The spousal RRSP+ holder should contact a Shareholder Services agent or a FlexiFonds mutual fund advisor. The agent or advisor will provide the information needed to submit a request.
The Fonds shareholder who is the beneficiary of a spousal RRSP+ may request the redemption of the shares, if the person who contributed to such spousal RRSP+ dies.
Unitholders may redeem mutual fund units held in this plan at any time.
Written request: follow these steps to make a written request.
Proof of death for the person who contributed to this spousal RRSP+, such as an attestation of death issued by a doctor, a death certificate issued by a funeral director, or a copy of the death record issued by the government (proof of death is required only for shareholders, not for unitholders).
All shares held.
Eligible mutual funds units:
All units held.