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PRINTADDENDUM FOR LOCKED IN PENSION TRANSFERS TO A LOCKED IN RETIREMENT ACCOUNT (LIRA) For transfers pursuant to The Pension Benefits Act, 1992 (Saskatchewan)BMO RETIREMENT SAVINGS PLAN (RSP 0527006)

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How to fill out locked-in retirement account amending

01

Contact the financial institution where your locked-in retirement account is held.

02

Request the appropriate forms for amending the account.

03

Fill out the forms accurately and completely, making sure to update any necessary information.

04

Provide any required documentation or identification as requested.

05

Review the completed forms to ensure all information is correct.

06

Submit the amended forms to the financial institution for processing.

Who needs locked-in retirement account amending?

01

Individuals who have changes to their personal information such as name, address, or beneficiaries listed on their locked-in retirement account.

02

Individuals who have made investment choices that need to be updated or changed.

03

Individuals who have reached retirement age and need to make adjustments to their retirement income plan.

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What is locked-in retirement account amending?

A locked-in retirement account amending refers to making changes or updates to the terms and conditions of a retirement account that has restrictions on withdrawals or transfers.

Who is required to file locked-in retirement account amending?

Individuals who hold locked-in retirement accounts are required to file amendments when necessary.

How to fill out locked-in retirement account amending?

Locked-in retirement account amending can be filled out by following the specific instructions provided by the financial institution or pension plan administrator.

What is the purpose of locked-in retirement account amending?

The purpose of locked-in retirement account amending is to ensure that the account remains compliant with regulations and meets the account holder's changing needs.

What information must be reported on locked-in retirement account amending?

The information reported on locked-in retirement account amending typically includes changes to investment options, beneficiary designations, and personal information.

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