Portfolio RIF -
Additional Premium Payments to Existing Policies Only
To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1 877 536-4666.
| Name | |
|---|---|
| Additional Premium payment to a Portfolio RIF Policy | PC BIL5375 |
| Confirmation of Compliance by Administrator/Transferee | PC 1850 |
Supplementary Questionnaires (as required)
| Name |
|---|
| Saskatchewan Required form - Form 1 - Spouse's Consent to Transfer to a Registered Retirement Income Fund Contract  . Must be
signed by spouse before money can be transferred to a Prescribed RIF.Additional forms Form 2 - Spouse's Waiver of Designated Beneficiary Status .
Spouse may waive designated beneficiary status under
a Prescribed RIF.Form 3 - Spouse's Waiver of 60% Post-Retirement Survivor Benefit (annuity).
Spouse may waive entitlement to the post-retirement
survivor benefit. |
| Alberta Required form - Form 1 - Pension Partner's Declaration to Give Up Minimum 60% Joint and Survivor Pension (annuity). Must be
signed by spouse before money can be transferred to a LIF policy. |
| British Columbia Required form - Form 3 - Spouse's Consent to Transfer Locked-in Pension Funds to a LIF . Must be
signed by spouse before money can be transferred to a LIF policy. |
| Manitoba Required form - Form 1 - Pension Waiver (Joint and Survivor 66 per cent) (annuity). Must be
signed by spouse before money can be transferred to a LIF policy. |
| Ontario If the spouse requests to waive his/her rights to the death benefit payable if the Annuitant dies prior to the conversion of the LIF to an annuity, obtain Life Income Fund (Ontario) - Spousal Waiver of Survivor's Benefits under a LIF (XPS BIL 3301). |
PDFs posted on this Web site weigh 1Mb or less, unless otherwise indicated.
