Website maintenance starting Friday April 19 @ 9pm ET
The secure site and tools will be temporarily unavailable starting Friday April 19 @ 9pm until 9pm on Saturday April 20 ET for system maintenance. Thank you for your understanding.
Website maintenance starting Friday April 19 @ 9pm ET
The secure site and tools will be temporarily unavailable starting Friday April 19 @ 9pm until 9pm on Saturday April 20 ET for system maintenance. Thank you for your understanding.
Complete all sections of 3318-E - Application for a payout annuity
This 'fillable' PDF allows you to type information directly on the application. With pre-determined business rules, only the sections and fields that must be completed are displayed. You can then print the application and get the client's signatures. If you prefer to collect the client's signatures while you are completing the application online, the Signature and declaration section can be printed separately.
Tips for completing the application
For more tips on using the dynamic application, see Tips for using the dynamic payout annuity application.
Beneficiaries
Signatures
We require original signatures. We will not accept photocopied or faxed copies of the applicant's signature. If you printed the Signature and declaration section separately, ensure that it is included when you send the application.
Quebec applications
We'll send French correspondence for clients residing in Quebec. Check the language of correspondence box if your client prefers English.
Proof of age
Please attach a copy of the proof of age. If you don't attach a copy, you must record the registration number, issue date of the document and country of issue.
Non-registered funds
Locked-in funds (RPP, LIF, LRIF, Locked-in RRSP or LIRA)
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