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RESTRICTED LOCKED IN SAVINGS PLANPURSUANT TO THE PENSION BENEFITS STANDARDS REGULATION (Canada) 1155 Metal Street, Montreal, Quebec H3B 4S9Supplementary Agreement to the Declaration of Trust, Establishing
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Contact your financial institution or pension provider to obtain the necessary forms to fill out a locked-in retirement savings plan.
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Provide your personal information, including your name, address, social insurance number, and date of birth.
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Indicate the amount of money you wish to transfer into the locked-in retirement savings plan.
04
Choose your investment options based on your risk tolerance and financial goals.
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Review the terms and conditions of the plan before signing and submitting the forms.

Who needs locked-in retirement savings plan?

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Individuals who have accumulated funds in a registered pension plan or pension fund.
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Those who are retiring and looking to transfer their pension funds into a tax-deferred savings vehicle.
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People who want to have control over their retirement savings and investment decisions.
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A locked-in retirement savings plan is a type of retirement account where funds are held under specific regulations and cannot be withdrawn until a certain age or under specific circumstances.
Individuals who have funds in a locked-in retirement savings plan are required to file the plan.
To fill out a locked-in retirement savings plan, you need to provide information on your contributions, earnings, and any withdrawals made.
The purpose of a locked-in retirement savings plan is to ensure that individuals have funds set aside for retirement and cannot easily access them before the designated age.
Information such as contributions, earnings, withdrawals, and any changes to the plan must be reported on a locked-in retirement savings plan.
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