Ideal Segregated Funds - Signature Series
for savings & retirement income plans
Standard Life has temporarily suspended new sales of Ideal Income Series (GLWB) effective April 16, 2012.
To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1 877 536-4666.
To sell Ideal Segregated Funds via FundSERV, a distributor set-up package must be completed. This is not required for manual processing. For more information, please contact your sales office.
Forms
| Name | |
|---|---|
| Additional Deposit Form NEW |
PC 6852-Fillable |
| TFSA – Application for your Ideal Segregated Funds – Signature Series Contract | 6463-Fillable |
| Application for your Ideal Segregated Funds – Signature Series Contract (client name accounts) | 6415 - Fillable |
| Fillable application Instructions - Ideal Segregated Funds - Signature Series | 6415 - Instructions |
| Application for Nominee Accounts | PC 4294-Fillable |
| Ideal Segregated Fund Information Folder - Signature Series Important notice dated April 11, 2012 |
6414 see document |
| Client Identification Supplementary Information | PC 6330 |
| Confirmation of Compliance by Administrator/Transferee | PC 1850 |
| Registered Savings Plan to Retirement Income Plan Transfer Form | PC 6080 |
| Reset of your Maturity Guarantee Value - Ideal Segregated Funds – Signature Series | PC 6494 |
| Policy holder Investment Authorization (For Resets of the Ideal Segregated Fund Guarantees) |
PC 6267 |
| Transfer authorization for registered investments (RSP, LRSP, LIRA, RIF, LIF, TFSA LRIF, RLIF, RLSP, PRIF) |
PC 6511 |
| Third Party Determination | PC 5097 |
| Gradual Inheritance Concept (Flyer and application form) | 6544-fillable |
| Pre-Authorized Debit (PAD) Agreement | PC 2010-Fillable |
| Limited Trading Authorization | 6805-fillable |
| Switch form for Ideal Income NEW | PC 6920-fillable |
| Qualifying Recognised Overseas Pension Schemes (QROPS) New United Kingdom (UK) pension transactions |
6870 |
LIRA / LRSP policies
Provide the Policyholder with the appropriate endorsement as follows:
| Province | |
|---|---|
| Alberta | Form 1 |
| British Columbia | PC 2577 |
| Manitoba Forms: Form 1701 - Spouse's/Common-Law Partner's Declaration to give up Minimum 66²/3% Joint and Survivor Pension from RPPs, LIRAs, LIFs and LRIFs. Must be signed by spouse before money can be transferred to a LIRA policy. Submit the waiver form with the application. Forms for Unlocking due to Shortened Life Expectancy: Form 5 – Waiver of 60% Joint Pension Entitlement for Pension Plan or Locked-in Retirement Account Form 7 – Consent to Withdraw from LIRA, LIF or LRIF due to Terminal Illness or Disability |
PC 6862 Form 1701 Form 5 Form 7 |
| New Brunswick | PC 2580 |
| Newfoundland & Labrador | PC 2977 |
| Nova Scotia | PC 2579 |
| Ontario Forms: Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account. Must be signed by spouse before money can be transferred to a LIRA policy. Submit the waiver form with the application. Form 5.0 - Application to Withdraw or Transfer Money from an Ontario Locked-in Account Forms for Unlocking due to Financial Hardship : Form 6 – Financial Hardship Application for 2011 Form 6.1 – Low Income Financial Hardship Application for 2011 |
PC 2583
Form 4.1 Form 5.0 Form 6 Form 6.1 |
| Quebec | PC 2631 |
| Saskatchewan | PC 2578 |
| Federal (PBSA) | PC 2969 |
|
Required Forms for Unlocking due to Financial Hardship: Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship and |
Form 1 |
| Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner | Form 2 |
| Federal - Restricted Locked-in Savings Plan | PC 6413 |
| Required Forms for Unlocking due to a Small Balance: Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner and | Form 2 |
| Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans |
Form 3 |
| Required Forms for Unlocking due to Financial Hardship: Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship and |
Form 1 |
| Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner | Form 2 |
LIF policies
Provide the Policyholder with the appropriate endorsement as follows:
| Province | |
|---|---|
| Alberta Required form - Form 6 - Pension Partner's Declaration to Give Up Minimum 60% Joint and Survivor Pension  (annuity). Must be signed by spouse before money can be transferred to a LIF policy. Submit the consent form with the application. |
Form 2 |
