Get Financial Hardship Application Forms

Completing the Financial Hardship Application Forms online can seem daunting, but this guide is designed to walk you through each step methodically. By following these instructions, you will ensure that your application is filled out correctly and submitted without unnecessary delays.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the application form and open it in your preferred editor.
2. Begin filling out the 'General Information' section. Enter your full name, mailing address, and contact information accurately. Ensure that you include any previous names if applicable.
3. In the 'Source of Locked In Money' section, answer whether the money is still in the pension plan and detail how you acquired the locked in account. Select the appropriate option among the choices provided.
4. For each question under 'Pension Partner Information,' indicate whether you have a pension partner, and if so, provide their details.
5. In 'Locked In Account Information,' provide the name of the financial institution, your account number, and current balance. Confirm if you have included a locked in account statement. Select the type of account you hold.
6. Carefully review each question relating to your financial situation that may allow you to unlock your funds, such as eviction or medical costs, and provide the necessary documentation.
7. Fill out details regarding the amount you wish to withdraw from your locked in account and specify the payment structure. Be mindful of the minimum and maximum amounts allowed.
8. Complete the 'Pension Partner Agreement' if applicable, ensuring the agreement is signed in front of a witness. The applicant must not be present during this signing.
9. Finalize your application by completing the 'Certification of the Applicant' section, signing in the presence of a witness, and ensuring that all information is truthful and complete.
10. Submit the application by either mailing, faxing, or emailing it to the designated office along with all required documentation. You may then save, download, or print a copy for your records.

Start filling out your Financial Hardship Application Forms online today to ensure timely processing of your application.