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Ontario form 5 2 2026
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- Click ‘Get Form’ to open it in the editor.
- In Part 1, provide your full name, date of birth, mailing address, and contact information. Ensure accuracy as this identifies you as the owner of the Schedule 1.1 LIF.
- Still in Part 1, enter the name and address of the financial institution managing your Schedule 1.1 LIF along with your policy or account number.
- Move to Part 2 to specify the date when money was transferred into your Schedule 1.1 LIF and how much was transferred on that date.
- Indicate how much you wish to withdraw or transfer (up to 50% of the amount specified). Check the appropriate box for either a full withdrawal or transfer to an RRSP/RRIF.
- Complete Part 3 by certifying your application in front of a witness. Choose the correct certification option based on your marital status.
- If applicable, have your spouse complete Part 4 for their consent, ensuring they sign in front of a witness as well.
- Once all parts are completed, submit the application directly to your financial institution and keep a copy for your records.
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