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GASWORKS VENTURE FUND INC. RETIREMENT SAVINGS PLAN, RSP 145687 LOCKED IN RETIREMENT ACCOUNT (LIRA) Supplemental Locking Addendum Province of Saskatchewan The Pension Benefits Act, 1992 and Regulations

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How to fill out addendum for locked-in pension

01

Obtain the correct addendum form for a locked-in pension from the financial institution managing your pension.

02

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

03

Provide details about your locked-in pension account, such as the account number and any specific instructions for the addendum.

04

Review the completed addendum form for accuracy and completeness before submitting it to the financial institution.

05

Sign and date the addendum form to certify that the information provided is true and accurate.

Who needs addendum for locked-in pension?

01

Individuals who have a locked-in pension account and need to make changes or updates to the account information.

02

Anyone who wants to add a beneficiary or change the investment options for their locked-in pension.

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What is addendum for locked-in pension?

Addendum for locked-in pension is a supplementary document that contains additional information related to a locked-in pension plan.

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

The individual who holds a locked-in pension plan is required to file the addendum.

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 on the document.

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

The purpose of the addendum for locked-in pension is to ensure accurate reporting and compliance with regulatory requirements.

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

The addendum for locked-in pension typically requires details such as plan holder's information, plan type, contributions, and investment details.

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