Get Form 3 Attestation Of Total Amount Held In Federally ...

This guide provides clear and comprehensive instructions for completing the FORM 3 ATTESTATION OF TOTAL AMOUNT HELD IN FEDERALLY REGULATED LOCKED-IN PLANS online. Designed for users with varying levels of experience, this guide will help you navigate each section of the form with confidence.

Follow the steps to accurately complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, insert the name of the financial institution that holds your locked-in plans.
3. In the next section, list all applicable federally regulated locked-in plans. Include details about each locked-in registered retirement savings plan, life income fund, restricted locked-in savings plan, or restricted life income fund that you own. Use the provided spaces (a), (b), and (c) for your entries.
4. Move to the Attestation section where you will need to insert your name and address. This verifies your identity and residential details.
5. State the total value of all locked-in plans listed in item 2. This is the value on the day you are signing the attestation.
6. Ensure that you check the attestation box confirming that the total value of your locked-in plans is less than 50% of the Year’s Maximum Pensionable Earnings as defined in the Pension Benefits Standards Act, 1985.
7. Proceed to the signatures section. Include your signature and the date. You will also need to have the form sworn before a notary public or a commissioner authorized to take affidavits, ensuring that the document is legally binding.
8. Finally, review the completed form, then save changes, download, print, or share the form as needed.

Take the first step now and fill out your FORM 3 online.