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This document outlines the terms and conditions for establishing a Locked-In Retirement Account (LIRA) by the Annuitant with Computershare Trust Company of Canada as the Trustee, including provisions

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How to fill out credential securities inc self-directed

How to fill out CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT

01

Start by reviewing the entire agreement document to understand its purpose and requirements.

02

Fill out your personal information in the designated areas, including your name, address, and contact details.

03

Provide your Social Insurance Number (SIN) accurately to avoid any issues.

04

Specify the type of locked-in retirement account you are setting up.

05

Include any relevant information about previous pension plans or funds being transferred.

06

Review the investment options available and provide your selections as applicable.

07

Sign and date the agreement to confirm that you understand and agree to the terms.

08

Submit the completed agreement along with any necessary supporting documents to Credential Securities Inc.

Who needs CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT?

01

Individuals who have funds from a pension plan that needs to be locked in for retirement.

02

Employees changing jobs who want to transfer their pension benefits into a self-directed account.

03

Individuals looking for more control over their retirement investment choices.

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What is CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT?

The Credential Securities Inc. Self-Directed Locked-In Retirement Account Agreement is a legal document that outlines the terms and conditions under which individuals can manage their retirement savings in a self-directed investment account that is locked-in, meaning the funds cannot be withdrawn until retirement.

Who is required to file CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT?

Individuals who have accumulated pension funds that must be transferred into a locked-in retirement account due to employment termination or retirement are required to file this agreement.

How to fill out CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT?

To fill out the agreement, individuals should provide personal information, specify the contribution details, and make selections regarding investment options while ensuring compliance with the regulations governing locked-in retirement accounts.

What is the purpose of CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT?

The purpose is to allow individuals to manage their retirement savings actively, providing them with greater control over their investments while ensuring that the funds are preserved for their retirement.

What information must be reported on CREDENTIAL SECURITIES INC. SELF-DIRECTED LOCKED-IN RETIREMENT ACCOUNT AGREEMENT?

The information that must be reported includes the account holder's personal details, source of locked-in funds, investment selections, and compliance with any applicable tax and retirement regulations.

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