Get Fillable Fsco Forms

This guide provides clear and supportive instructions for filling out the Fillable Fsco Forms online. Whether you are applying to withdraw or transfer money from your Ontario locked-in account, understanding each section will ensure you complete the application accurately.

Follow the steps to fill out the Fillable Fsco Forms online:

1. Click the ‘Get Form’ button to access the Fillable Fsco Forms and open it for completion.
2. Begin with Part 1 by entering your personal information, including your full name, date of birth, and contact details. Also, provide the financial institution's name and your locked-in account details.
3. Complete Part 2 according to the reason for your application: either select the appropriate section based on your situation—shortened life expectancy, age requirement, excess amount, or non-resident status—and indicate the amount you wish to withdraw or transfer.
4. In Part 3, certify the information in the application in the presence of a witness. Ensure that all required details are accurate and complete.
5. If required, complete Part 4 to obtain your spouse’s consent if this applies to your situation. Your spouse should sign in the presence of a witness.
6. If applying under shortened life expectancy, have Part 5 completed by a physician licensed in Canada to support your request.
7. Once all relevant parts of the application are filled out, submit the completed form along with any additional required documents to your financial institution that manages your Ontario locked-in account. Keep a copy for your records.

Complete your Fillable Fsco Forms online today to manage your locked-in accounts efficiently.