Get Financial Hardship Unlocking Form Fhu 1 For 2015. Version Number 1296e.1

This guide provides clear and comprehensive instructions for users seeking to fill out the Financial Hardship Unlocking FORM FHU 1 for 2015 online. It is designed to assist users in navigating each section of the form, ensuring a smooth submission process.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part 1, provide your personal information, including your last name, first name, middle name, date of birth, and mailing address. Ensure that you include your contact number and email address. Additionally, provide relevant information about your Ontario locked-in account, including the name of the financial institution and your policy or account number.
3. If applicable, provide information about your spouse, including their last name, first name, date of birth, and mailing address.
4. In Part 2, state who has the illness or physical disability by checking the appropriate box for yourself, your spouse, or your dependant. If it is a dependant, provide their personal details as requested.
5. Indicate whether you have previously applied for medical expenses for the identified person during 2015 by selecting 'Yes' or 'No'. If 'Yes', recall that you cannot apply again for that year.
6. Calculate the maximum amount you may withdraw based on the outlined criteria in the form and enter this amount in the specified field.
7. Clearly specify the amount you are applying to withdraw, ensuring it meets the minimum and maximum limits stated in the form.
8. Provide the address of the principal residence related to the renovations if applicable, and attach any required documents such as receipts or statements from a medical professional.
9. In Part 3, certify the information by signing and dating the certification in the presence of a witness. Ensure compliance with the regulations regarding the disclosure of information.
10. If you have a spouse, they must complete Part 4 by consenting to the withdrawal. This requires their signature in front of a witness.
11. Finally, if necessary, include the physician's or dentist's statement in Part 5, ensuring it meets the validation criteria before submission.
12. Once all sections are completed, save your changes, download, print, or share the form as needed.

Begin your application online and take the first step toward addressing your financial hardship.