FAQ: Who's Asset is My Spousal RRSP?

Any Spousal-RRSPs should be listed under the person who will withdraw from the account as a Spousal-RRSP. The person who will withdraw from the account is commonly referred to as the "Account Holder or Annuitant".

When the Spousal-RRSP is added to the platform in this way, any contributions will be correctly attributed to the Contributor, and any withdrawals will be correctly attributed to the Annuitant.

Example:

Joe has a spousal RRSP that he contributes to for Terri. Since Terri is the one who will withdraw this amount, you would enter that account as Terri's asset in the Discovery Phase > Assets Section.