Services for representatives of registered plan owners
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About Represent a Client
About Represent a Client - Services for representatives of registered plan owners
The services in Represent a Client (RAC) that are available to representatives on behalf of a registered plan owner depend on the level of authorization the registered plan owner has consented to:
- Level 1
- View information only
- Level 2
- View, change, and submit information
- Level 3
- View, change, and submit information, authorize another representative
- Legal representative
- Legal representatives of registered plan owners cannot access the Registered Plan. Administration Account by default but can be authorized as level 3 representatives by request.
Table of services for representatives of registered plan owners
All representatives (levels 1, 2, and 3) can do each of these actions, depending on the type of plan. You can filter to see the actions that can be done for each plan type.
Table of services and authorities
| Action | Plan types |
|---|---|
| Submit an enquiry | RPP, DPSP, PRPP, FHSA, TFSA, RESP, RDSP, RRSP, RRIF, SUBP |
| Request an amendment | RPP, DPSP, PRPP, FHSA, TFSA, RESP, RDSP, RRSP, RRIF |
| File an annual information return | RPP, PRPP |
| Request a waiver | RPP, DPSP |
| Request administrative relief | RPP, DPSP |
| Request earnings and service validation | RPP |
| Request a priority review | RPP |
| Inactivate your specimen | FHSA, TFSA, RESP, RDSP, RRSP, RRIF |
| Terminate your specimen | DPSP, PRPP, FHSA, TFSA, RESP, RDSP, RRSP, RRIF |
| Submit a case listing | RRSP, RRIF |
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2026-02-09