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LOCKED IN RETIREMENT ACCOUNT (LIRA) APPLICATION FORM Registration RER 211053LI FAMILY NAME REGISTRATION FIRST NAME AND INITIALS MR. MS. CORRESPONDENCE FRENCH ENGLISH ADDRESS PROVINCE POSTAL CODE TELEPHONE
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How to fill out a locked-in retirement account (LIRA):

01
Gather the necessary documents: Before starting the process, ensure you have all the required documents. This typically includes your identification, proof of residency, and any previous retirement account statements.
02
Contact your financial institution: Reach out to your financial institution to inquire about their specific requirements and procedures for filling out a LIRA. They will provide you with the appropriate forms and instructions.
03
Complete the application form: Fill out the LIRA application form accurately and legibly. Provide personal details, such as your name, address, social insurance number, and contact information.
04
Specify the transferring institution: Indicate the name of the transferring institution where your current retirement funds are held. This will facilitate the transfer of your funds into the LIRA.
05
Determine the investment options: Decide how you want to invest your funds within the LIRA. Some financial institutions offer a range of investment options, such as mutual funds, stocks, bonds, or GICs. Choose options that align with your risk tolerance and long-term financial goals.
06
Allocate your funds: Allocate the funds from your current retirement account into the appropriate investment options within the LIRA. Consider diversifying your investments to mitigate risk and maximize potential returns.
07
Review and sign the application: Carefully review all the information provided on the application form to ensure accuracy. Once everything is verified, sign the form and date it.
08
Submit the application: Send the completed and signed application form, along with any required supporting documents, to your financial institution according to their instructions. Ensure you keep copies of the documents for your records.

Who needs a locked-in retirement account (LIRA)?

01
People with employer-sponsored pension plans: If you have a pension plan funded by your employer, you may need a LIRA if you leave your job before reaching retirement age or if the pension plan allows for a transfer of funds.
02
Individuals with locked-in funds: If you have accumulated funds in a locked-in retirement vehicle, such as a locked-in RRSP or a locked-in pension plan, you will need a LIRA to hold and manage those funds until retirement.
03
Those looking for investment flexibility: A LIRA offers individuals more investment options compared to traditional pension plans. If you prefer to have control over how your retirement funds are invested, a LIRA can provide more flexibility in managing your investments.
Remember, the specific eligibility criteria and regulations regarding LIRA vary by jurisdiction, so it is advisable to consult with a financial advisor or your local government agency responsible for pension plans to determine if a LIRA is appropriate for your situation.
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Locked-In Retirement Account (LIRA) is a type of retirement account in Canada that holds locked-in pension funds from a previous employer.
Individuals who have funds in a locked-in pension account and are looking to transfer it to a LIRA are required to file for a LIRA.
To fill out a LIRA, individuals must complete the necessary forms provided by their financial institution or pension plan administrator.
The purpose of a LIRA is to provide individuals with a tax-sheltered investment option for their locked-in pension funds.
Information such as account holder details, transfer amount, and source of pension funds must be reported on a LIRA.
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