Unlocking Forms

Key Points for individuals wishing to unlock federally locked-in funds:

  • If you hold federally locked-in funds, your first point of contact should be with the financial intermediary that holds your account.
  • Your financial intermediary may be able to assist in determining whether you are eligible for unlocking, and may be able to assist in filling out the forms.
  • Do not send your forms to the Government or OSFI. The Government’s role is not to approve individuals’ forms or to provide individual assistance in filling out the forms.

Forms