Financial Services Commission of Ontario Instructions for Form 5 Application to Withdraw or Transfer Money from an Ontario Locked-in Account General Information You must complete the attached application.
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How to fill out the Ontario Fsco 1167e online
Filling out the Ontario Fsco 1167e form is essential for individuals seeking to withdraw or transfer money from an Ontario locked-in account. This guide provides clear, step-by-step instructions to ensure the process is straightforward and accessible to all users.
Follow the steps to successfully complete your application.
- Click ‘Get Form’ button to access the Ontario Fsco 1167e form and open it for editing.
- Begin by providing complete personal information in Part 1, including your full name, date of birth, and contact details. Ensure these details are accurate and up-to-date.
- Depending on your reason for application, complete the relevant sections in Part 2, which may include Parts 2A, 2B, 2C, or 2D. Clearly indicate how much money you wish to withdraw or transfer.
- In Part 3, certify your application in the presence of a witness. This includes affirming your relationship status and indicating if your spouse’s consent is needed.
- If applicable, complete Part 4 to obtain your spouse's consent for the withdrawal or transfer and ensure that it is witnessed as required.
- If your application is based on a medical condition, include Part 5, which must be completed by a licensed physician.
- Review the completed application thoroughly to ensure all required sections are filled out correctly. Retain a copy for your records.
- Submit the completed application and any additional documents directly to the financial institution managing your Ontario locked-in account. Remember, do not send your application to the Financial Services Commission of Ontario.
Start filling out the Ontario Fsco 1167e form online today for a smooth application experience.
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At what age can I access my LIRA in Ontario?
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