Get Scotiabank Ca119b Form

Filling out the Scotiabank Ca119b Form is an important step for individuals managing their federally regulated locked-in plans. This guide will help you navigate the online completion of the form with ease, ensuring that all necessary information is accurately provided.

Follow the steps to successfully complete your Scotiabank Ca119b Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, input the name of the financial institution associated with your account in the designated space next to 'To:'.
3. Next, provide a list of your applicable federally regulated locked-in plans. Fill out each line (a, b, c) with the names of any locked-in registered retirement savings plans, life income funds, restricted locked-in savings plans, or restricted life income funds you own.
4. In the attestation section, write your full name and address, ensuring that you are accurately identifying yourself as the owner of the locked-in plans listed above.
5. Also, indicate the total value of all the locked-in plans identified in item 2 at the time of completing the form. Make sure this amount reflects your current plans' total value.
6. Continue by confirming that the total value of all locked-in plans is less than 50% of the Year’s Maximum Pensionable Earnings, as defined by the Pension Benefits Standards Act, 1985.
7. For the signatures section, enter the date when you are completing the form and the location (city and province). Sign as the applicant and include the details of the notary public or authorized person, along with their signature.
8. Once you have filled out all sections of the form, review the information for accuracy. Save your changes, and you may choose to download, print, or share the form as needed.

Complete your Scotiabank Ca119b Form online today for a smoother financial management experience.