Refund of Contributions. The Trustee shall, upon written application by the Annuitant or the Annuitant’s Spouse in form satisfactory to the Trustee, refund to that applicant the amount established to be an amount as defined in paragraph 146(2)(c.1) of the Act and in any similar provisions of any provincial income tax legislation, in respect of such applicant.
Appears in 6 contracts
Samples: Lightyear, Part 1, Client Account Agreement
Refund of Contributions. The Trustee shall, upon written application by the Annuitant or the Annuitant’s Spouse in a form satisfactory to the Trustee, refund to that applicant the taxpayer the amount established according to be an amount as defined in paragraph 146(2)(c.1) of the Act and in to any similar provisions provision of any provincial income tax legislationthe Taxation Act (Quebec), in respect of such applicantapplication. The Annuitant shall be responsible for determining the amount of such refund.
Appears in 3 contracts
Samples: Retirement Account Agreement, Retirement Account Agreement, Retirement Account Agreement
Refund of Contributions. The Trustee shall, upon written application by the Annuitant or the Annuitant’s Spouse spouse in form satisfactory to the Trustee, refund to that applicant the amount established to be an amount as defined in paragraph 146(2)(c.1) of the Act and in any similar provisions of any provincial income tax legislation, in respect of such applicant.
Appears in 1 contract
Samples: Client Agreement
