New Business Guidelines - Detailed
This section provides detailed procedures to help sales offices verify and submit new applications. The following subjects are covered:
All products
Savings & Retirement
- Ideal Segregated Funds – Signature Series - Savings & Retirement Income Plans
- Ideal Segregated Funds – Signature Series – Tax-free Savings Account
- Ideal Segregated Funds – Savings & Retirement Income Plans
- Ideal Segregated Funds – Tax-free Savings Account
- Ideal Term Fund - Savings & Retirement Income Plans
- Ideal Term Fund - Tax-free Savings Account
- Ideal Solutions by Phone Service - Existing Savings Policies
- UK Pension Transfers – Qualifying Recognised Overseas Pension Schemes (QROPS)
- Annuity Policy
- Enriched Annuity Quotations
- Structured Settlement Annuities
- Rate Basis Guarantee - 45-day or same day
- Endorsement forms for locked-in funds
- Transfer Forms for Registered Money
- Premium Effective Dates
- Federal (PBSA) Locked-in Funds - Unlocking Options
- Manitoba - Prescribed Transfer of Funds from LIF or LRIF to RRIF
