A Complete Guide To The CPP & OAS Application Process
Learn more about our services: https://www.parallelwealth.com/planning Check out the Investing Academy: https://bit.ly/ParallelAcademy In this video, we go through the process of how to actually get a hold of your CPP & OAS payments. We'll go through when you can apply, how you can apply, and also some certain intricacies that relate to both CPP and OAS. ••••• If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡️Retirement Income Program™: https://www.parallelwealth.com/investments ➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education Additional 3rd Party Links and Resources: 🔗️Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN 🔗️Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG 🔗️CPP Calculator: https://research-tools.pwlcapital.com/research/cpp The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personally vetted each product and service we provide links to. TIMESTAMPS 0:00 - What This Video Covers 0:30 - Investing Academy / FFS 1:19 - Qualifications for CPP / OAS 2:05 - When To Apply For CPP 3:23 - OAS Package At 65 4:31 - My Service Canada 5:07 - Decreasing/Increasing Payments For CPP 5:41 - How To Apply 6:33 - Personal Information Needed To Apply 7:21 - Social Security Agreements 8:08 - Retroactive OAS Payments 8:43 - Cancelling OAS Payments 9:22 - Cancelling CPP Payements 10:11 - Quick Recap ••••• DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes. The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.
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