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PRINTADDENDUM FOR LOCKED IN RETIREMENT ACCOUNT (LIRA) Pursuant to the Pension Benefits Act (Ontario)BMO RETIREMENT SAVINGS PLAN (RSP 0527006) BMO MUTUAL FUNDS RETIREMENT SAVINGS PLAN (RSP 0527002)
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How to fill out addendum for locked-in retirement

01
Obtain the necessary addendum form from the financial institution where your locked-in retirement account is held.
02
Fill in your personal information including full name, address, date of birth, and account number.
03
Specify the details of the changes you wish to make to the terms of the locked-in retirement account.
04
Sign and date the addendum form in the presence of a witness, if required.
05
Submit the completed addendum form to the financial institution for processing.

Who needs addendum for locked-in retirement?

01
Individuals who wish to make changes to the terms of their locked-in retirement account.
02
Those who have specific requirements or circumstances that necessitate amendments to their retirement account agreement.
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The addendum for locked-in retirement is a supplemental form that provides additional information about a locked-in retirement account.
The account holder or their authorized representative is required to file the addendum for locked-in retirement.
The addendum for locked-in retirement can be filled out by providing the necessary information requested on the form and submitting it to the appropriate financial institution or regulatory body.
The purpose of the addendum for locked-in retirement is to ensure compliance with regulatory requirements and to provide accurate and up-to-date information about the locked-in retirement account.
Information such as account holder details, account balance, contributions, withdrawals, and other transactions related to the locked-in retirement account must be reported on the addendum.
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