TRANSFERRING FROM ANOTHER PLAN Clause Samples

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another source as permitted under the Act, in accor- dance with paragraph 2, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or incon- sistency between the additional terms described in the addendum and this Trust Agreement, the additional terms will govern; provided always that the Plan will not be dis- qualified as a retirement income fund acceptable for regis- tration under the Act and any applicable provincial legisla- tion.

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation . Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan . To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the account application form, or the account agreement between the Planholder and BHIMI or another agreement or arrangement between the Planholder and BMO ▇▇▇▇▇▇ Private Banking, the additional terms in the addendum will govern; provided always that the Plan will not be disqualified as a retirement savings plan acceptable for registration under the Act and any applicable provincial legislation .

TRANSFERRING FROM ANOTHER PLAN. If the Subscriber has entered into another RESP, the Subscriber can, if permitted by Applicable Tax Legislation, transfer the assets of the other RESP into the Plan. This transfer cannot be made if the other RESP has, prior to the proposed transfer, made Accumulated Income Payments.

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will

TRANSFERRING FROM ANOTHER PLAN. Amounts may be transferred to the Plan from registered pension plans, other registered retirement savings plans and any other sources permitted from time to time under the Applicable Tax Legislation and other applicable law. For a transfer under this paragraph, the terms and conditions of the Plan will be subject to any additional terms and conditions that may be required to complete the transfer according to applicable law. These additional terms and conditions will form part of the terms and conditions of the Plan effective from the time the relevant amounts are transferred to the Plan. Subject to the requirements of the Applicable Tax Legislation, if there is any inconsistency between the terms of the Plan contained in this declaration and any additional terms and conditions which may become applicable as a result of a transfer under this paragraph, those additional terms and conditions will govern the manner in which the transferred amounts are dealt with. You acknowledge and expressly agree to be bound by the additional terms and conditions which may apply to the Plan from time to time under applicable laws in connection with any transfer under this paragraph.