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LOCKED IN RETIREMENT ACCOUNT (LIRA) ADDENDUM PROVINCE OF MANITOBA www.steadyhand.com 18888883147 Steady hand Investment Funds Inc. 1747 West 3rd Avenue, Vancouver, BC V6J 1K7 THIS IS AN ADDENDUM TO
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How to fill out lockedin retirement account lira

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How to fill out a locked-in retirement account (LIRA):

01
Gather the required documentation: Before beginning the process, ensure you have all the necessary documentation, such as identification documents, your LIRA account information, and any relevant financial statements.
02
Contact your financial institution: Reach out to your financial institution and inform them about your intent to fill out your locked-in retirement account (LIRA). They will guide you through the specific steps and forms required for your particular LIRA account.
03
Complete the LIRA application form: Obtain the LIRA application form from your financial institution, either in-person or online. Fill out the form accurately and thoroughly, providing all the required information. Make sure to double-check the form for any errors before submitting it.
04
Choose your investment options: Select the investment options that align with your financial goals and risk tolerance. Consult with a financial advisor if necessary to ensure you make informed investment decisions that suit your needs.
05
Understand the transfer process: If you have assets in another retirement account, such as a Registered Retirement Savings Plan (RRSP) or a pension plan, you may be eligible to transfer them into your LIRA. Familiarize yourself with the transfer process and any associated fees or restrictions.
06
Review and sign the LIRA documents: Once you have completed the necessary forms, carefully review all the details and agreements. If everything is correct, sign the documents as required and submit them to your financial institution.

Who needs a locked-in retirement account (LIRA)?

01
Individuals with a pension plan: If you have a pension plan with a former employer, you may be required to transfer your pension assets into a locked-in retirement account (LIRA) upon leaving the company.
02
Individuals with a registered pension plan (RPP): Those who have contributed to a registered pension plan and are leaving the company, either due to retirement or changing jobs, may need to open a LIRA to hold their accumulated pension funds.
03
Individuals with a locked-in retirement savings plan (LRSP): If you have a locked-in retirement savings plan and wish to consolidate your retirement savings into a single account, you may consider transferring your LRSP assets into a LIRA.
Note: The specific eligibility criteria and regulations for LIRA accounts may vary depending on the jurisdiction and financial institution. It is always advisable to consult with a financial advisor or contact your specific financial institution for accurate and up-to-date information regarding the process and requirements for filling out a locked-in retirement account LIRA.
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A Locked-In Retirement Account (LIRA) is a type of retirement account that is designed to hold locked-in pension funds.
Individuals who have pension funds that are locked-in and need to be transferred to a LIRA are required to file for a LIRA.
To fill out a LIRA, individuals need to contact their financial institution or pension plan administrator to start the transfer process.
The purpose of a LIRA is to provide individuals with a tax-sheltered vehicle to hold locked-in pension funds until retirement.
Information such as the individual's personal details, pension fund details, and transfer instructions must be reported on the LIRA.
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