Common use of Transfers to the Fund Clause in Contracts

Transfers to the Fund. No qualified investment will be accepted by the Trustee as consideration for the payment of a retirement income other than property transferred by direct transfers from: (a) a Registered Retirement Savings Plan under which you are the annuitant; (b) a Registered Retirement Income Fund under which you are the annuitant; (c) you to the extent that the property is an amount described in paragraph 60(1)(v) of the Act; (d) a Registered Retirement Savings Plan or Registered Retirement Income Fund of you or your spouse or former spouse pursuant to a decree, order or judgment of a competent tribunal or a written separation agreement relating to a division of property between you and your spouse or former spouse in settlement of rights arising out of your marriage on or after the breakdown of your marriage; (e) a Registered Pension Plan under which you are a member within the meaning assigned under subsection 147.1(1) of the Act; (f) a Registered Pension Plan in accordance with subsections 147.3(5) and (7) of the Act; or (g) a specified pension plan in circumstances to which subsection 146(21) of the Act applies.

Appears in 3 contracts

Samples: Account and Services Agreements, Account and Services Agreements, Account and Services Agreements

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Transfers to the Fund. No qualified investment will be accepted by the Trustee as consideration for the payment of a retirement income other than property transferred by direct transfers from: (a) a Registered Retirement Savings Plan under which you are the annuitant; (b) a Registered Retirement Income Fund under which you are the annuitant; (c) you to the extent that the property is an amount described in paragraph 60(1)(v) of the Act; (d) a Registered Retirement Savings Plan or Registered Retirement Income Fund of you or your spouse or former spouse pursuant to a decree, order or judgment of a competent tribunal or a written separation agreement relating to a division of property between you and your spouse or former spouse in settlement of rights arising out of your marriage on or after the breakdown of your marriage; (e) a Registered Pension Plan under which you are a member within the meaning assigned under subsection 147.1(1147 .1(1) of the Act; (f) a Registered Pension Plan in accordance with subsections 147.3(5147 .3(5) and (7) of the Act; or (g) a specified pension plan in circumstances to which subsection 146(21) of the Act appliesapplies .

Appears in 1 contract

Samples: Account and Services Agreements

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