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Locke din funds (transfers out) Compliance information and acknowledgement This from replaces T2151 and T2033 and should be used when transferring locked in funds from a Registered Group Plan with
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How to fill out royal trust locked-in funds:

01
Gather all necessary documentation such as identification, proof of employment, and any other required forms.
02
Begin by completing the personal information section of the application form, providing accurate details about yourself.
03
Next, provide information about your employment history, including the name of the company, your job title, and the dates of your employment.
04
If applicable, indicate any previous locked-in funds you may have and provide the necessary details.
05
Fill out the investment options section, selecting the investment vehicles or funds you wish to allocate your locked-in funds into.
06
Provide accurate banking information, including your account number and transit number, to ensure the funds are deposited correctly.
07
Review the completed application form for accuracy and completeness before submitting it to Royal Trust.
08
It is recommended to keep a copy of the filled-out application for your records.

Who needs royal trust locked-in funds?

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Individuals who have a pension plan from a previous employer that is locked-in may benefit from royal trust locked-in funds.
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People who want to have more control over their retirement savings and have the flexibility to invest in various financial instruments may consider utilizing royal trust locked-in funds.
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Individuals who want to ensure the security and growth of their retirement savings by entrusting them to a reputable financial institution like Royal Trust might find locked-in funds suitable for their needs.
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Individuals who want to preserve their retirement savings and minimize the temptation of accessing or withdrawing funds prematurely may opt for royal trust locked-in funds as a way to maintain discipline and long-term financial security.
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Royal Trust locked-in funds are funds that are restricted from being withdrawn or transferred for a specified period of time.
Financial institutions and individuals holding royal trust accounts are required to file royal trust locked-in funds.
Royal trust locked-in funds can be filled out by providing information on the account holder, account balance, and any restrictions on the funds.
The purpose of royal trust locked-in funds is to ensure that funds are securely held and not easily accessible for a specific period of time.
Information such as the account holder's name, account number, balance, and duration of the lock-in period must be reported on royal trust locked-in funds.
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