LIRA/LIF With Successor Holder (Must Be Spouse)
If the surviving spouse is the successor holder of a locked-in account, you must attach these documents to your estate settlement request
Required Documents:
1: Declaration and Instructions for Settlement of Locked In Account (Form 26819-202)
- Please fill out this form and attach it to your estate settlement request.
- Ensure that a Commissioner of Oaths or Notary signs (bottom left) or stamps the form.
- A notary public is a person who witnesses oaths, signs affidavits, and certifies documents to be true copies of the original.
- A Commissioner of Oaths has the authority to administer oaths when you sign an affidavit or statutory declaration.
- Documents requiring a Commissioner of Oaths and Affidavits can be commissioned in the City Clerk’s Office.
Please contact your local city hall for more assistance on this matter.
2: Death Certificate (Original or Certified Copy)
3: Portfolio Statement as of Date of Death