ContractRetirement Income Fund Agreement • January 14th, 2016
Credit Union Central of British Columbia (the “Trustee”) hereby agrees to act as Trustee of a Retirement Income Fund for the Applicant (the “Annuitant”) upon the following terms and conditions.
Agreement UnderRetirement Income Fund Agreement • December 15th, 2021
Whereas the undersigned Annuitant has applied for a retirement income fund (the “Fund") 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.
LEAGUE SAVINGS AND MORTGAGE RETIREMENT INCOME FUNDRetirement Income Fund Agreement • May 13th, 2011
WHEREAS the undersigned Applicant has applied for a Retirement Income Fund, as indicated above (hereinafter referred to as the Plan) carried by League Savings and Mortgage Company (the Carrier) to receive and hold funds governed by the Pension Benefits Standards Act, 1985 (“the Act”) and Regulations (“the Regulations”) thereto.
LEAGUE SAVINGS AND MORTGAGE COMPANY RETIREMENT INCOME FUND, RIF-210Retirement Income Fund Agreement • August 11th, 2016 • Lira
WHEREAS the undersigned (“the Owner”) has applied for a Retirement Income Fund, as indicated above (“the Fund”) issued by League Savings and Mortgage Company (“the Financial Institution”) to receive and hold funds governed by the Act and the Regulation thereto.
Agreement UnderRetirement Income Fund Agreement • October 1st, 2021 • Manitoba
Whereas the undersigned Annuitant has applied for a retirement income fund (the “Fund”) with Concentra Trust (the “Trustee”) to receive and hold funds in accordance with the Province of Manitoba The Pension Benefits Act (the “Act”) and Pension Benefits Regulation (the “Regulation”), as both may be amended from time to time.
LEAGUE SAVINGS AND MORTGAGE RETIREMENT INCOME FUND, RIF-210Retirement Income Fund Agreement • August 11th, 2016 • Ontario
LEAGUE SAVINGS AND MORTGAGE RETIREMENT INCOME FUND, RIF 1741Retirement Income Fund Agreement • November 19th, 2021
Whereas the undersigned Annuitant has applied for a retirement income fund (the “Fund”) with Concentra Trust (the “Trustee”), to receive and hold those funds in accordance with the Pension Benefits Act, 1997 (Newfoundland and Labrador) (the “Act”) and the Pension Benefits Act Regulations (Newfoundland and Labrador) (the “Regulations”), as both may be amended from time to time.
AGREEMENT UNDER THE PROVINCE OF SASKATCHEWAN PENSION FUNDS ACT, 1992Retirement Income Fund Agreement • August 28th, 2023 • Saskatchewan
WHEREAS the undersigned Annuitant has applied for a Retirement Income Fund, as indicated above (hereinafter referred to as the Fund) Maintained by Coast Capital Savings Federal Credit Union (the Depositary) to receive and hold funds governed by the Province of Saskatchewan Pension Benefits Act, 1992 (the Act) and Regulation (the Regulation) thereto.
Agreement UnderRetirement Income Fund Agreement • February 4th, 2022 • Manitoba
Whereas the undersigned Owner has applied for a retirement income fund (the “Contract”) with Concentra Trust (the “Issuer”) to receive and hold those funds in accordance with the Province of Manitoba The Pension Benefits Act (the “Act”) and the Pension Benefits Regulation (the “Regulation”), as both may be amended from time to time.
CIBC Retirement Income Fund AgreementRetirement Income Fund Agreement • June 20th, 2022 • Quebec
ContractRetirement Income Fund Agreement • August 5th, 2020 • British Columbia
COAST CAPITAL SAVINGS FEDERAL CREDIT UNION RETIREMENT INCOME FUND AGREEMENTCoast Capital Savings Federal Credit Union, a credit union [continued under the laws of Canada,] having its Head Office in the City of Surrey (hereinafter referred to as the “Depositary”) hereby agrees to act as the carrier of a Retirement Income Fund for the applicant (hereinafter referred to as the “Annuitant”) upon the following terms and conditions: 1. Defined Terms“Annuitant” means the applicant (“annuitant”) for the purposes of the Income Tax Act (Canada) who has executed the Application and, after his or her death, the surviving Spouse who meets the requirements described in the definition of the term “annuitant” under subsection 146.3(1) of the Income Tax Act (Canada). A surviving Spouse who meets such requirements conditions becomes the new Annuitant of the Fund and is referred to below as the "Successor Annuitant”.“Application” means the duly completed and signed application form that is attached to an
LEAGUE SAVINGS & MORTGAGE RETIREMENT INCOME FUND RIF-210 AGREEMENT UNDERRetirement Income Fund Agreement • August 11th, 2016
WHEREAS the undersigned Annuitant has applied for a Retirement Income Fund (the Fund) as indicated above Issued by League Savings & Mortgage Company (the Issuer) to receive and hold funds governed by the Province of Newfoundland and Labrador Pension Benefits Act (the Act) and the Regulations and Directives (the Regulations) thereto.
