Assisting Credit Unions

  • RP Success is pleased to offer a variety of materials to assist credit unions provide valuable information to both its members and staff.

  • LIRA and LIF

  • As each Canadian pension jurisdiction has different regulations on special releases such as shortened life, small amount, financial hardship, non-residency and partial unlocking, RP Success has developed a quick reference guide for 8 of the provincial jurisdictions (excluding Quebec) and Federal .  Links are provided within the document to the various provincial and Federal web-sites that will provide further detailed information.  This reference guide is not intended to replace manuals provided by the credit union's registered plans service providers.
  • View LIRA and LIF Quick Reference Sheet
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  • RP Success if please to offer various excel worksheet to assist in the calculation of the release of small amount, financial hardship and the maximum LIF/RLIF payment calculation for the Manitoba, Ontario and Federal PBSA 1985 jurisdictions.  To access click here

  • RRSP and RRIF Estate T4s

  • It is important that estate T4RSPs and T4RIFs are issued in the right name for the correct tax year with the proper amount. It is unlikely your credit union’s data system will provide you with the correct tax slips.  RP Success has developed excel worksheets that will provide the proper T4 information after you have completed some important details. To access click here 

    On-line Member Presentations

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    We have developed flashed-based presentations for the Tax-Free Savings Accounts and Registered Education Savings Plans that may be linked to your credit union’s web-site.  View a sample of the Tax-Free Savings Account presentation.         More information

    RESP Accumulated Basic CESG Room

    RP Success has created a worksheet that helps parents and grandparents understand the Canada Education Savings Grant room their child/grandchild has already accumulated.  Use this tool to promote additional contributions into RESPs.  To access click here

    LINKS

    These links will provide easier access to various registered plan material available on the world wide web.                View links