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DECLARATION OF UNDERSTANDING AND DIRECTION RE: RELEASE OF ALBERTA LOCKED IN FUNDS TO: COMPUTERATE TRUST COMPANY OF CANADA (the Trustee), and Credential Securities Inc. (the Investment Dealer) RE:
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How to fill out Alberta - Locked-in Release:

01
Obtain the necessary form: The Alberta - Locked-in Release form can usually be obtained from the Alberta Financial Services Regulatory Authority (FSRA) website or any other authorized source. Make sure you have the most recent version of the form.
02
Personal Information: Begin by providing your personal information, including your full name, address, and contact details. This information helps identify you as the individual requesting the release.
03
Employer Information: Fill in the details of your former employer, including the company's name and address. This allows the authorities to verify the locked-in funds and ensures that the release goes to the correct employer.
04
Pension or Locked-in Account Information: Provide the relevant information about your pension or locked-in account. This may include the name of the plan administrator, the plan name, and your account or plan number. Double-check the accuracy of these details to prevent any delays or errors in processing.
05
Release Request: State clearly that you are requesting a locked-in release for your pension or locked-in account. Indicate the amount you wish to be released, whether it is a partial or full release, and the intended use of the funds. It is important to ensure that the release meets the requirements set out by the FSRA and any applicable legislation.
06
Signature and Date: Sign and date the form to acknowledge that the information provided is accurate and complete. Remember to read through the form before signing to understand any declarations or statements you are making.

Who needs Alberta - Locked-in Release?

The Alberta - Locked-in Release form is typically required by individuals who have funds locked in a registered pension plan or locked-in account in Alberta. This form allows individuals to request the release of a portion or the entirety of their locked-in funds for various purposes, which may include financial emergencies, purchasing a home, or transferring funds to another registered plan. It is essential to consult with a financial advisor or seek professional guidance to determine if you are eligible for a locked-in release and how it may affect your retirement savings.
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Alberta - locked-in release refers to the form used by individuals in Alberta to release locked-in funds from a pension plan.
Individuals in Alberta who have locked-in funds in a pension plan are required to file alberta - locked-in release.
To fill out alberta - locked-in release, individuals need to provide personal information, details of the pension plan, and reasons for releasing the funds.
The purpose of alberta - locked-in release is to allow individuals to access their locked-in funds under certain circumstances.
Information such as personal details, pension plan details, and reasons for releasing the funds must be reported on alberta - locked-in release.
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