Common Contracts
3 similar Disability Savings Plan contracts
DISABILITY SAVINGS PLAN (ADVISOR) TRUST AGREEMENTDisability Savings Plan • January 9th, 2014
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Disability Savings Plan (Advisor), under which contributions are to be made in trust to the Trustee to be invested, used or applied for the purpose of making payments to the Beneficiary, and where the Beneficiary is eligible for the disability tax credit in the taxation year the arrangement is entered into. In entering into the arrangement, the Trustee agrees to pay or cause to be paid Disability Assistance Payments to a Beneficiary.
DISABILITY SAVINGS PLAN (ADVISOR) TRUST AGREEMENTDisability Savings Plan • February 24th, 2011
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Disability Savings Plan (Advisor), under which contributions are to be made in trust to the Trustee to be invested, used or applied for the purpose of making payments to the Beneficiary, and where the Beneficiary is eligible for the disability tax credit in the taxation year the arrangement is entered into. In entering into the arrangement, the Trustee agrees to pay or cause to be paid Disability Assistance Payments to a Beneficiary.
DISABILITY SAVINGS PLAN (ADVISOR) TRUST AGREEMENTDisability Savings Plan • February 24th, 2011
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Disability Savings Plan (Advisor), under which contributions are to be made in trust to the Trustee to be invested, used or applied for the purpose of making payments to the Beneficiary, and where the Beneficiary is eligible for the disability tax credit in the taxation year the arrangement is entered into. In entering into the arrangement, the Trustee agrees to pay or cause to be paid Disability Assistance Payments to a Beneficiary.
