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NEW BRUNSWICK LOCKED IN RETIREMENT ACCOUNT ADDENDUM Despite any other provisions of the contract, if locked in money has come from a plan that is governed by the Pension Benefits Act (New Brunswick)
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How to fill out locked-in retirement account addendum

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How to fill out locked-in retirement account addendum:

01
Obtain the locked-in retirement account addendum form from your financial institution. They should provide this form upon request.
02
Fill in your personal information, including your full name, address, phone number, and email address. This is important for identification purposes.
03
Provide your locked-in retirement account details, such as the account number and the financial institution that holds the account. This ensures that the addendum is correctly linked to your specific account.
04
Indicate the type of transfer you wish to make. This could be a transfer to another locked-in retirement account, a withdrawal from the account, or a conversion to a different type of retirement savings plan. Choose the option that aligns with your financial goals.
05
Specify the amount you want to transfer, withdraw, or convert. It is crucial to double-check this information to ensure accuracy and prevent any errors.
06
Review the terms and conditions of the addendum. This section outlines important details regarding fees, penalties, and any additional requirements. Ensure that you understand and agree to these terms before proceeding.
07
Sign and date the addendum form. Your signature serves as confirmation that you have read and understood the information provided, and that you authorize the requested action to be taken on your locked-in retirement account.

Who needs locked-in retirement account addendum?

01
Individuals who have a locked-in retirement account, which typically consists of funds transferred from a pension plan or similar type of retirement savings vehicle.
02
Those who wish to transfer funds from their locked-in retirement account to another account, make a withdrawal, or convert the account to a different type of retirement plan.
03
Individuals who want to ensure that their locked-in retirement account transactions are properly documented and authorized according to the regulations in their jurisdiction.
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The locked-in retirement account addendum is a form that contains additional information about a locked-in retirement account.
Individuals who have a locked-in retirement account are required to file the locked-in retirement account addendum.
The locked-in retirement account addendum can be filled out by providing the necessary information requested on the form.
The purpose of the locked-in retirement account addendum is to provide additional details about the locked-in retirement account.
Information such as account details, contributions, and investments must be reported on the locked-in retirement account addendum.
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