Match the following
CI Ops - Account Types Quiz

Quiz
•
Professional Development
•
Professional Development
•
Medium
LearningAnd Development
Used 5+ times
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15 questions
Show all answers
1.
MATCH QUESTION
45 sec • 1 pt
Individual ownership
JTIC
Two owners
TFSA
Two or more owners
JTWROS
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
The beneficiary of a locked-in plan must be the
Spouse/Common Law Partner
Estate
Child
Blood Relative
Answer explanation
If the client has checked off that they do not have a spouse on the application form, we can then appoint anyone as the beneficiary.
3.
MULTIPLE SELECT QUESTION
30 sec • 1 pt
What documents can be submitted to change the beneficiary of a locked-in plan to someone other than the spouse?
SSD
Divorce decree
Estate documents
Spousal Death Benefit Waiver form
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
A savings plan must be converted to an income plan by
Dec 31st in which the annuitant turns 71
Dec 31st in which the annuitant turns 55
The end of the year
Whenever the client chooses to start receiving income
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
TFSA contribution room is accumulative.
6.
MATCH QUESTION
1 min • 1 pt
Match the following redemption amount with the corresponding WHT.
20%/25% QC
$5000.01 - $15000
30%/30% QC
$15000.01 +
10%/20% QC
$0-$5000
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which plan type has it's own application form?
LIRA
RRSP
RIF
TFSA
LIF
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