1 - Authorize Payments
The first step in setting up your plan is to authorize payroll withdrawal of employee and employer contributions from your organization’s bank account and set up up monthly payments for the member fees.
1 - Download, sign and submit the pre-authorized debit form
2 - Scan and upload a void cheque
3 - Set up automatic invoicing to pay monthly per employee fee (expect an email from email@example.com)
4 - Ask your IT department to whitelist all emails coming from "@commonwealthretirement.com"