Participants need to bring:  RRIF Application and Declaration of Trust; RRIF Deposit form, RRIF Designation of Beneficiary form; Credit Union Direct Transfer form.

With the use of true/false reviews throughout the presentation, workshops, scenario discussions and hands-on form completion, participants will leave with a better understanding of this retirement income option. Content includes definitions, opening a new RRIF, successor annuitant, designating a beneficiary, payment options, withholding tax, pension income credit and options when the annuitant dies.