RRSP season extended hours

We’re open longer to serve you better

During the final weeks of the RRSP season, we will be extending our Client Services’ hours to assist in answering any questions you may have.

	RSP Loans	Investment Accounts
Monday, February 15 (Family Day — AB, BC, NB, ON, SK)	8:00 a.m. – 8:00 p.m. ET
Saturday, February 20	9:00 a.m. – 5:00 p.m. ET
Monday, February 22 – Tuesday, February 23	8:00 a.m. – 8:00 p.m. ET
Wednesday, February 24 – Friday, February 26	8:00 a.m. – 9:00 p.m. ET
Saturday, February 27	9:00 a.m. – 5:00 p.m. ET
Monday, March 1	8:00 a.m. – 11:59 p.m. ET	8:00 a.m. – 9:00 p.m. ET

Important reminders
With the RRSP season quickly coming to a close, we’re providing key dates and information to help you with your clients' RRSP contributions.

First 60-day contribution receipts
For your clients to be eligible for first 60-day contribution receipts, RSP Loan applications and supporting documentation must be received in good order at B2B Bank by 5:00 p.m. ET on Monday, March 1, 2021. EASE is available until 11:59 p.m. ET on March 1, 2021 for new loan submissions. Paperwork for outstanding EASE applications that are received in good order after this deadline will result in clients receiving a 2021 contribution receipt. We recommend you contact the trustee for information about their final date for issuing first 60-day contribution receipts.

RSP Loans
To help reduce loan application delays, we encourage you to use EASE. Refer to our RSP Loan Checklist located on the last page of the loan application to ensure you've accurately completed the application and submitted all required support documentation.

Important: If using EASE, ensure that you obtain all required client signatures on the application prior to submitting the loan documentation.

RRSP Accounts
Cash or in-kind contributions to a B2B Bank Dealer Services RRSP account and/or a B2B Bank Deposit RRSP account made between January 1 and March 1, 2021, may either be used against 2020 or 2021 income. Beginning March 2, 2021, contributions to these accounts can be used towards 2021 income.