Sign Iowa Banking Permission Slip Fast

Industry sign banking iowa permission slip computer

hello my name is ryan baker and i'm an education specialist with ia financial group this video will walk you through the steps involved in enrolling in the many nations group retirement savings plan i'll show you how to activate your online access and i'll show you some of the features available online first let me show you how to enroll using the paper enrollment form on the top of the first page you'll enter your basic personal information and contact details below that you'll enter your employment information such as your hire date province of employment and the start date for your plan membership it's okay if you don't know this information your employer can assist in completing this section you will then be asked to select your statement delivery preference which can either be sent by traditional mail or paperless which means that it is available through your online account on my client space next you'll indicate if you would like to receive our monthly newsletter by email on the top of the next page is where you'll designate a beneficiary for your retirement account if you are married or common-law you will need to enter your spouse in this primary section if you're single you're entitled to enter any person or persons whom you wish to receive the proceeds of this account upon your death you have the option of also designating a contingent which is only used if your primary beneficiary has also passed away the section is optional and not required it is however important to list a trustee if any of your primary or contingent beneficiaries are under the age of 18 this trustee is someone who will manage the account until the beneficiary is no longer a minor this trustee should also be used in any situations involving a beneficiary who is unable to manage their finances due to a disability where age is irrelevant don't forget to fill out each column including the first and last name the relationship to you such as a spouse or child and the percentage you wish to designate if there are more than one make sure that this adds up to one hundred percent finally you'll need to indicate the type of designation it is strongly recommended you write revocable if you select irrevocable you will require written consent from the beneficiary anytime you want to make any changes to the account or complete any transactions such as withdrawing or transferring there are some individual circumstances which dictate that this be irrevocable so if you're not sure which to select speak to your employer or a many nations service representative for assistance next you'll be asked to select your regular contributions and an optional voluntary contribution payroll deduction the first section is your regular contributions where you'll input the amount you're required to contribute to the registered pension plan this amount is typically matched by your employer so if you don't know how much to input simply speak to your employer for further details if you wish to contribute more towards your registered pension plan above the regular contribution amount you will indicate this in the voluntary contribution section this is optional and should be left blank if you do not wish to increase your contribution you will then sign and date and move on to the next page this page in the next will be used to select your investment instructions help is available in making this selection through many nations financial services so don't hesitate to reach out if you need any assistance the investment selection will be done either with the pre-built solution or by building and managing your own investment portfolio you will complete only one of these two options for this step option one is the pre-built solution and there are three items you must complete the first is your investor profile the default is moderate but feel free to complete the investor profile questionnaire form which is included in the application for a recommendation second you'll select your target retirement period it is recommended you select the year in which you will turn 65 years old as this is likely when you will make the decision to retire feel free to select the appropriate period to match your retirement goal lastly make sure you're also filling out both the regular and employment contribution columns as well as the voluntary if it applies the second option is on the fourth page and is for those looking for a more hands-on approach to their investment selections ensure you are filling out each area and that the total percentage equals 100 percent the investment options are displayed and further information is available through ia your employer or many nations financial services as a reminder you will only need to fill out one of these two sections if you require any assistance in choosing which investments are appropriate for you many nations financial service representatives are available to walk you through these steps and provide the necessary guidance don't hesitate to reach out if you need any help finally you will sign and date where indicated on the fifth and final page once completed you will simply need to forward your completed form to your employer who will initiate the account opening process with ia financial once your application has been received and processed you'll be sent an activation letter which will provide instructions for setting up your online access to your account i'm going to go through that quick and easy process now this activation letter will have an activation code which you will need in order to get started you need to visit www.ia.ca backslash my account and click on the create account button first you'll be asked to put your name date of birth and postal code you'll then put in your activation key input your email address a password then you'll be asked to complete three security questions which are used in the event you have forgotten your password you'll accept the terms of use press continue and you're done your online account has now been set up once you've completed these steps you'll now be able to log on to our online resources the first is the my client space which is accessible on any internet browser whether on a desktop computer or on your mobile device with our my client space dashboard you'll be able to manage your account and review your information with our simple design everything you need is in one place let me show you a few of those features under the plannings tab on the left hand side you'll be able to access your investment profile questionnaire these five questions will allow you to better understand your investment style and risk tolerance which will then provide a customized recommendation for your investments changes can be made to your investment selections under the investments tab this will allow you to review your available options and make any necessary changes in addition you can review and update your beneficiaries at any time by selecting the beneficiaries tab these are just a few of the many features available through your my client space finally for those on the go the convenient ia mobile app is available for download on any of the app stores this app will allow you to access your information quickly and easily should you need any assistance please reach out to your employer or a representative from many nations financial services but we're also available here at ia so feel free to reach out to the dedicated number shown or by emailing us at pension ia.ca thank you very much for your time and have a wonderful day