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130 King Street West, Suite 3000, Toronto, Ontario M5X 1J9LOCKEDIN RETIREMENT ACCOUNT FOR ALBERTA AddendumSUPPLEMENTARY AGREEMENT TO THE DECLARATION OF TRUST, ESTABLISHING A LOCKED IN RETIREMENT ACCOUNT
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How to fill out locked-in retirement account for

01
To fill out a locked-in retirement account, follow these steps:
02
Determine if you are eligible for a locked-in retirement account (LIRA). This depends on the type of pension plan you have and your age.
03
Contact your pension plan administrator or financial institution to obtain the necessary forms and documents required to open a LIRA.
04
Fill out the application form with accurate and up-to-date personal information.
05
Provide the requested documentation, which may include proof of identification, proof of eligibility, and any other relevant supporting documents.
06
Review the terms and conditions of the LIRA agreement.
07
Sign the application form and any other required forms.
08
Submit the completed forms and supporting documents to your pension plan administrator or financial institution.
09
Wait for confirmation of the successful opening of your locked-in retirement account.
10
Once your LIRA is open, you can start contributing to it based on the contribution limits and investment options available to you.
11
Monitor your LIRA periodically and make any necessary updates or adjustments to your investment strategy.
12
Consult with a financial advisor or retirement specialist to ensure you are making the most of your locked-in retirement account.

Who needs locked-in retirement account for?

01
A locked-in retirement account (LIRA) is designed for individuals who have a pension plan that restricts the withdrawal of funds until retirement.
02
This account is suitable for:
03
- Employees with employer-sponsored pension plans who have left their employer but want to keep their pension savings locked in until retirement.
04
- Individuals who have received a lump-sum commuted value from a pension plan and want to preserve those funds for retirement.
05
- Anyone who wishes to have more control over their pension savings by managing it through a self-directed investment account.
06
It is important to note that eligibility for a LIRA may vary depending on the specific rules and regulations of your pension plan and jurisdiction.
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Locked-In Retirement Account (LIRA) is designed to hold pension funds that are transferred from a pension plan when an individual leaves their employer before retirement.
Individuals who have transferred funds from a pension plan to a LIRA are required to file the account.
LIRA forms can typically be obtained from the financial institution where the account is held, and individuals need to provide information such as personal details, employment history, and pension plan details.
The purpose of a LIRA is to preserve pension funds for retirement and ensure they are not withdrawn before a certain age.
Information such as personal details, employment history, pension plan details, and transfer amounts must be reported on a LIRA form.
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