Present Client Services  


At the present time, these forms can only be downloaded and returned to LDSCO via facsimile, regular mail or e-mail. Application for Plan Benefits and Special Tax Notice must be downloaded together.
 

Downloads:

APPLICATION FOR PLAN BENEFITS (word)


SPECIAL TAX NOTICE (Word)

BENEFICIARY DESIGNATION FORM 1                              Annuities are not provided as a distribution option..
 

BENEFICIARY DESIGNATION FORM 2                                       Annuities are provided as a distribution option (normally Money Purchase Pension Plans, Defined Benefit Pension Plans and Target Pension Plans).

CENSUS INFORMATION FORM (excel)

When completed, this form can be E-Mailed to LDSCO. A Census Diskette is available upon request to LDSCO. Please contact your Pension Consultant via E-Mail or by Telephone.

PARTICIPANT LOAN REQUEST FORM (word)

INVESTMENT POLICY SPECIFICATION FORM(word)