Lock-in Transfer Agreement Sample Contracts

ONTARIO LOCK-IN TRANSFER AGREEMENT
Lock-in Transfer Agreement • August 10th, 2021

It is hereby understood and agreed by the Applicant and the Issuer that the full amount of funds transferred by the Co-operative Superannuation Society Pension Plan are LOCKED-IN PENSION FUNDS, and such funds and all future earnings on such funds, will be deposited to the above mentioned LIRA, LIF, or LRIF and this plan, and any successor plan complies, or will comply with the provisions and requirements of the Ontario Pension Benefits Act, and the applicable regulations under that Act.

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FEDERAL LOCK-IN TRANSFER AGREEMENT
Lock-in Transfer Agreement • July 28th, 2020

name: with: (hereinafter known as the Issuer and/or underwriter), registered under The Income Tax Act (Canada), and is of the kind described in section 20 of the Federal Pension Benefits Standards Regulations, 1985.

NEW BRUNSWICK LOCK-IN TRANSFER AGREEMENT
Lock-in Transfer Agreement • August 7th, 2020

It is hereby understood and agreed by the Applicant and the Issuer that the full amount of funds transferred by the Co-operative Superannuation Society Pension Plan are LOCKED-IN PENSION FUNDS, and such funds and all future earnings on such funds, will be deposited to the above mentioned Locked In Retirement Account or LIF, and this plan, and any successor plan complies, or will comply with the provisions and requirements of the Pension Benefits Act of New Brunswick, and the applicable regulations under that Act.

ALBERTA LOCK-IN TRANSFER AGREEMENT
Lock-in Transfer Agreement • August 10th, 2020

name: with: (hereinafter known as the Issuer and/or transferee institution), registered under The Income Tax Act (Canada), and approved by the Alberta Superintendent of Pensions to accept transfers of locked-in pension funds, OR

NOVA SCOTIA LOCK-IN TRANSFER AGREEMENT
Lock-in Transfer Agreement • August 19th, 2020

name: with: (hereinafter known as the Issuer and/or underwriter), registered under The Income Tax Act (Canada), and approved by the Nova Scotia Superintendent of Pensions to accept transfers of locked-in pension funds.

BRITISH COLUMBIA LOCK-IN TRANSFER AGREEMENT
Lock-in Transfer Agreement • August 4th, 2020

name: with: , (hereinafter known as the Issuer and/or underwriter), registered under The Income Tax Act (Canada), and approved by the British Columbia Superintendent of Pensions to accept transfers of locked-in pension funds.

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