Common use of Small Plans Clause in Contracts

Small Plans. if Age 55 or Over: You may request the withdrawal of all of the Locked-In Funds, or the transfer of all of the Locked- In Funds to an RRSP or RRIF that is not locked-in under the Federal Pension Laws, if: i) During the Year of Your request, You turn age 55 or older; ii) You certify that the total value of the following owned by You A. all LIFs, Restricted LIFs, Locked-In RSPs and Restricted LSPs; and B. all life income funds, restricted life income funds, locked-in RSPs and restricted RSPs governed by the Pooled Registered Pension Plan Act (Canada), is less than or equal to 50% of the Year's Maximum Pensionable Earnings for the current Year; and iii) You provide Us with a completed copy of: A. the Attestation Regarding Spouse/Common-law Partner (Form 2 in Schedule V under the Federal Pension Regulations); and B. the Attestation of Total Amount Held in Federally Regulated Locked-In Plans (Form 3 in Schedule V under the Federal Pension Regulations); and/or C. any other form that may be required by the Federal Pension Regulations from time to time

Small Plans. if Age 55 or Over: You may request the withdrawal of all of the Locked-In Funds, or the transfer of all of the Locked- In Funds to an RRSP or RRIF that is not locked-in under the Federal Pension Laws, if: i) During the Year of Your request, You turn age 55 or older; ii) You certify that the total value of the following owned by You: A. all LIFs, Restricted LIFs, Locked-In RSPs and Restricted LSPs; and B. all life income funds, restricted life income funds, locked-in RSPs and restricted RSPs governed by the Pooled Registered Pension Plan Act (Canada), is less than or equal to 50% of the Year's Maximum Pensionable Earnings for the current Year; and iii) You provide Us with a completed copy of: A. the Attestation Regarding Spouse/Common-law Partner (Form 2 in Schedule V under the Federal Pension Regulations); and B. the Attestation of Total Amount Held in Federally Regulated Locked-In Plans (Form 3 in Schedule V under the Federal Pension Regulations); and/or C. any other form that may be required by the Federal Pension Regulations from time to time.

Small Plans. if Age 55 or Over: You may request the withdrawal of all of the Locked-In Funds, or the transfer of all of the Locked- In Funds to an RRSP or RRIF that is not locked-in under the Federal Pension Laws, if: i) During the Year of Your request, You turn age 55 or older; ii) You certify that the total value of the following owned by You A. : all LIFs, Restricted LIFs, Locked-In RSPs and Restricted LSPs; and B. and all life income funds, restricted life income funds, locked-in RSPs and restricted RSPs governed by the Pooled Registered Pension Plan Act (Canada), is less than or equal to 50% of the Year's Maximum Pensionable Earnings for the current Year; and iii) You provide Us with a completed copy of: A. : the Attestation Regarding Spouse/Common-law Partner (Form 2 in Schedule V under the Federal Pension Regulations); and B. and the Attestation of Total Amount Held in Federally Regulated Locked-In Plans (Form 3 in Schedule V under the Federal Pension Regulations); and/or C. and/or any other form that may be required by the Federal Pension Regulations from time to time.

Small Plans. if Age 55 or Over: You may request the withdrawal of all of the Locked-In Funds, or the transfer of all of the Locked- In Funds to an RRSP or RRIF that is not locked-in under the Federal Pension Laws, if: i) During the Year of Your request, You turn age 55 or older; ii) You certify that the total value of the following owned by You: A. all LIFs, Restricted LIFs, Locked-In RSPs and Restricted LSPs; and B. all life income funds, restricted life income funds, locked-in RSPs and restricted RSPs governed by the Pooled Registered Pension Plan Act (Canada), is less than or equal to 50% of the Year's Maximum Pensionable Earnings for the current Year; and iii) You provide Us with a completed copy of: A. the Attestation Regarding Spouse/Common-law Partner (Form 2 in Schedule V under the Federal Pension Regulations); and B. the Attestation of Total Amount Held in Federally Regulated Locked-In Plans (Form 3 in Schedule V under the Federal Pension Regulations); and/or C. any other form that may be required by the Federal Pension Regulations from time to time