Common use of Transfers to the Account Clause in Contracts

Transfers to the Account. Amounts may be transferred to the Account from another TFSA of the Holder, or of the Spouse or Former Spouse where: (a) the Holder and the Spouse or Former Spouse are living separate and apart and the transfer is made under a decree, order or judgment of a competent tribunal or under a written separation agreement, relating to the division of property between the Holder and the Spouse or Former Spouse in settlement of rights, arising out of, or on the breakdown of, their marriage or common-law partnership; or (b) the Holder is the Spouse’s survivor and the transfer occurs as a result of an exempt contribution (as that term is defined in the Tax Act).

Appears in 5 contracts

Samples: Tax Free Savings Account Trust Agreement, Tax Free Savings Account Trust Agreement, Tax Free Savings Account Trust Agreement

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Transfers to the Account. Amounts Any property may be transferred to the Account from another TFSA of the Holder, or of the Spouse or Former Spouse where: (a) the Holder and the Spouse or Former Spouse are living separate and apart and the transfer is made under a decree, order or judgment of a competent tribunal or under a written separation agreement, relating to the division of property between the Holder and the Spouse or Former Spouse in settlement of rights, arising out of, or on the breakdown of, their marriage or common-law partnership; or (b) the Holder is the Spouse’s survivor and the transfer occurs as a result of an exempt contribution (as that term is defined in the Tax Act).

Appears in 3 contracts

Samples: Trust Agreement, Trust Agreement, Trust Agreement

Transfers to the Account. Amounts may be transferred to the Account from another TFSA of the Holder, or of the a Spouse or Former Spouse where: (a) the Holder and the a Spouse or Former Spouse are living separate and apart and the transfer is made under a decree, order or judgment of a competent tribunal or under a written separation agreement, relating to the division of property between the Holder and the Spouse or Former Spouse in settlement of rights, arising out of, or on the breakdown of, their marriage or common-law partnership; or (b) the Holder is the Spouse’s survivor and the transfer occurs as a result of an exempt contribution (as that term is defined in the Tax Act).

Appears in 1 contract

Samples: Trust Agreement

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Transfers to the Account. Amounts Any property may be transferred to the Account from another TFSA of the Holder, or of the Spouse or Former Spouse where: (a) the Holder and the Spouse or Former Spouse are living separate and apart and the transfer is made under a decree, order or judgment of a competent tribunal or under a written separation agreement, relating to the division of property between the Holder and the Spouse or Former Spouse in settlement of rights, arising out of, or on the breakdown of, their marriage or common-law common‐law partnership; or (b) the Holder is the Spouse’s survivor and the transfer occurs as a result of an exempt contribution (as that term is defined in the Tax Act).

Appears in 1 contract

Samples: Tax Free Savings Account Trust Agreement

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