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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your name as the pension partner in the designated field. Ensure that you meet the criteria outlined in the form regarding your relationship with the plan member.
- Fill in the name of the plan member and their pension plan details, including the name of the pension plan currently holding their funds.
- Carefully read through each section of the waiver, ensuring you understand your rights and implications of signing. This includes acknowledging that you are waiving certain benefits upon unlocking.
- Sign and date the waiver form at the bottom, confirming that you have chosen to permit unlocking of funds. Make sure to provide your contact information for any follow-up.
- If required, have a witness sign and provide their details as specified in the witness statement section.
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