Retirement Savings Plan Agreement Sample Contracts

HSBC BANK CANADA RETIREMENT SAVINGS PLAN
Retirement Savings Plan Agreement • January 12th, 2015
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Agreement Under
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.

LEAGUE SAVINGS AND MORTGAGE RETIREMENT SAVINGS PLAN, RSP 145-740
Retirement Savings Plan Agreement • November 19th, 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, 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.

LEAGUE SAVINGS AND MORTGAGE RETIREMENT SAVINGS PLAN RSP 421-1
Retirement Savings Plan Agreement • August 11th, 2016 • Ontario

Upon receipt of locked-in pension assets pursuant to the Pension Benefits Act (Ontario) (“the Act”) and the Regulations (“the Regulations”) and in accordance with the instructions of the Annuitant, League Savings and Mortgage (“the Financial Institution”) has agreed to apply for the registration of the Plan, as a Retirement Savings Plan, with Canada Revenue Agency (“CRA”) and to accept the funds referred to.

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.

LEAGUE SAVINGS AND MORTGAGE RETIREMENT SAVINGS PLAN, RSP 145-740
Retirement Savings Plan Agreement • November 19th, 2021 • New Brunswick

WHEREAS the undersigned (“the Owner”) has applied for a Retirement Savings Plan, as indicated above (“the Plan”) trusteed by Concentra Trust (“the Financial Institution”) to receive and hold funds governed by the Act and the Regulation thereto.

Agreement Under
Retirement Savings Plan Agreement • March 4th, 2022

Whereas the undersigned Annuitant has applied for a retirement savings plan (the “Plan”) with Concentra Trust (the “Trustee”), to receive funds and hold those funds in accordance with The Pension Benefits Act, 1992 (Saskatchewan) (the “Act”) and The Pension Benefits Regulations, 1993 (Saskatchewan) (the “Regulations”), as both may be amended from time to time.

CIBC RETIREMENT SAVINGS PLAN AGREEMENT
Retirement Savings Plan Agreement • April 11th, 2014 • Ontario
LEAGUE SAVINGS AND MORTGAGE COMPANY RETIREMENT SAVINGS PLAN, RSP 421-1
Retirement Savings Plan Agreement • August 11th, 2016 • Lira

WHEREAS the undersigned Owner has applied for a Retirement Savings Plan, as indicated above (hereinafter referred to as the Plan) issued by League Savings and Mortgage Company (the Issuer) to receive and hold funds governed by the Act and the Regulation thereto.

Agreement Under The Province of Newfoundland and Labrador Pension Benefits Act, 1997 for Transfers to a LOCKED-IN RETIREMENT ACCOUNT (LIRA)
Retirement Savings Plan Agreement • October 22nd, 2024

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, 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.

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