The Spousal RSP/RIF panel collects essential personal details about the account holder's spousal account. This information is critical for identity verification, compliance, and client communication.
Required when opening a Spousal RRSP or Spousal RIF, including designation of contribution type (regular or spousal)
Filling Out Spousal RSP/RIF Information
Enter the client’s spousal details into the provided fields:
- First Name: Enter the spouse's first name.
- Last Name: Enter the spouse's last name.
- SIN: Please enter the client's SIN number. (This should be a nine digit number)
- Date of Birth: Enter in YYYY-MM-DD format exactly as shown on the client’s ID.
- Spouse Email: Provide an active email address for client communication (required).
- Spouse has the same residential address: Select Same or Different.
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed Spousal RSP/RIF Panel