| British Columbia Required form - Form 3 - Spouse's Consent to Transfer Locked-in Pension Funds to a LIF policy . Must be signed by spouse before money can be transferred to a LIF policy. Submit the consent form with the application. |
PC 2804 |
| Manitoba Forms: Form 4 - Consent to One-time Transfer of Manitoba Locked-in Money Request to Superintendent of Pensions for Written Notice Form 1701 - Spouse's/Common-Law Partner's Declaration to give up Minimum 66²/3% Joint and Survivor Pension from RPPs, LIRAs, LIFs and LRIFs. Must be signed by spouse before money can be transferred to a LIF policy. Submit the waiver form with the application. Application for a One-time Transfer Form for Unlocking due to Shortened Life Expectancy: Form 7 – Consent to Withdraw from LIRA, LIF or LRIF due to Terminal Illness or Disability |
PC 6863 Form 4 Form Form 1701 PC 5727 Form 7 |
| New Brunswick | PC 2957 |
| Newfoundland & Labrador | PC 2941 |
| Nova Scotia | PC 2958 |
| Ontario Forms: Form 4.1 - Waiver of Survivor's Benefit from an Ontario Locked-in Account. Must be signed by spouse before money can be transferred to a LIF policy. Submit the waiver form with the application. Form 5 - Application to Withdraw or Transfer Money from an Ontario Locked-in Account Form 5.2 - Application to withdraw or transfer up to 50% of the money transferred into a Schedule 1.1 LIF after December 31, 2010 Form 5.3 – Application to a Financial Institution for a one-time Withdrawal or Transfer of up to 50% of the Money in an Ontario Schedule 1 LIF or LRIF – January 1, 2011 to April 30, 2012 Forms for Unlocking due to Financial Hardship: Form 6 - Financial Hardship Application for 2011 Form 6.1 – Low Income Financial Hardship Application for 2011 |
PC 6253
Form 4.1 Form 5 Form 5.2 Form 5.3 Form 6 Form 6.1 |
| Quebec
Required Forms for Temporary LIF Income Schedule 0.4 - Declaration of Annuitant (ages 54-64) Schedule 0.5 - Declaration of Annuitant (before age 54) Schedule 0.8 - Declaration of Annuitant (ages 54-64) |
PC 2805 |
| Federal (PBSA) Required Forms for Unlocking due to Financial Hardship: Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship and Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner Required Forms for Unlocking due to a Small Balance: Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner and Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans |
PC 2842 Form 1 Form 2 Form 2 Form 3 |
| Federal - Restricted Life Income Fund Required Forms for Unlocking due to a Small Balance: Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner and Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans Required Forms for Unlocking due to Financial Hardship: Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship and Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner Required Form for One-Time 50% Unlocking: Form 2 - Attestation(s) Regarding Spouse/Common-Law Partner |
PC 6411 Form 2 Form 3 Form 1 Form 2 Form 2 |
LRIF policies
LRIF is currently available in only one province. Provide the Policyholder with the appropriate endorsement as follows:
| Province | |
|---|---|
| Newfoundland & Labrador | PC 4303 |
Prescribed RIF policies
Provide the Policyholder with the appropriate endorsement:
| Province | |
|---|---|
| Manitoba Forms: Form 4 - Consent to One-time Transfer of Manitoba Locked-in Money Request to Superintendent of Pensions for Written Notice Form 1701 - Spouse's/Common-Law Partner's Declaration to give up Minimum 66²/3% Joint and Survivor Pension from RPPs, LIRAs, LIFs and LRIFs. Must be signed by spouse before money can be transferred to a Prescribed RIF policy. Submit the waiver form with the application. Application for a One-time Transfer |
PC 6866 Form 4 Form Form 1701 PC 5727 |
| Saskatchewan Required form Form 1 - Spouse's Consent to Transfer to a Registered Retirement Income Fund Contract . Must be signed by spouse before money can be transferred to a Prescribed RIF. Submit the consent form with the application.Additional forms Form 2 - Spouse's Waiver of Designated Beneficiary Status . Spouse may waive designated beneficiary status under a Prescribed RIF.Form 3 - Spouse's Waiver of 60% Post-Retirement Survivor Benefit (annuity). Spouse may waive entitlement to the post-retirement survivor benefit. |
PC 4735 |
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