Get Form 6 Alberta

Filling out the Form 6 Alberta is an essential step for pension partners who wish to waive certain rights regarding pension transfers. This guide provides clear, step-by-step instructions on completing the form online to ensure a smooth and accurate process.

Follow the steps to complete the Form 6 Alberta online.

1. Press the ‘Get Form’ button to download the Form 6 Alberta and open it in your chosen online editor.
2. Fill in your name in the designated field where it states 'I, ______________________________________________________.' This identifies you as the pension partner.
3. Enter the name of the original plan member in the section labeled 'of ____________________________________________________________.'. This is required to indicate the person concerning whom you are offering the waiver.
4. Indicate whether the money representing benefits is still in the pension plan or has been transferred by ticking the appropriate box.
5. Choose whether you agree to unlock up to 50% of the pension or LIRA account money by selecting Option 1 or to give up your right to the minimum 60% survivor pension by selecting Option 2. You may select both options as appropriate.
6. Certify your understanding of the form by checking each certification item in Part 1, confirming that you have read and understood the implications of signing the waiver.
7. Date the form in the provided section and print your name clearly under your signature.
8. Have a witness sign and print their name in the designated sections. Ensure your witness understands that they are confirming your signature.
9. Proceed to Part 2 if you wish to waive your rights as the sole designated beneficiary. Complete the sections similarly, ensuring all certifications are checked.
10. Once all parts are filled, save your changes, download the completed document, and be sure to print a copy for your records.

Complete your Form 6 Alberta online to ensure an efficient and documented process.