Get Form 3 2
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How to fill out the Form 3 2 online
Filling out Form 3 2, the record of transfer of locked-in retirement funds, can seem complex. This guide provides clear and comprehensive instructions to help you complete the form accurately and efficiently online.
Follow the steps to complete the Form 3 2 online.
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- In Part I, complete the transferee information. Start by entering the name of the financial institution or pension plan administrator. Make sure to provide the full address, including city, province, and postal code.
- Next, fill in the telephone number of the institution and the broker named in LIRA or LIF if applicable. Again, include the full address for the broker.
- Indicate the type of fund to which assets are being transferred by checking the appropriate box: LIRA, LIF, Annuity, or Pension Plan.
- Provide the CCRA registration number and any necessary additional registration numbers.
- Complete the owner information section by entering the name, address, date of birth, and telephone number of the person who owns the assets.
- Enter the owner’s account number with the transferee.
- In the transferee agreement section, ensure that all relevant details are filled out, and that the authorized person signs and dates the section.
- Move on to Owner Transfer Information. Indicate the requested amount of transfer in both words and numbers, and check the applicable fund type.
- The owner must sign the form, providing their name and the date of signing.
- Following completion of Part I, forward the form in triplicate to the transferor for completion of Part II.
- Ensure Part II is filled out by the transferor and includes necessary signatures and dates, then return the completed form to the transferee to fill out Part III.
- Once Part III is completed by the transferee, ensure that all copies are retained as required for compliance, and do not forget to keep one copy for yourself until the designated period is over.
- After filling in all required fields, users can save changes, download, print, or share the completed form as needed.
Complete your Form 3 2 online today and ensure your retirement funds are transferred correctly.
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