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Small Balance Unlocking

Clients holding a federally regulated LIF, RLIF and RLSP who are 55 years old or older may be able to unlock their full balance and transfer it to an RRSP or RRIF, or take it in cash, if their total holdings in federally regulated locked-in plans (including locked-in RRSPs) are less than the small balance limit. This limit is equal to $22,450 in 2008, which is 50 per cent of the yearly maximum pensionable earnings (YMPE) in the year the application is filed.

Form
· Product Application, if required
· Redemption Form, if required by Financial Institution
· Form 2 - Attestation(s) Regarding Spouse/Common-law Partner
· Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-In Plans
· RRIF or RRSP Application
* Application for RRIF or RRSP is only required if client doesn't already have an existing
   RRSP or RRIF and does not wish to withdraw the funds in cash.
* Small balance unlocking is not available in locked-in RRSP.


 

 


 

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