Get The Application To Unlock And Withdraw British Columbia Funds Due To - Fic Gov Bc

This guide will assist you in understanding how to fill out the Application To Unlock And Withdraw British Columbia Funds Due To financial hardship online. By following these detailed steps, you can ensure that you provide the necessary information to your financial institution to facilitate your application.

Follow the steps to complete your application successfully.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Begin by entering your general applicant information. This includes your title, last name, first name, middle name, mailing address, city, province, postal code, email address, telephone number, and date of birth.
3. Provide the name of the financial institution holding your locked-in funds, along with the account number for your Locked-In Retirement Account or Life Income Fund.
4. Fill in the spousal information, if applicable. Include the title, last name, first name, middle name, mailing address (you can indicate if it is the same as the applicant), city, province, postal code, and telephone number.
5. Indicate the financial hardship category under which you are applying. Complete the relevant section for low income, foreclosure, eviction threat, securing a new residence, or medical costs.
6. For the low-income section, enter your expected income for the next 12 months before taxes. Follow the provided calculations to determine the amount that may be unlocked.
7. Depending on the hardship being claimed, be sure to attach all necessary documentation, such as written demands for payments, rental agreements, or medical receipts that support your request.
8. Certify your application by signing and dating the form. Confirm whether you have a spouse and, if so, ensure that the spouse’s waiver form is included.
9. Review the completed application carefully for accuracy. Once satisfied, submit the form along with any required documents to the financial institution that holds your LIRA or LIF.
10. Finally, save changes to your document, download a copy for your records, or print the form as needed.

Start your application process online today to unlock your British Columbia funds.