Common Contracts
1 similar Retirement Savings Plan Agreement contracts
Agreement Under The Province of Ontario Pension Benefits Act for Transfers to a LOCKED-IN RETIREMENT ACCOUNT PLAN (LIRA)Retirement Savings Plan Agreement • December 15th, 2021
Whereas the undersigned Annuitant has applied for a retirement savings plan (the “Plan") with Concentra Trust (the “Trustee”) to receive and hold those funds in accordance with the Pension Benefits Act (Ontario) (the “Act") and the Regulation 909: General (Ontario) (the “Regulation"), as both may be amended from time to time.
