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PRINTADDENDUM FOR TRANSFERS TO A RETIREMENT INCOME FUND For transfers pursuant to The Pension Benefits Act, 1992 (Saskatchewan) from a Saskatchewan Pension Plan, LockedIn Retirement Account (LIRA),
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How to fill out addendum for locked-in retirement

01
Gather the necessary documents related to your locked-in retirement account.
02
Obtain the addendum form from your financial institution or regulatory authority.
03
Fill in your personal information, including your name, address, and account number.
04
Provide details about the locked-in retirement account, such as the date it was established and the type of plan.
05
Indicate the reason for submitting the addendum, such as a change in circumstances or updating beneficiary information.
06
Review the form to ensure all information is accurate and complete.
07
Sign and date the addendum.
08
Submit the completed addendum to the appropriate financial institution or regulatory body.

Who needs addendum for locked-in retirement?

01
Individuals who have a locked-in retirement account and need to make changes or updates.
02
Beneficiaries or heirs of a locked-in retirement account holder who require documentation.
03
Financial advisors assisting clients with locked-in retirement accounts.
04
Custodians or administrators managing locked-in retirement accounts on behalf of clients.
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An addendum for locked-in retirement is a supplementary document that provides additional information or amendments to the original locked-in retirement account, which restricts access to funds until retirement age under specific regulations.
The addendum must be filed by individuals who have locked-in retirement accounts and wish to make changes or provide additional information regarding their investment or withdrawal options.
To fill out the addendum, individuals should obtain the necessary forms, complete personal information, detail any changes or information required, and ensure all signatures are provided before submission.
The purpose of the addendum is to ensure compliance with regulations regarding locked-in retirement accounts and to clarify any modifications or updates to the account holder's information.
Information that must be reported includes individual identification details, account numbers, specific changes being made, and supporting documentation as required by the governing body.
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