Get Aps Request For Transfer From A Registered Pension Plan - Lapp!

This guide provides clear and supportive instructions for completing the APS Request For Transfer From A Registered Pension Plan - LAPP! online. By following these steps, you will be able to fill out the form accurately and efficiently.

Follow the steps to complete the APS Request For Transfer form.

1. Click the ‘Get Form’ button to obtain the form and open it in your document management tool.
2. Begin with the personal information section. Enter your last name, first name, and address details, including street number, apartment (if applicable), city, province, and postal code. Include your telephone number, social insurance number, country, and date of birth in the designated format.
3. Indicate your status by selecting one of the options provided: member of the pension plan, pension partner or beneficiary requesting a transfer after the member's death, or former pension partner requesting a transfer following marital breakdown.
4. In the transfer from section, the plan administrator will complete the pension plan name, registration number, administrator's name (Alberta Pensions Services Corporation), and their address.
5. Move to the transfer to section. If the amount is locked-in, fill out Section 3A, including details about the receiving financial institution such as name, address, telephone number, and individual account number. Ensure the financial institution is on the Superintendent’s List of Financial Institutions Offering Locked-in Pension Products.
6. If the amount is non-locked-in, skip to Section 3B. Fill in similar details about the receiving institution here, including RRSP specifics.
7. Section 4 must be completed by the authorized officer of the receiving financial institution if you are transferring locked-in funds. This officer will certify that the institution can offer Locked-in Retirement Accounts.
8. Lastly, complete the signature section by authorizing the transfer and acknowledging your understanding of the benefits being transferred.
9. Once all sections are filled out, review your entries for accuracy, then save your changes, download, print, or share the completed form as needed.

Start completing your form online today to ensure a smooth transfer process.