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ADDENDUM FOR LOCKED IN RESP (LSP) Pursuant to the Pension Benefits Standards Act (British Columbia) PCG PRODUCT OPERATIONS RETIREMENT SAVINGS PLAN (Specimen # 527045) Plan Issuer BMO Trust Company

How to fill out addendum for locked-in pension

How to fill out addendum for locked-in pension:

1. Obtain the addendum form: Contact the administrator of your locked-in pension plan or visit their website to obtain the addendum form. You may need to provide your personal information and pension details.
2. Understand the purpose: The addendum is a document used to make changes or amendments to your locked-in pension plan. It allows you to update beneficiary information, change investment options, or make other important modifications.
3. Fill in personal details: Begin by providing your full name, address, contact information, and pension plan account number. This will ensure that the addendum is properly linked to your specific pension account.
4. Specify desired changes: Clearly state the changes you wish to make to your locked-in pension plan. For example, if you want to add or remove a beneficiary, provide their full name, date of birth, relationship to you, and their contact information.
5. Review and sign: Carefully review the completed addendum form to ensure accuracy. Check for any errors or missing information. Once satisfied, sign and date the form. Some addendum forms may require witnesses, so make sure to fulfill any additional requirements.
6. Submitting the addendum: Follow the instructions provided on the addendum form to submit it. This may involve mailing it to the pension plan administrator or submitting it online through their secure portal. Keep a copy of the addendum for your records.

Who needs addendum for locked-in pension?

1. Individuals with locked-in pension plans: The addendum is necessary for anyone who wishes to update or modify the information associated with their locked-in pension plan. This includes making changes to beneficiaries, investment options, or other plan details.
2. Those experiencing life changes: Life events such as marriage, divorce, the birth of a child, or the death of a beneficiary may require updating the locked-in pension plan. In such cases, an addendum is needed to reflect the new circumstances.
3. Individuals wanting to adjust investment choices: If you wish to change the investment options within your locked-in pension plan, you will need to complete an addendum to specify the desired modifications.
4. Those wanting to make other plan amendments: There might be other scenarios where you need to make amendments to your locked-in pension plan, such as changing the retirement age, altering contribution amounts, or adjusting the payment structure. In such cases, an addendum is necessary to communicate these changes.

For pdfFiller’s FAQs

What is addendum for locked-in pension?

The addendum for locked-in pension is a form used to provide additional information or make changes to a locked-in pension plan.

Who is required to file addendum for locked-in pension?

Individuals with locked-in pension plans are required to file the addendum for locked-in pension.

How to fill out addendum for locked-in pension?

The addendum for locked-in pension can be filled out by providing the necessary information and following the instructions on the form.

What is the purpose of addendum for locked-in pension?

The purpose of the addendum for locked-in pension is to ensure that accurate information is reported and to make any necessary updates to the locked-in pension plan.

What information must be reported on addendum for locked-in pension?

Information such as changes to personal details, contribution amounts, or investment choices may need to be reported on the addendum for locked-in pension.

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