1 - Complete setup tasks
Complete setup tasks
The first step in setting up your plan is to authorize payroll withdrawal of employee and employer contributions from your organization’s bank account and set up up monthly payments for the member fees.
1 - Download, sign and submit the pre-authorized debit form and service and fee agreement. If you are paying employer fees, download and sign the Employer Fee pre-authorized debit form
2 - Set up automatic invoicing to pay monthly per employee fee (expect an email from invoice+statement@commonwealthretirement.com)
3 - Ask your IT department to whitelist all emails coming from "@my65plus.ca" and "@commonwealthretirement.com"
Submit your signed forms and void cheque