Forms for Locked-in Accounts

If you are transferring a locked-in registered plan, you have the envious task of completing another form. Sorry, this one's out of our control.

Along with your Transfer Form (and your RSP or RIF Application form, if you are opening a new account), please complete the corresponding LOCKED-IN TRANSFER ADDENDUM from the list below for the jurisdiction and type of locked-in plan you are transferring. If you require further instructions, we've got another form explaining it all. Or you can always call one of our Investor Specialists. They live for this stuff.

Locked-in Retirement Account (LIRA) Addenda

Locked-in Retirement Savings Plan (LRSP) Addenda

Locked-in Retirement Income Fund (LRIF) Addenda

Prescribed Retirement Income Fund (PRIF)