WITHDRAWALS AND TRANSFERS BEFORE MATURITY. At any time before the maturity of the Plan, the Planholder may instruct the Trustee to make a withdrawal from the Plan or to pay or transfer on behalf of the Planholder all or part of the Fund, in accordance with subsection 146(16) of the Act, to another registered retirement savings plan, a registered retirement income fund or a registered pension plan. Any withdrawal or transfer is subject to the terms of the investments under the Plan, the withholding of any applicable tax and the deduction of all proper fees, expenses, commission and other charges. In the case where the Planholder transfers the Plan to another financial institution, or to another line of business within BMO, the Planholder is solely responsible for ensuring the new Agent is aware of any designation of beneficiaries. Further, when the minimum payment amount is determined based on the age of the Planholder’s spouse, the Planholder is solely responsible for ensuring the new agent is aware of this election.
WITHDRAWALS AND TRANSFERS BEFORE MATURITY. At any time before the maturity of the Plan, the Planholder may instruct the Trustee to make a with- drawal from the Plan or to pay or transfer on behalf of the Planholder all or part of the Fund, in accordance with subsection 146(16) of the Act, to another regis- tered retirement savings plan, a registered retirement income fund or a registered pension plan. Any with- drawal or transfer is subject to the terms of the invest- ments under the Plan, the withholding of any applicable tax and the deduction of all proper fees, expenses, com- mission and other charges. In the case where the Planholder transfers the Plan to another financial institution, or to another line of business within BMO, the Planholder is solely responsi- ble for ensuring the new Agent is aware of any designa- tion of beneficiaries. Further, when the minimum payment amount is deter- mined based on the age of the Planholder’s spouse, the Planholder is solely responsible for ensuring the new agent is aware of this election.
WITHDRAWALS AND TRANSFERS BEFORE MATURITY. At any time before the maturity of the Plan, the Planholder may instruct the Trustee to make a withdrawal from the Plan or to pay or transfer on behalf of the Planholder all or part of the Fund, in accordance with subsection 146(16) of the Act, to another registered retirement savings plan, a registered retirement income fund or a registered pension plan. Any withdrawal or transfer is subject to the terms of the investments under the Plan, the withholding of any applicable tax and the deduction of all proper fees, expenses, commission and other charges.
WITHDRAWALS AND TRANSFERS BEFORE MATURITY. At any time before the maturity of the Plan, the Planholder may instruct the Trustee to make a withdrawal from the Plan or to pay or transfer on behalf of the Planholder all or part of the Fund, in accordance with subsection 146(16) of the Act, to another registered retirement savings plan, a registered retirement income fund or a registered pension plan . Any withdrawal or transfer is subject to the account agreement between the Planholder and BHIMI or another agreement or arrangement made by the Planholder with BMO Xxxxxx Private Banking, the terms of the investments under the Plan, the withholding of any applicable tax and the deduction of all proper fees, expenses, commissions and other charges .
WITHDRAWALS AND TRANSFERS BEFORE MATURITY. At any time before the maturity of the Plan, the Planholder may instruct the Trustee to make a withdrawal from the Plan or to pay or transfer on behalf of the Planholder all or part of the Fund, in accordance with subsection 146(16) of the Act, to another registered retirement savings plan, a registered retirement income fund or a registered pension plan. Any withdrawal or transfer is subject to the terms of the investments under the Plan, the withholding of any applicable tax and the deduction of all proper fees, expenses, commission and other charges. In the event the Planholder seeks to transfer some, but not all, of the assets in the Fund in accordance with the provisions herein, the Trustee reserves the right to require that all assets or certain assets other than those requested by the Planholder be transferred. In the case where the Planholder transfers the Plan to another financial institution, or to another line of business within BMO, the Planholder is solely responsible for ensuring the new Agent is aware of any designation of beneficiaries. Further, when the minimum payment amount is determined based on the age of the Planholder’s spouse, the Planholder is solely responsible for ensuring the new agent is aware of this election
WITHDRAWALS AND TRANSFERS BEFORE MATURITY. At any time before the maturity of the Plan, the Planholder may instruct the Trustee to make a withdrawal from the Plan or to pay or transfer on behalf of the Planholder all or part of the Fund, in accordance with subsection 146(16) of the Act, to another registered retirement savings plan, a registered retirement income fund or a registered pension plan. Any withdrawal or transfer is subject to the terms of the investments under the Plan, the withholding of any applicable tax and the deduction of all proper fees, expenses, commission and other charges. In the event the Planholder seeks to transfer some, but not all, of the assets in the Fund in accordance with the provisions herein, the Trustee reserves the right to require that all assets or certain assets other than those requested by the Planholder be transferred. In the case where the Planholder transfers the Plan to another financial institution, or to another line of business within BMO, the Planholder is solely responsible for ensuring the new Agent is aware of any designation of beneficiaries. Further, when the minimum payment amount is determined based on the age of the Planholder’s spouse, the Planholder is solely responsible for ensuring the new agent is aware of this election.
