Annuity Form

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Primary Annuitant

First Name*

Last Name

Email*

Phone

Address

City

Province

Postal Code

Date of Birth (mm-dd-year)

Gender

Annuity Type

Single Life

[?] Single Life annuity payments are made on one life for the rest of your life.

Joint Life

[?] Joint Life annuity is an annuity with income calculated based on two lives. When the primary annuitant dies the payments continue to surviving annuitant. Since there are two lives to consider, the payment is lower compared to a single life annuity.

Term Certain

[?] Term Certain is an annuity with income payable for a fixed period of time that you select. The term can range from 6 months to 30 years. Note: for an RRSP minimum term is 25 years. Not available for a RPP.

Fund Type

Guaranteed Period

[?] If the person who bought the annuity dies, their beneficiary will continue to receive the payments throughout the guaranteed period. The longer the guarantee period you choose the lower the annuity payments will be.

Amount of Annuity You Want To Shop ($)

Amount of Income You Want From Your Annuity ($)

Payment Frequency

[?] The number of times per year the annuitant is to be paid.

Income Start Date

[?] The date that the first annuity payment is to be made.

Inflation Protection Yearly
(0-4%)

[?] Enter the percentage you want your annuity income to increase every year.

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