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RESTRICTED LOCKED IN SAVINGS PLAN (LSP) ADDENDUM Federal.steadyhand.com 1.888.888.3147Steadyhand Investment Funds Inc. 1747 West 3rd Avenue Vancouver, BC, V6J 1K7 Annuitants Name (Please print) Social

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How to fill out restricted locked-in savings plan

01

To fill out a restricted locked-in savings plan, follow these steps:

02

Start by understanding the rules and regulations of the specific plan you have.

03

Determine your financial goals and how much you can contribute towards the plan.

04

Contact your employer or financial institution to obtain the necessary documents and forms to open the plan.

05

Fill out the personal information section, including your name, address, and contact details.

06

Provide your employment information, including your current employer's name, address, and contact details.

07

Specify the contribution amount you want to allocate to the plan and select the frequency (e.g., monthly, annually).

08

Review and understand the investment options available within the plan to make informed decisions.

09

If required, consult with a financial advisor or expert to ensure you are making the right choices based on your investment objectives.

10

Double-check all the information provided in the form and make any necessary corrections.

11

Sign and date the form, ensuring that all required fields are completed.

12

Submit the completed form to the designated authority or financial institution either physically or digitally.

13

Keep a copy of the filled-out form for your records and reference.

14

Monitor the progress of your restricted locked-in savings plan regularly and make adjustments as needed to stay on track towards your financial goals.

Who needs restricted locked-in savings plan?

01

Restricted locked-in savings plans are beneficial for individuals who:

02

- Have employment in a jurisdiction where such plans are mandated or offered as a retirement savings option.

03

- Are looking to save for retirement and want to secure their funds until a certain age or event.

04

- Prefer to have restrictions on accessing their savings to prevent impulsive withdrawals or unplanned expenses.

05

- Want to take advantage of potential tax benefits or employer matching contributions offered through these plans.

06

- Wish to ensure a stable and disciplined approach towards their long-term financial goals.

07

It is important to consult with a financial advisor or professional to determine if a restricted locked-in savings plan is suitable for your specific needs and circumstances.

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What is restricted locked-in savings plan?

A restricted locked-in savings plan is a type of retirement savings account where the funds are locked in and cannot be accessed until a specific age or event occurs, such as retirement or termination of employment.

Who is required to file restricted locked-in savings plan?

Individuals who have accumulated pension benefits that are subject to locking-in regulations, typically employees leaving a pension plan, are required to file a restricted locked-in savings plan.

How to fill out restricted locked-in savings plan?

To fill out a restricted locked-in savings plan, individuals need to provide personal information, details of the pension plan, and specify the locked-in funds, ensuring that all sections are completed accurately.

What is the purpose of restricted locked-in savings plan?

The purpose of a restricted locked-in savings plan is to ensure that retirement savings are preserved for future use and not prematurely withdrawn, thereby promoting long-term financial security.

What information must be reported on restricted locked-in savings plan?

The information that must be reported includes personal identification details, the amount of locked-in funds, the origin of those funds, and any relevant identification numbers associated with the pension plan.

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