Transfers to the Plan. Only property representing locked-in funds originating directly or indirectly from an RPP, a LIRA, 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 Plan. The Trustee will not accept any transfers to the Plan from a source or in circumstances not permitted by Pension Legislation.
Transfers to the Plan. The Trustee will accept only transfers of cash and other property acceptable to the Trustee, made by the Planholder or by the Planholder’s spouse or common-law partner, from:
Transfers to the Plan. The Trustee will not accept any transfers to the Plan from a source or in circumstances not permitted by Pension Legislation. Property not required to be administered as a deferred life annuity will not be commingled with the pension benefit credits transferred to the Plan, but will be held in a separate account.
Transfers to the Plan. Only property representing locked-in funds originating directly or indirectly from an RPP, a LIRA, a LIF, a locked-in account of a voluntary retirement savings plan (if the plan is governed by a legislative authority other than the Quebec Parliament, the member must have joined the plan as part of their employment, 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 Plan. The Trustee will not accept any transfers to the Plan from a source or in circumstances not permitted by Pension Legislation.
Transfers to the Plan. As allowed under applicable laws, regulations and other guidance, the Plan Administrator may accept a transfer of funds from another governmental 457(b) plan. Such transfers must meet the conditions set forth under Treasury Regulation §1.457-10(b). The Plan Administrator may not accept a transfer from a 457(b) plan of a tax-exempt employer, a 403(b) plan or a 401(a) qualified plan.
Transfers to the Plan. Only property representing locked-in funds originating directly or indirectly from an RPP; a LIRA/LRSP; a life annuity the capital of which originated from an RPP; or another source permitted by the Act and applicable pension legislation from time to time may be transferred to the Plan. Where Federal, New Brunswick, Newfoundland, Nova Scotia, Ontario or Saskatchewan pension legislation governs the Plan, there shall be attached hereto a statement as to whether the commuted value of the pension benefit transferred to the Plan was determined on a basis that differentiated on the basis of sex. Where New Brunswick pension legislation governs the Plan, if the amount of the property transferred to the Plan was determined in a way that differentiated based on gender, amounts subsequently transferred to the Plan must have been differentiated on the same basis. The Agent, acting on behalf of the Trustee will not accept any transfers to the Plan from a source or in circumstances not permitted by applicable pension legislation. Where Manitoba pension legislation governs the Plan, the Trustee and the Agent shall not provide for or permit different pensions, annuities or benefits or different options as to pensions, annuities or benefits, based on differences in sex.
