One of the many steps that the Canadian Worker Cooperative Federation (CWCF) has taken to embody its vision is the development of a Self-Directed Registered Retirement Savings Plan (SD-RRSP) and Self-Directed Tax-Free Savings Account (SD-TFSA) Program. This program enables co-operatives and similar types of enterprises, including non-profits, to capitalize their ventures with securities held within … RRSP/TFSA Program Overview
Please note: In the following section, the terms “Security Issuer,” “Program Member” and “Account Representative” may be used interchangeably. Q: How can membership in CWCF’s RRSP/TFSA Program help my organization?A: Because an RRSP defers the payment of income tax, it directly benefits investors by reducing their current year’s income tax, which allows for pre-tax dollars … FAQs for Program Members
In general, the forms required for any transaction occurring within CWCF’s SD-RRSP/SD-TFSA Program can be obtained by reaching out to your Account Representative. If you wish to make a withdrawal from your Self-Directed account, please complete the appropriate Withdrawal Request Form based on your account type, and submit it to CWCF using the information at … Withdrawal Form
All of the paperwork required to open accounts and complete transactions through CWCF’s RRSP/TFSA Program are available to Program Members (i.e. Account Representatives) by contacting the RRSP staff. Our Support Manual provides a detailed explanation and instructions for completing each form, so please refer to your manual when assisting Annuitants. The descriptions below are not … RRSP/TFSA Program: Account & Transaction Paperwork
All of the documents required to apply for membership with CWCF’s RRSP/TFSA Program can be found below. CWCF strongly recommends that you reach out to our RRSP/TFSA Program Staff before completing any paperwork to ensure that you have the most recent versions of the forms, and to ask any questions you may have about the … Membership Documents
ABOUT OUR RRSP/TFSA PROGRAM:The Canadian Worker Co-operative Federation (CWCF) administers a Self-Directed RRSP (SD-RRSP) and Self-Directed TFSA (SD-TFSA) Program. This Program was developed to enable co-operatives and similar types of enterprises (Program Members) to capitalize their enterprises with securities held within a Registered Plan. CWCF’s Plans are registered with the Canada Revenue Agency (“CRA”) and … Important Information
The Canadian Worker Cooperative Federation (CWCF) is pleased to be able to offer the services of its RRSP/TFSA Program to any entity that is a member of CWCF. In order to make use of the Program, all members must remain in good standing by paying their annual membership dues. The first year’s membership dues must … Becoming a Program Member
Q: What is a Self-Directed RRSP/TFSA?A: A Self-Directed RRSP (SD-RRSP) or Self-Directed TFSA (SD-TFSA) is a Registered Plan in which the investor (called the “Annuitant”) determines which and what types of investments are to be held in the account. The annuitant sets up a Self-Directed contract under a CRA-approved Registered Plan, like the SD-RRSP and SD-TFSA … Frequently Asked Questions from Account Holders
Below is a partial listing of CWCF’s current RRSP/TFSA Program Members. The entities listed below have given permission to be included on our website so that potential investors can reach out to them directly; however, it does not represent our full Program membership. Being included on this list does not mean that a Program Member … Current Program Members List
CWCF’s RRSP/TFSA Program is administered by staff in Kentville, Nova Scotia. Address1-41 Aberdeen StreetKentville, NS B4N 2M9 Phone (902) 678-1683 Fax(902) 678-0780 Our RRSP/TFSA Program Staff members are: Kristin Van HattemRRSP/TFSA Program Managerrrsp@canadianworker.coop Josh DykeRRSP/TFSA Program Administratorjosh@canadianworker.coop Laura MacDonaldRRSP/TFSA Program Assistantassist-rrsp@canadianworker.coop
