Life Income Fund Amending Agreement Sample Contracts

Life Income Fund Amending Agreement New Brunswick Pension Legislation
Life Income Fund Amending Agreement • March 23rd, 2021

Brunswick pension legislation, and wishes to transfer such funds into a CIBC Investor Services Life Income Fund (LIF). To that end, the Annuitant has signed either the CIBC Investor’s Edge Self-Directed Retirement Income Fund application form or CIBC Imperial Investor Service Self-Directed Retirement Income Fund application form, agreeing to be bound by the terms of the Declaration of Trust, and agrees to be bound by the terms of this Contract as well.

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Life Income Fund Amending Agreement (Québec) Supplemental Pension Plans Act of Québec
Life Income Fund Amending Agreement • March 23rd, 2021

Québec Act, and wishes to transfer them into a CIBC Investor Services Life Income Fund (LIF) with CIBC Trust Corporation as Trustee. To that end, the Annuitant has signed either the CIBC Investor’s Edge Self-Directed Retirement Income Fund application form or the CIBC Imperial Investor Service Self-Directed Retirement Income Fund application form, agreeing to be bound by the terms of the Declaration of Trust. The Annuitant agrees to be bound by the terms of this Contract, as well. The capitalized words and expressions used in this Contract have the respective meanings attributed thereto at the end of this Contract.

You, , are entitled to pension
Life Income Fund Amending Agreement • March 23rd, 2021 • Nova Scotia

monies which are governed by the Pension Benefits Act of Nova Scotia, as amended from time to time (the “Pension Act”), and wish to transfer Your pension monies into a CIBC Investor Services Life Income Fund (LIF). To that end, You have signed the CIBC Investor’s Edge Self-Directed Retirement Income Fund or CIBC Imperial Investor Service Self-Directed Retirement Income Fund application, agreeing to be bound by the terms of the “Declaration of Trust” attached to it, and You also agree to be bound by the terms of this Agreement and those set out in the attached Schedule IV.

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