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

• Form 1 and Instructions for Form 1 – Attestation regarding withdrawal based on financial hardship
• Form 2 - Attestation Regarding Spouse/Common-Law Partner 
• Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans