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Print Branch/CustomerADDENDUM FOR LOCKED IN PENSION TRANSFERS TO A LIFE INCOME FUND (IF) For transfers pursuant to the Pension Benefits Act (New Brunswick) BMO Trust Company 77 King Street West Suite

How to fill out addendum for locked-in pension

How to fill out addendum for locked-in pension

1. Start by obtaining the necessary addendum form from your pension administrator or financial institution.
2. Read through the addendum form carefully to understand the information required and any specific instructions or conditions.
3. Fill in your personal details such as your name, contact information, and social security number.
4. Identify the locked-in pension plan to which the addendum applies by providing the plan number or name.
5. Specify the changes or amendments you wish to make to the locked-in pension plan. This could include requests for transfers, updates to beneficiary information, or changes in investment options.
6. Provide any supporting documents or evidence required to substantiate the changes or amendments you are making.
7. Review the completed addendum form to ensure all information is accurate and legible.
8. Sign and date the addendum form in the designated spaces.
9. Make a copy of the filled-out addendum form for your records.
10. Submit the addendum form to your pension administrator or financial institution. Retain a proof of submission for future reference.

Who needs addendum for locked-in pension?

1. Individuals who have a locked-in pension plan and wish to make changes or amendments to the plan may need an addendum for locked-in pension. This may include people who want to transfer funds between locked-in pension accounts, update beneficiary information, or make changes to the investment options within the plan.

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What is addendum for locked-in pension?

Addendum for locked-in pension is a supplementary document that provides additional information or updates to an existing locked-in pension plan.

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

The plan administrator or the individual with the locked-in pension is 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 requested in the form, such as personal details, plan details, and any changes or updates to the plan.

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

The purpose of the addendum for locked-in pension is to ensure that all relevant information about the locked-in pension plan is up to date and accurate.

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

The addendum for locked-in pension may require reporting of personal information, plan details, investment options, beneficiaries, and any changes or updates to the plan.