Yes account #2. It is not currently a table so would it be the Keep lines together option?

It sure looks like it ought to be a table!
See 4. Use Tables and Tabs to Arrange Text in Microsoft Word.

Keep With Next plus Keep Lines Together. Not Keep with next on the last paragraph you want grouped, though.

This is best done using paragraph styles. By not using styles you are making your life much harder. Importance of Styles in Word

Yes, that was my thought too- that this whole thing should be a series of tables, or even one big table with sub-tables in it, instead of all those disparate shapes.

I also think that your heading levels are a bit confusing. Since you only have two main sections, it may make more sense to number or letter the segments of the financial bit. You have sub-sub-headings that aren't styled as headings, like the pension CPP and OAS, which are indented differently. Dependents (spell check btw) isn't indented the same way Employment Income is, because you didn't employ a consistent style. I wouldn't personally indent those headers so much when the tables, or blocks that look like tables, are so wide.

I'm also seeing expanded fonts and I'm not sure what the purpose of that is where it occurs. I think you want to focus on consistency and tidiness. I like this person's YouTube tutorials on forms in Word, so maybe she'll give you some ideas. https://www.youtube.com/watch?v=YktZ3B-tyqs