The LIRA/LRSP panel collects essential personal details about the account holder, such as name, contact information, date of birth, and marital status. This information is critical for identity verification, compliance, and client communication.
Required when opening a Locked-In account such as a LIRA or LRSP, to designate plan jurisdiction.Filling out LIRA/LRSP Application Information
Enter the client’s account details into the provided fields:
- Legislation: Select the legislation for the account. (E.g., Federal, Provincial)
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed LIRA/LRSP Application Panel
