Ontario form 5 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part 1 by entering your personal information, including your full name, date of birth, and contact details. Ensure accuracy as this information is crucial for processing your application.
3. Proceed to Part 2A if you are applying due to a shortened life expectancy. Indicate the amount you wish to withdraw and ensure you have a physician's statement ready.
4. If you're over 55 and your total locked-in account value is below $20,440, complete Part 2B. List all your locked-in accounts and their values accurately.
5. For withdrawals related to exceeding Income Tax Act limits, fill out Part 2C with the necessary details about the excess amount.
6. Complete Part 3 by certifying your application in front of a witness. This part must be signed within 60 days of submission.
7. If applicable, have your spouse complete Part 4 for consent. Ensure they sign in front of a witness as well.
8. Finally, review all parts for completeness before submitting them to the financial institution managing your locked-in account.

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