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This document serves as an addendum to a self-directed retirement income fund established by the Annuitant, detailing the terms under which a life income fund is created and the rules governing contributions,

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How to fill out ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND

01

Obtain the ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND form from the issuer's website or customer service.

02

Fill in your personal information at the top of the form, including your full name, address, and account number.

03

Review the sections related to the specific additions or changes you wish to make, ensuring accuracy.

04

If applicable, provide additional documentation or proof as required by the form.

05

Double-check all entries for any errors or missing information.

06

Sign and date the form at the designated area to validate your request.

07

Submit the completed form to the appropriate department, either via email or physical mail, as indicated in the instructions.

Who needs ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND?

01

Individuals who have a Self-Directed Retirement Income Fund with Credential Securities Inc. and wish to make amendments or additions to their account.

02

Account holders looking to update their investment options, beneficiaries, or any other terms related to their retirement income fund.

03

Those who are managing their retirement funds and want to ensure compliance with current regulations and personal objectives.

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What is ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND?

The ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND is a supplementary document that provides additional terms and conditions related to the management and operation of an individual's self-directed retirement income fund offered by Credential Securities Inc.

Who is required to file ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND?

Individuals who hold a self-directed retirement income fund under Credential Securities Inc. are required to file the addendum to ensure compliance with regulatory requirements and to provide updated information about their fund.

How to fill out ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND?

To fill out the ADDENDUM, individuals must provide accurate personal information, details of the retirement income fund, any changes to beneficiaries, and other pertinent financial information as specified in the form instructions.

What is the purpose of ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND?

The purpose of the addendum is to update and clarify the terms governing the self-directed retirement income fund, ensuring that all regulatory guidelines are met and that the fund operates efficiently according to the holder's intentions.

What information must be reported on ADDENDUM TO THE CREDENTIAL SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND?

The addendum must report information including the account holder's personal information, changes regarding fund structure or beneficiaries, transactions made within the fund, and any changes in investment strategy.

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