Frequently asked questions
Locked-in retirement funds
Defined benefit plans
Defined contribution plans
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.