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Sponsor Documents & Resources

Below you will find documents and resources from getting started with portal and Box to commonly used forms

Secure File Sharing via Box

Introduction to Box

Introduction to Box, the Secure File Sharing (SFS) platform RBC uses for the secure exchange of sensitive information and large attachments with clients

RBC Secure File Sharing User Guide

Includes details of how to get set up and how to download and upload files

You can access Box at any time by visiting this link
Sign into Box

Commonly Used Documents and Forms

Member Booklet

An overview of the RBC Group Advantage Program that can be shared with employees.

Specifics of your plan are available in the Plan Overview document, found on the Sponsor Portal > Plan Details page

Notice of Withdrawal Form

Used to acknowledge a member withdrawal from their Group Savings plan when withdrawal notification has been selected as a plan parameter

Can also be used to authorize a member withdrawal from their DPSP for exceptional circumstances

Notice of Overpayment Form

Used to reverse contributions remitted in error

Must be submitted within 30 calendar days of the original contribution remittance date

Beyond 30 calendar days, reversals require individual member signatures

Group Savings Contribution Change Request

A helpful template that can be used for employees to provide you with instructions to change their contribution rate/amount

Employees complete the form and return it to you, their employer, to implement the change

RBC Group Advantage does not need a copy of this request

Reallocation Instruction Form

This form is used to apply your Deferred Profit-Sharing Plan (DPSP) Forfeiture balances to fully or partially fund your contribution remittances.

Forfeiture Administration Guide

A resource for Deferred Profit-Sharing Plan (DPSP) Sponsors providing common questions and answers related to the DPSP forfeiture administration process and the responsibilities as a DPSP Sponsor.

DPSP Forfeiture Acknowledgment and Election Form

This form is used for Deferred Profit-Sharing Plan (DPSP) Sponsors to modify the Forfeiture Election & Direction previously provided.

Member Support

Should your employees have questions or need support, please have them reach out to the Group Advantage Member Advice Centre at 1-888-769-2566 M-F 8am to 8pm ET.

Our dedicated Group Advantage advisors will be happy to help your employees with questions about their plan, investments or other banking needs as well as booking appointments with advisors.