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Get Fsrp0023
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How to fill out the Fsrp0023 online
The Fsrp0023 form is an application used to unlock funds from your Locked-In Retirement Account (LIRA) or Life Income Fund (LIF) due to financial hardship. This guide provides clear and supportive steps to help you fill out the form online.
Follow the steps to complete your application successfully.
- Click the ‘Get Form’ button to access the Fsrp0023 document and open it in your online editor.
- Begin by filling out the 'General Applicant Information' section. Provide your title, last name, first name, middle name, mailing address, city, province/territory, postal code, telephone number, date of birth, and email address. Make sure all details are accurate.
- In the 'Source of Locked-In Money' section, answer the questions regarding whether your funds are still in a pension plan and if you have previously applied under this program. Choose only one option from the provided list on how you received your LIRA or LIF.
- If applicable, complete the 'Pension Partner Information' section. Indicate if you have a pension partner and provide their details as required.
- Specify your reason for applying to unlock funds in the 'Locked-In Account Access Rules' section. Choose at least one reason from the five options provided and fill in any required documents or information.
- In the 'Pension Partner Agreement' section, if you have a pension partner, ensure they complete the appropriate agreement to proceed with your application.
- In the 'Certification of the Applicant' section, carefully review the declaration, confirming all information is accurate. Sign and date this certification in front of a witness aged 18 or older.
- Once all sections are completed, save your changes. You can then download, print, or share the form as needed before submitting it to your Financial Institution.
Complete your Fsrp0023 application online today to unlock the funds you need.
The Pension Benefits Act sets out four categories of financial hardship under which you can unlock your pension funds held in a locked-in retirement account (LIRA) or life income fund (LIF). You can unlock for any of these reasons and you can unlock for a combination of reasons.
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