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Clear Form Page 1/5 Form A118.2 03/16PROVINCE OF QUEBEC ADDENDUM TO THE LOCKEDIN RETIREMENT ACCOUNT (LIRA)___ ___ Annuitants Name (Please print) Social Insurance Number___ LIRA Account NumberUpon
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What is addendum to form locked-in?
An addendum to form locked-in is a document that provides additional information or amendments related to a locked-in retirement account, ensuring that the details comply with regulatory requirements.
Who is required to file addendum to form locked-in?
Individuals or organizations managing locked-in retirement accounts, such as pension plans or financial institutions, are required to file the addendum when there are changes or additional disclosures necessary.
How to fill out addendum to form locked-in?
To fill out the addendum, you need to provide the necessary details such as account information, updates, and the specific changes being made in a clear and accurate manner, following the prescribed format.
What is the purpose of addendum to form locked-in?
The purpose of the addendum is to ensure that any changes or additional information related to a locked-in retirement account are officially documented and compliant with relevant regulations.
What information must be reported on addendum to form locked-in?
The addendum must report any changes to account holder details, account balances, investment choices, and any other pertinent information that affects the locked-in status of the retirement account.
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