Common use of Transfers to the Fund Clause in Contracts

Transfers to the Fund. Only property representing locked-­‐in funds originating, directly or indirectly, from an RPP, a LRSP, a life annuity the capital of which originated from an RPP, or another source permitted by the Act and Pension Legislation from time to time, may be transferred to the Fund. The Trustee will not accept any transfers to the Fund from a source or in circumstances not permitted by Pension Legislation. Within 30 days after receipt of a transfer to the Fund, the Trustee will provide the Annuitant with the information as specified in the Pension Legislation.

Appears in 4 contracts

Samples: Addendum Agreement, Addendum Agreement, Addendum Agreement

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Transfers to the Fund. Only property representing locked-­‐in locked-in funds originating, directly or indirectly, from an RPP, a LRSP, a life annuity the capital of which originated from an RPP, or another source permitted by the Act and Pension Legislation from time to time, may be transferred to the Fund. The Trustee will not accept any transfers to the Fund from a source or in circumstances not permitted by Pension Legislation. Within 30 days after receipt of a transfer to the Fund, the Trustee will provide the Annuitant with the information as specified in the Pension Legislation.

Appears in 3 contracts

Samples: Addendum Agreement, Addendum Agreement, Addendum Agreement

Transfers to the Fund. Only property representing locked-­‐in locked-in funds originating, directly or indirectly, from an RPP, a LRSPLIRA, a life annuity the capital of which originated from an RPP, or another source permitted by the Act and Pension Legislation from time to time, may be transferred to the Fund. The Trustee will not accept any transfers to the Fund from a source or in circumstances not permitted by Pension Legislation. Within 30 days after receipt of a transfer to the Fund, the Trustee will provide the Annuitant with the information as specified in the Pension Legislation.

Appears in 3 contracts

Samples: Life Income Fund (Lif) Addendum Agreement, Addendum Agreement, Addendum Agreement

Transfers to the Fund. Only property representing locked-­‐in locked-in funds originating, directly or indirectly, from an RPP, a LRSPLIRA, a life annuity the capital of which originated from an RPP, or another source permitted by the Act and Pension Legislation from time to time, may be transferred to the Fund. The Trustee will not accept any transfers to the Fund from a source or in circumstances not permitted by Pension Legislation. Within 30 days after receipt of a transfer to the Fund, the Trustee will provide the Annuitant with the information as specified in the Pension Legislation.

Appears in 3 contracts

Samples: Addendum Agreement, Locked in Retirement Income Fund (Lrif) Addendum Agreement, Addendum Agreement

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Transfers to the Fund. Only property representing locked-­‐in locked-in funds originating, directly or indirectly, from an RPP, a LRSPLIRA, a life annuity the capital of which originated from an RPP, or another source permitted by the Act and Pension Legislation from time to time, may be transferred to the Fund. The Trustee will not accept any transfers to the Fund from a source or in circumstances not permitted by Pension Legislation. Within 30 days after receipt of a transfer to the Fund, the Trustee will provide the Annuitant with the information as specified in the Pension Legislation.

Appears in 1 contract

Samples: Locked in Retirement Income Fund (Lrif) Addendum Agreement

Transfers to the Fund. Only property representing locked-­‐in locked-in funds originating, directly or indirectlyindirectly , from an RPP, a LRSP, a life annuity the capital of which originated from an RPP, or another source permitted by the Act and Pension Legislation from time to time, may be transferred to the Fund. The Trustee will not accept any transfers to the Fund from a source or in circumstances circum stances not permitted by Pension Legislation. Within 30 days day s after receipt of a transfer to the Fund, the Trustee will provide the Annuitant with the information as specified in the Pension Legislation.

Appears in 1 contract

Samples: Addendum Agreement

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