Forms for Locked-in Accounts
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.
Locked-in Retirement Account (LIRA) Addenda
Alberta LIRA
Download (opens in a new window)B.C. LIRA
Download (opens in a new window)Saskatchewan LIRA
Download (opens in a new window)Manitoba LIRA
Download (opens in a new window)Ontario LIRA
Download (opens in a new window)Life Income Fund (LIF) Addenda
Alberta LIF
Download (opens in a new window)Manitoba LIF
Download (opens in a new window)Ontario LIF
Download (opens in a new window)Federal LIF
Download (opens in a new window)Federal RLIF
Download (opens in a new window)Locked-in Retirement Savings Plan (LRSP) Addenda
Federal LRSP
Download (opens in a new window)Federal RLSP
Download (opens in a new window)Locked-in Retirement Income Fund (LRIF) Addenda
Manitoba LRIF
Download (opens in a new window)Ontario LRIF
Download (opens in a new window)Prescribed Retirement Income Fund (PRIF)
Saskatchewan PRIF
Download (opens in a new window)Manitoba PRIF
Download (opens in a new window)Stay steady.
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