Locked-in Retirement Account Amending Agreement Sample Contracts

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Locked-in Retirement Account Amending Agreement • March 15th, 2021 • Ontario

monies which are governed by Ontario Pension Laws, and wish to transfer Your pension monies to a Locked-in Retirement Account (“LIRA”) as identified below:

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CLEARFORM
Locked-in Retirement Account Amending Agreement • December 15th, 2022 • Ontario

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 Locked-In Retirement Account (the “LIRA”) identified below and regulated under that Pension Act:

Locked-In Retirement Account Amending Agreement Newfoundland and Labrador Pension Legislation
Locked-in Retirement Account Amending Agreement • December 15th, 2022 • Ontario

are governed by the Pension Benefits Act, 1997 of Newfoundland and Labrador, as amended from time to time (the “Pension Act”) and wish to transfer Your pension monies into a Locked-in Retirement Account (“LIRA”) as identified below:

CLEARFORM
Locked-in Retirement Account Amending Agreement • December 15th, 2022
print name of Annuitant)
Locked-in Retirement Account Amending Agreement • March 15th, 2021 • Saskatchewan

monies which are governed by Saskatchewan Pension Laws, and wish to transfer Your pension monies to a Locked-in Retirement Account (“LIRA”) as identified below:

CLEARFORM
Locked-in Retirement Account Amending Agreement • December 6th, 2022 • New Brunswick

which are governed by the Pension Benefits Act of New Brunswick, and wishes to transfer these monies into the following type of LIRA:

Locked-In Retirement Account Amending Agreement Newfoundland and Labrador Pension Legislation
Locked-in Retirement Account Amending Agreement • March 23rd, 2021

the Pension Benefits Act of Newfoundland and Labrador, as amended from time to time (the “Pension Act”), and wishes to transfer his/her pension monies into a CIBC Investor Services Locked-In Retirement Account (LIRA). To that end, the Annuitant has signed either the CIBC Investor’s Edge Self-Directed Retirement Savings Plan application form or CIBC Imperial Investor Service Self-Directed Retirement Savings Plan application form, agreeing to be bound by the terms of the Declaration of Trust attached to it (the “Declaration of Trust”). The Annuitant agrees to be bound by the following terms, as well.

print name of Annuitant)
Locked-in Retirement Account Amending Agreement • May 16th, 2008

the Pension Benefits Act of Newfoundland and Labrador, as amended from time to time (the “Pension Act”), and wishes to transfer his/her pension monies into a Renaissance Investments Locked-In Retirement Account (LIRA). To that end, the Annuitant has signed the Renaissance Investments Retirement Savings Plan application form, agreeing to be bound by the terms of the Declaration of Trust attached to it (the “Declaration of Trust”). The Annuitant agrees to be bound by the following terms, as well.

print name of Annuitant)
Locked-in Retirement Account Amending Agreement • December 12th, 2012 • New Brunswick

are governed by New Brunswick's Pension Benefits Act. The Annuitant wishes to transfer these monies into a Renaissance Investments LIRA. To that end, the Annuitant has signed the Renaissance Investments Retirement Savings Plan 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. .

Customer – the “Annuitant”)
Locked-in Retirement Account Amending Agreement • March 23rd, 2021

To that end, the Annuitant has opened a Retirement Savings Plan Number (the “Plan”) with funds which being transferred from a pension plan governed by the Québec Pension Law, or which otherwise qualify for transfer to a LIRA.

You, , are entitled to pension monies which are governed by
Locked-in Retirement Account Amending Agreement • May 16th, 2008 • Nova Scotia

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 Renaissance Investments Locked-In Retirement Account (“LIRA”) regulated under that Pension Act. To that end, You have signed the Renaissance Investments Retirement Savings Plan application, agreeing to be bound by the terms of trust the “Declaration of Trust” attached to it, and also agree to be bound by the terms of this Agreement, as well.

print name of Customer – the “Annuitant”)
Locked-in Retirement Account Amending Agreement • May 16th, 2008

To that end, the Annuitant has opened a Retirement Savings Plan No. (the “Plan”) with funds which are being transferred from a pension plan governed by the Québec Pension Law, or which otherwise qualify for transfer to a LIRA.

You, , are entitled to pension monies which are governed by
Locked-in Retirement Account Amending Agreement • March 23rd, 2021 • Nova Scotia

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 Locked-In Retirement Account (“LIRA”) regulated under that Pension Act. To that end, You have signed the CIBC Investor’s Edge Self-Directed Retirement Savings Plan or CIBC Imperial Investor Service Self-Directed Retirement Savings Plan application, agreeing to be bound by the terms of trust the “Declaration of Trust” attached to it, and also agree to be bound by the terms of this Agreement, as well.

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