RSP loan success — Get there!
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distanc
Find more in this series, visit
b2bbank.com/primerica
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#
EASE…it’s your
most direct route
e
the
The best way to submit your RSP loan business is through EASE, our online application.
82% of our business travels through this gateway each year!
1
If an RSP loan is right for your
client, download copy of the
B2B Bank RSP Loan Application.
• Complete the application with
your client. Make sure they sign
and date it.
• You must sign the application too.
Log into EASE and enter the
information online.
• Ensure all necessary fields are
complete. Save the application.
• Press SUBMIT to receive
a credit decision.
3
2
If approved, record the EASE ID on
the signed application and make a
copy for your records.
Send original, signed loan
documentation plus any investment
instructions to:
• Primerica Head Office – when buying
Concert or other mutual funds
• Citi – when buying Common
Sense Funds
5
4
ticket
n
the destinatio
appl
It’s about
ey.
and the journ
ication
EASE
RSP
Checking in?
Two convenie
nt
ways to sign-u
p:
1. Contact us
at
1.800.263.8349
2. Register on
line at
b2bbank.com
and
complete the
enrolment
page.
e
e s ’ll e m a il y o u a
sc
p
ode and
Wc
ac
Savings
EASE:
-populated
e with system
• Saves you tim
printed forms
due to:
• Avoids delays
writing
- unclear hand
rmation
- missing info
ithin
atus emails w
• Sends loan st
ations
ic
bmitting appl
seconds of su
plications
ap
onitors loan
• Tracks and m
u
yo
ports to help
• Generates re
business
manage your
6
Purchases are
Placed
Loan proceeds are
invested according
to your client’s
instructions.
If your goal is RSP loan success, this information series from B2B Bank will help you
get there. From now until the end of RRSP season, we’ll be releasing a series of key tips,
reminders and process flows in an easy-to-read format. Collect them all!
Need help along the way? Call 1.800.263.8349.
B2B Bank does not provide investment advice to individuals or advisors and does not endorse nor promote any investment products. The dealer and advisor, not
B2B Bank, are responsible for determining the suitability of investments for their clients and for informing them of the risks associated with borrowing to invest.
B2B Bank acts solely in the capacity of lender and loan account administrator. Any loan approval by B2B Bank should not be construed as an endorsement of any
investment choice, program or strategy. All loans are subject to credit approval and borrowed monies are due and payable regardless of the performance of the
investments purchased. B2B Bank reserves the right to request additional information or documentation at its sole discretion. The B2B Bank RSP Loan Program is
available exclusively through licensed financial advisors. ®B2B BANK is a registered trademark of B2B Bank.
y
ss o u r
wo
rd
Paperwork
Received
Primerica or Citi
reviews the
paperwork and
forwards the loan
documents to
B2B Bank.
Loan gets funded
• This usually takes 1 business day
after all documentation is received by
B2B Bank and in good order.
• The loan proceeds are sent to the
fund company for deposit to your
client’s RSP.