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This document serves as a consent form that must be completed by the spouse or common-law partner of an applicant who is a member of a pension plan, allowing a prescribed transfer of funds to a Registered

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How to fill out spousescommon-law partners consent to

How to fill out SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT

01

Obtain the SPOUSE’S/COMMON-LAW PARTNER’S CONSENT form from your financial institution.

02

Fill in your full name and the name of your spouse or common-law partner as required.

03

Provide the account or policy number associated with the registered retirement income fund (RRIF).

04

Indicate the event that requires consent, such as the transfer of funds or specific conditions addressed in the form.

05

Have your spouse or common-law partner review the form for accuracy.

06

Sign and date the form in the designated areas.

07

Submit the completed form to your financial institution as part of the transfer process.

Who needs SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT?

01

Individuals who are planning to transfer funds from a registered retirement savings plan (RRSP) to a prescribed registered retirement income fund (RRIF) and who have a spouse or common-law partner.

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What is SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT?

It is a legal document that confirms the consent of a spouse or common-law partner for the transfer of funds to a prescribed registered retirement income fund (RRIF) contract, necessary for compliance with tax regulations.

Who is required to file SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT?

The individual who is transferring funds from a registered retirement savings plan (RRSP) or similar account to the prescribed RRIF is required to file this consent form, along with their spouse or partner.

How to fill out SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT?

To fill out the consent form, the individual must provide their personal information, details about the account being transferred, and obtain their spouse's or partner's signature to indicate their consent.

What is the purpose of SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT?

The purpose is to ensure that both partners are aware of and agree to the transfer of retirement funds, protecting the interests of both parties and complying with legal requirements.

What information must be reported on SPOUSE’S/COMMON-LAW PARTNER’S CONSENT TO TRANSFER TO A PRESCRIBED REGISTERED RETIREMENT INCOME FUND CONTRACT?

The information that must be reported includes the personal details of both partners, the account details being transferred, the date of consent, and signatures from both the transferring individual and the consenting spouse or partner.

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