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Get Form 4 - Waiver Of Pre-retirement Death Benefit. Form Number 1166e.1
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How to fill out the Form 4 - Waiver Of Pre-retirement Death Benefit. Form Number 1166E.1 online
Filling out the Form 4 - Waiver Of Pre-retirement Death Benefit is an important step for individuals who wish to waive their rights to a pre-retirement death benefit. This guide provides a clear and supportive walkthrough for users who need assistance in completing the form online.
Follow the steps to successfully complete your Form 4 online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by providing the name of the spouse of the member or former member in the designated field.
- In the subsequent section, enter your name, indicating your relation as the spouse within the meaning of the Pension Benefits Act.
- Next, fill in the name of the member or former member. This step confirms the individual whose pension benefits are being referenced.
- Continue by stating the name of the pension plan which the member or former member is entitled to benefits under.
- Review the section about your understanding of the pre-retirement death benefit rights and the waiver. Ensure that you comprehend the implications of signing the waiver.
- Provide the date on which you are filling out the form, along with the day, month, and year in the appropriate fields.
- Sign the form as the spouse of the member or former member, confirming your agreement to waive the rights.
- Ensure that a witness is present to sign the form. The witness should also print their name and address in the designated areas.
- Finally, after reviewing all entered details for accuracy, you can save changes, download, print, or share the completed form as needed.
Complete your documents online to ensure a seamless process.
It can be commuted and rolled over to another fund if the beneficiary is eligible to receive a death benefit income stream. Once the death benefit is rolled over to the new fund, it must immediately be taken as a death benefit income stream or a lump sum and can't be held in accumulation phase.
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