Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account (LIRA, LIF or LRIF)

Key Information

Please review the following instructions to download the forms

To be able to fill in and save a PDF form (Fillable/saveable version), download and then open the form using the free Adobe Reader.

  1. Hover over the form name with your mouse
  2. Right-click and select “Save link as” to save the form. This will allow you to save the form in a location of your choosing (file folder, etc.). Note: Do not use the browser’s “Open” feature.
  3. Once saved, go to the location where you saved the form.
  4. Hover over the form name with your mouse
  5. Right-click and select “open with…” and in the menu select “Adobe Acrobat Reader

Form details

Form number: PF-148
Form title: Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account (LIRA, LIF or LRIF)
Sector: Pensions
Category:
Waivers - Death Benefit/Survivor Pension
Purpose of form: This form must be used by the spouse of the owner of an Ontario locked-in account to waive his/her right to receive any survivor’s benefit.
Instructions on how to use the form:

Transition period:
To allow time for transition, the current Form 4.1 and the updated Form 4.1 will both be available for use until November 30, 2026. Effective December 1, 2026, the updated Form 4.1 must be used.

Last update: 2026-06-05