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BMO U.S. Benefits

Sir Vincent Meredith Fund

Unfortunately, the unexpected can happen. When it does, BMO provides grants to employees, retirees and eligible dependents through the
Sir Vincent Meredith Fund.

Here is a high-level overview of the Sir Vincent Meredith Fund.

Features

Eligibility

  • All employees and retirees of BMO Financial Group U.S.
  • Eligible surviving spouses and dependents

Qualifying Need

The Fund provides grants (lump-sum payments) to applicants who demonstrate a genuine financial crisis that cannot be alleviated by liquidating personal assets. It is for individuals experiencing urgent financial hardship from an unusual circumstance or family-related crisis.

Note: Paying off personal debt and expenses covered by government or company-provided benefit programs is not considered a qualifying need.

Grants are taxable income to recipients.

How it Works

  • Applications are reviewed by the Funds Application Review Committee and, if accepted, approved by the Board of Directors of the Pension Fund Society.
  • Once a decision is made, you will be notified in writing within eight weeks.

How to Apply

Complete the Sir Vincent Meredith Fund Application Form with applicable documentation that supports your request for assistance. Then fax or mail your application as noted on the form.