pension
plan


	Locked-In Agreement

	Use Use the Locked-In Agreement when you've terminated from the Pension Plan and are transferring out 'locked-in' pension funds that were not administered by Royal Trust.

	Information Needed to Complete the Form You must date the form and sign as the 'Annuitant'.

	Notes If your Pension funds are 'locked-in', those funds may only be transferred to a 'locked-in' RRSP. You may not take them as cash. To withdraw your Pension funds, you must also complete the Application for Withdrawal of Pension Contributions form and the Direct Transfer of a Single Amount (T2151) form. Questions on completing the form should be directed to the Plan Administrator. Completed forms should be forwarded to the Plan Administrator.

	Plan Administrator D.A. Townley & Associates Ltd. 101 – 4190 Lougheed Highway Burnaby, BC V5C 6A8 Phone: 604-299-7482 or 1-800-663-1356 Fax: 604-299-8136 Email: Pension

Form Link

pensionplan