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ADDENDUM LIRA ONTARIO ADDENDUM FOR LOCKED IN RETIREMENT ACCOUNT (LIRA) Pursuant to the Pension Benefits Act (Ontario) BMO INVENTORYING RETIREMENT SAVINGS PLAN Issuer BMO Trust Company 52nd Floor,

How to fill out addendum for locked-in retirement

How to fill out addendum for locked-in retirement?

1. Determine the purpose of the addendum: Before filling out the addendum for a locked-in retirement account, it is essential to understand the reason behind it. Whether it is to update beneficiary information, change the investment allocation, or any other specific purpose, make sure to identify the objective clearly.
2. Obtain the necessary forms: Contact your financial institution or the organization managing your locked-in retirement account to acquire the appropriate addendum form. They will provide you with the required documents or direct you to their website, where you can download the forms.
3. Complete personal information: Begin filling out the addendum by providing your personal details accurately. This may include your full legal name, address, contact information, social insurance number, and any other required identification information.
4. Enter account details: The addendum will require you to provide specific information about your locked-in retirement account. This can include the account number, plan name or type, and any other related account details. Double-check this information to ensure its accuracy before proceeding.
5. Specify the purpose of the addendum: Clearly state the reason for completing the addendum. For example, if you are updating beneficiary information, indicate that explicitly in this section. This will help the financial institution process your request accurately and efficiently.
6. Provide additional explanations (if necessary): If there are any additional details or explanations related to the purpose of the addendum, write them down in the designated section. This may include specific instructions or any other relevant information for the financial institution's reference.
7. Review and sign the addendum: Carefully review all the information provided in the addendum to ensure its accuracy. If everything is in order, sign and date the document accordingly. Make sure to read and understand any terms and conditions mentioned before signing.
8. Submit the addendum: After completing and signing the addendum, submit it to the appropriate entity handling your locked-in retirement account. Follow their instructions regarding submission methods, which may include mailing, faxing, or submitting the form electronically.

Who needs addendum for locked-in retirement?

1. Individuals with changes in their personal circumstances: If you experience significant life events such as marriage, divorce, birth of a child, or the passing of a beneficiary, you may need to update the addendum for your locked-in retirement account.
2. Those wanting to revise investment options: If you wish to modify the investment strategy or change the allocation of your locked-in retirement account, you will need to complete the addendum to reflect these changes accurately.
3. Individuals updating beneficiary information: If you want to update or add beneficiaries to your locked-in retirement account, the addendum will allow you to make these revisions while ensuring your intentions are properly documented.
4. Those adjusting contact or personal information: If there are updates to your address, phone number, or any other personal information associated with your locked-in retirement account, you may need to complete the addendum to ensure this information remains current.

Note: The specific circumstances where an addendum for a locked-in retirement account is required may vary. It is always advisable to consult with the financial institution or governing body responsible for your account to determine the exact situations necessitating the completion of an addendum.

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