Stop a RIF or LIF plan

Learn how to stop a Registered Retirement Income Fund (RIF) or Life Income Fund (LIF) request

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Plans.

From there, you can select Manage Plans and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1:

• The first property you will be asked to specify is the Request Type. 
• Select RIF or LIF. Depending on which plan you want to modify. 

Step 2:

• Select the plan that you want to modify. 

Step 3:

• In the bottom right corner, there’s a red button labeled "Stop Plan".
• Select Stop Plan

• Click Submit once the information is added. You can now track your ticket.