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PRE-SCHEDULE 1 (section 99) PENSION BENEFITS STANDARDS REGULATION LOCKED IN RETIREMENT ACCOUNT ADDENDUM PART 1 DEFINITIONS AND INTERPRETATION Definitions and interpretation 1 (l)Subject to subsection
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Obtain the locked-in retirement account addendum form from your financial institution.
02
Fill in your personal information including name, address, and account number.
03
Indicate the specific changes or updates you wish to make to your account.
04
Sign and date the form.
05
Submit the completed addendum form to your financial institution for processing.

Who needs locked-in retirement account addendum?

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Individuals who have a locked-in retirement account and need to make changes or updates to their account information.
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A locked-in retirement account addendum is a supplementary document that is used to provide additional information about a locked-in retirement account.
Individuals who have a locked-in retirement account are required to file the locked-in retirement account addendum.
To fill out the locked-in retirement account addendum, individuals must provide detailed information about their locked-in retirement account as requested on the form.
The purpose of the locked-in retirement account addendum is to ensure that all relevant information about the locked-in retirement account is accurately reported.
The locked-in retirement account addendum typically requires information such as account number, financial institution details, and account balance.
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