Get Declaration Of Understanding And Direction Re Release Of

This guide provides clear instructions for filling out the Declaration of Understanding and Direction Re Release Of, necessary for the release of locked-in retirement funds. Users will benefit from step-by-step guidance to ensure accurate completion of the form.

Follow the steps to complete your form effectively.

1. Click ‘Get Form’ button to obtain the Declaration of Understanding and Direction Re Release Of form and open it in your preferred editor.
2. In the top section of the form, fill in your personal details as the 'Undersigned.' This includes your full name where indicated.
3. Next, confirm that you are the annuitant under the specified Locked-In Retirement Account (LIRA) by ensuring the account number is filled correctly.
4. Read the statements carefully, ticking the box or indicating your agreement with each representation regarding the account, including the fair market value and any locked-in assets.
5. Indicate that you understand that both the Trustee and Investment Dealer can rely on the information you provide in this declaration.
6. Sign and date the declaration at the bottom, ensuring that you have also had the opportunity to seek independent legal advice if necessary.
7. If required, have your signature notarized. Ensure the notary or commissioner signs and stamps the form as necessary.
8. Once you have completed all sections, ensure that all entries are accurate. You can then save the changes, download, print, or share the completed form as needed.

Complete your Declaration of Understanding and Direction Re Release Of online today for a smooth processing experience.