Social Insurance Number. a. Subparagraph 146.1(2)(g.3)(i) of the Tax Act permits an individual to be designated as a beneficiary only if the individual’s SIN is provided to the promoter before the designation is made and the individual is resident in Canada when the designation is made, or the designation is made in conjunction with a transfer of property into the plan from another registered education savings plan under which the individual was a beneficiary immediately before the transfer.
Appears in 5 contracts
Samples: Account Agreement, innovationwealth.ca, www.credential.com
Social Insurance Number. a. (a) Subparagraph 146.1(2)(g.3)(i) of the Tax Act permits an individual to be designated as a beneficiary only if the individual’s SIN is provided to the promoter before the designation is made and the individual is resident in Canada when the designation is made, or the designation is made in conjunction with a transfer of property into the plan from another registered education savings plan under which the individual was a beneficiary immediately before the transfer.
Appears in 4 contracts
Samples: irp.cdn-website.com, fidelityclearing.dataphile.broadridge.com, fidelityclearing.dataphile.broadridge.com
Social Insurance Number. a. Subparagraph 146.1(2)(g.3)(i) of the Tax Act permits an individual to be designated as a beneficiary Beneficiary only if the individual’s SIN Social Insurance Number is provided to the promoter before the designation is made and the individual is resident in Canada when the designation is made, or the designation is made in conjunction with a transfer of property into the plan from another registered education savings plan under which the individual was a beneficiary Beneficiary immediately before the transfer.
Appears in 2 contracts
Samples: worldsourcesecurities.com, www.worldsourcefinancial.com
Social Insurance Number. a. Subparagraph 146.1(2)(g.3)(i) of the Tax Act permits an individual to be designated as a beneficiary Beneficiary only if the individual’s SIN Social Insurance Number is provided to the promoter Promoter before the designation is made and the individual is resident in Canada when the designation is made, or the designation is made in conjunction with a transfer of property into the plan Plan from another registered education savings plan under which the individual was a beneficiary Beneficiary immediately before the transfer.
Appears in 2 contracts
Samples: worldsourcesecurities.com, www.worldsourcefinancial.com