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Locked-in Retirement Account (LIRA) Addendum To RESP Contract THIS IS AN ADDENDUM TO AN RESP CONTRACT BETWEEN: (the Owner”) AND Value Partners Investments Inc. (the Issue r”) IMPORTANT NOTES:
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How to fill out Locked-in Retirement Account LIRA Addendum To RRSP

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How to fill out Locked-in Retirement Account LIRA Addendum To RRSP

01
Obtain the Locked-in Retirement Account LIRA Addendum To RRSP form from your financial institution or online.
02
Read the instructions carefully to ensure you understand the requirements.
03
Fill in your personal information, including your name, address, and contact details.
04
Provide information about the transferring LIRA, including account numbers and the financial institution's details.
05
Indicate the type of account you are transferring to (RRSP) and the amount being transferred.
06
Complete any required declarations or consent statements as specified in the form.
07
Review the form for accuracy and completeness before submission.
08
Submit the completed addendum form to your RRSP provider as per their guidelines.

Who needs Locked-in Retirement Account LIRA Addendum To RRSP?

01
Individuals who have a Locked-in Retirement Account (LIRA) and are looking to transfer those funds into a Registered Retirement Savings Plan (RRSP).
02
People who have changed their financial institutions and need to complete an addendum to facilitate the transfer.
03
Individuals who are approaching retirement or wish to consolidate their retirement savings into an RRSP.
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A Locked-in Retirement Account (LIRA) Addendum to RRSP is a document that outlines the regulations and guidelines regarding the handling and transfer of funds from a LIRA into a Registered Retirement Savings Plan (RRSP).
Individuals who wish to transfer their funds from a LIRA to an RRSP must file the Locked-in Retirement Account LIRA Addendum to RRSP.
To fill out the LIRA Addendum to RRSP, individuals need to provide personal information, account details, and confirm their intentions regarding the transfer of funds, ensuring compliance with the applicable pension legislation.
The purpose of the LIRA Addendum to RRSP is to ensure that the transfer of funds from a LIRA to an RRSP adheres to the legal requirements and regulations associated with locked-in pension funds.
The information that must be reported includes the individual's personal information, the originating LIRA details, the receiving RRSP account information, and any specific instructions regarding the handling of the funds.
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