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This document provides the terms and conditions governing the AGF registered retirement products, specifically outlining the policies related to locked-in retirement funds, including LIF, LRSP, RLIF,
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How to fill out agf locked-in addendum

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How to fill out AGF Locked-In Addendum

01
Start by obtaining the AGF Locked-In Addendum form from your financial institution or the AGF website.
02
Fill in your personal information including your name, address, and contact details at the top of the form.
03
Provide your account information, including the account number for the locked-in funds.
04
Indicate the pension plan from which the funds are being transferred, including any relevant plan numbers.
05
Complete any required sections regarding the investment options you wish to elect for your locked-in funds.
06
Sign and date the form to confirm the accuracy and authenticity of the information provided.
07
Submit the completed form to the appropriate financial institution or pension plan administrator as instructed.

Who needs AGF Locked-In Addendum?

01
Individuals who are transferring locked-in pension funds from a previous employer's pension plan.
02
Employees who have ceased employment and want to manage their pension funds in a locked-in account.
03
Individuals seeking to consolidate their locked-in pension accounts for better management and investment options.
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People Also Ask about

A Locked-in Retirement Account (LIRA), also referred to as a Locked-in RRSP, allows you to continue growing your pension plan savings after a change in your employment or marital status. It holds locked-in pension funds for a former plan member, an ex-spouse or a surviving spouse.
Lock-in period: Retirement mutual funds typically impose a lock-in period of five years, longer than the three-year lock-in period for Equity Linked Savings Scheme (ELSS) funds. Despite this, the extended lock-in period can benefit investors through the power of compounding, mitigating short-term market fluctuations.
You can invest the funds in the exact same way as a conventional RRSP. The only difference is that the means of withdrawing the funds are slightly more restricted with a locked in plan compared to non-locked. If he converts to a LIF account 5 years from now, he will still be able to unlock 50% of the funds then.
“Locked-In” also means no access to your money until the rules say so! Flexibility is limited when compared to an RRSP. RRSPs allow you to continue to make contributions over the life of the account, but you can't make continued contributions to a LIRA once it has been set up.
The lock-in period in mutual funds is the minimum duration for which investors must hold their investment, during which they cannot redeem or sell their mutual fund units. This period can vary depending on the type of mutual fund scheme.

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The AGF Locked-In Addendum is a form used to provide additional information regarding locked-in retirement accounts and ensures compliance with regulatory requirements for such accounts.
Individuals who are transferring funds from a registered pension plan to a locked-in retirement account or a similar investment vehicle are required to file the AGF Locked-In Addendum.
To fill out the AGF Locked-In Addendum, you need to provide personal identification details, specify the source of the locked-in funds, and complete any sections related to beneficiary designations and tax implications as required by the form.
The purpose of the AGF Locked-In Addendum is to ensure that funds being transferred into a locked-in account are properly documented and compliant with the laws governing pension plans and retirement savings.
The AGF Locked-In Addendum must report personal information of the account holder, the details of the originating pension plan, the amount being transferred, and any relevant beneficiary information.
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