Retiree | Former Employee | Future Employee

Sir Vincent Meredith Fund

Unexpected financial hardship can happen to anyone. The Sir Vincent Meredith Fund provides one-time financial assistance to eligible active and pensioned BMO employees, as well as surviving spouses and dependents, facing urgent financial hardship due to illness, disability, or other family-related crisis.

The Fund provides a one-time grant to eligible applicants who demonstrate a genuine financial crisis that cannot be resolved through the liquidation of personal assets. 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 may assist with illness-, disability-, or family-crisis-related costs that are not covered by BMO insurance plans or government programs. Examples include costs associated with a guide dog, motorized wheelchair, special training or rehabilitation programs, customized equipment, temporary housing after a fire, or the sudden breakup of a family.

The Fund is not intended to pay off personal debt or cover expenses that are eligible under government programs, insurance, or company-sponsored benefits.
How it Works
  • Applications are reviewed confidentially based on the nature of the request, the supporting documentation provided, and the applicant's financial position. Once a decision is made, applicants are notified in writing. Please allow up to eight weeks for a response.
  • Grants are made as lump-sum payments, not subsidies or annuities. All amounts are taxable to recipients in the US.
  • Submitting an application does not guarantee approval.
How to Apply
  • You must complete the Sir Vincent Meredith Fund Application Form and include supporting documentation with your request to be considered.
  • Provide documentation verifying the requested amount, such as receipts, invoices, quotes, overdue bills, or other documents that demonstrate the financial hardship and support each requested expense.
  • Return your completed application as instructed on the form.

Important Forms/Docs

Sir Vincent Meredith Fund Application Form

The Human
Resources Centre

1-888-927-7700

Monday – Friday, 8 a.m. – 5 p.m. CT.