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Other Pension Forms

Application to Transfer Pension Benefit Credit Pursuant to Section 26 of the Pension
Benefits Standards Act, 1985

A plan administrator must use this form to transfer all of an applicant's federally legislated
locked-in pension funds to another carrier. Download Form

Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3
A plan administrator can use to form to transfer all of an applicant's RPP funds to
another RPP, RRSP/LIRA or RRIF/LIF with another carrier. Download Form

Direct Transfer Under Subsection 146.3(14.1) or Paragraph 146(16)(a) or 146.3(2)(e)
A plan administrator can use this form to transfer all or part of an applicant's RRIF/LIF
funds to the same annuitant's RRSP/LIRA, RRIF/LIF or RPP with another carrier.
Download Form

Federal Unlocking Forms
Since May 8, 2008, If you have pension funds which are Locked-in under Federal Jurisdiction
you may have the option to unlock your funds if:

1. The funds are moved to an individual retirement product such as one or more of the
     federally regulated products:

i. Life Income Fund (LIF),
ii. Restricted Life Income Fund (RLIF)
iii. Restricted Locked-in Savings Plan (RLSP)
iv. Locked-in Registered Retirement Savings Plan (LRRSP)

2. You meet the requirements of Federal Unlocking Legislation for the unlocking option you
choose, which may include:

i. Type of retirement product
ii. Taxable Income test
iii. Age test
iv. Spouse Attestation
v. Time span

It is very important to fully review and analyze your retirement objectives before unlocking funds as
unlocking your funds may negatively affect your future retirement plans.


Call today to arrange a meeting with one of our Financial Advisors for your retirement planning
needs. The forms required for each Unlocking Option include: 50% One-time Unlocking,
Small Balance Unlocking and Financial Hardship Unlocking

GWL Redemption Form
Great West Life requires the attached form indicating the fund(s) and
amount an individual wishes to redeem from their individual retirement product. Please
fill the form out in full and return with the applicable Unlocking Form(s).


 

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