Affidavits
OSFI Form 2: Attestation Regarding Spouse or Common-Law Partner
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Name the institution that holds the money, then use Add plan for every federally regulated locked-in plan there that you want to withdraw or transfer from: a locked-in RRSP, life income fund, restricted life income fund or restricted locked-in savings plan. Add at least one plan; an empty list prints a blank line.
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ATTESTATION REGARDING SPOUSE OR COMMON-LAW PARTNER
OSFI Form 2, Schedule V, Pension Benefits Standards Regulations, 1985
To: ______
Federally regulated locked-in plans held by that institution from which I intend to withdraw or transfer money:
• ______, account number ______
I, ______, of ______, in the city of ______, in the province of ______, MAKE OATH AND SAY:
I am the owner of the federally regulated locked-in plans listed above.
The amount I intend to withdraw from those plans or transfer out of them is $______.
On the day I sign this attestation:
I understand that money withdrawn or transferred from a federally regulated locked-in plan may no longer be protected from creditors under the Pension Benefits Standards Act, 1985 and the Pension Benefits Standards Regulations, 1985.
I understand that money withdrawn or transferred from a federally regulated locked-in plan may be subject to tax under the Income Tax Act or another law.
I understand that I may need professional advice on what the withdrawal or transfer means for me financially and legally.
Signed and sworn (or affirmed/declared) before me by videoconference in Ottawa, Ontario, while the Affiant(s)/Declarant(s) were located in ______________________, on ______________________, pursuant to O. Reg. 431/20, and Electronic Commerce Act, 2000.
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