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To complete your application you need to do the following: Step 1: Make sure you qualify. Step 2: Decide when you want your pension to start. Step 3: Decide how to apply. Step 4: Submit your application. Step 5: Review your application status. If you are already familiar with the program: Apply now.
Make or update your will and/or estate plan. Plan for a possible loss of independence. Determine what income or savings you will use in retirement. Review your Canada Pension Plan (CPP) contributions. Consider impacts of your health on when to take your public pensions. Review your benefits that might change at age 65.
- Determine if you need to apply. We may send you a letter to let you know that you will receive the Old Age Security (OAS) pension. You will need to apply for the Old Age Security pension if
- Decide when you want your OAS to start. You’ll be asked to choose 1 of the following: start receiving your pension at age 65 (your pension will start the month after your 65th birthday)
- Submit your application. Decide how to apply: Apply online. To be able to apply online, you must: be at least 1 month past your 64th birthday. not be currently receiving an Old Age Security pension.
- Receive a response from us. We will mail you a letter with either: a decision on your application. a request for more information. Your decision letter.
To add a new bank account to your plan, or change the bank account that’s already on your plan, follow the steps below. If your plan lets you change your banking information online. Sign in. Go to More account options > My Profile > Add/Change Banking Information and follow the steps.
Step 1. Set up your Manulife ID. If you already have your Manulife ID, simply sign in. Step 2. Sign up for your plan or plans. Enter your access code so you can choose your plans, beneficiaries, and funds. We won't save any of your information until you click Submit. Step 3. Explore your account. Connect to your online account so you can:
Manage your pension or workplace savings plan using My Canada Life at Work. Check your balance, make account changes, create a retirement plan and more. Learn whether a voluntary retirement savings plan (VRSP) might be right for you.
People also ask
How do I get personalized retirement advice?
How do I Manage my workplace pension plan?
How do I apply for a pension?
How do I apply for a Canada Pension Plan?
How do I access my Group Retirement Account?
How do I put a specific amount of money in my plan?
Make changes to your retirement savings plan at any time. Want to see a recommendation from your advisor or make a change to your plan? Simply log in to your MyAdvisor dashboard.
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related to: How do I enroll or make changes to my retirement plan?Get guidance strategizing your savings and learn how much you need to retire comfortably. Understand your retirement costs and how much you need to save with our guide.
A+ Rated - Better Business Bureau
Our experienced advisors can help you reach your retirement goals. Contact us today! Partner with our retirement advisors and build a financial plan around your goals.
5080 Tuttle Crossing Blvd, Dublin, OH · Directions · (833) 752-6333
