Transcription of FORM 3.2 FORMULE 3.2 P-5.1 Pension Benefits Act …
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FORM 3.2 FORMULE 3.2 P-5.1 Pension Benefits Act …
Benefits Act91-195 FORM OF TRANSFER OFLOCKED-IN RETIREMENT FUNDS(General Regulation - Pension Benefits Act, ( ) and ( ))PART I Transferee Information (To be completed by the transferee)_____Financial Institution (Trustee for LIRA, LIF or Annuity) or Pension PlanAdministrator_____AddressCityProvinc ePostal Code(_____)_____Telephone_____ (_____)_____Broker named in LIRA or LIFT elephone(if any)_____AddressCityProvincePostal CodeType of fund to which assets are being transferred: LIRA ___ LIF ___ Annuity ___ Pension Plan _____CCRA Registration Registration Number_____Name of Retirement Savings Arrangement or Pension PlanOwner Information (To be completed by the transferee)_____ _____NameSocial Insurance Number_____AddressCityProvincePostal Code_____(_____)_____Date of BirthTelephone_____Owner s Account Number with TransfereeTransferee Agreement (To be completed by the transferee)As the financial institution or Pension plan to receive theassets as trustee, the assets shall only be accepted if theassets are transferred in compliance with the Pension Bene- FORMULE DU TRANSFERT DES FONDS DE RETRAITE IMMOBILIS (R glement g n ral - Loi sur les prestations de Pension , art.)
131 P-5.1 Pension Benefits Act 91-195 NOTE: (a) This form is to be completed in triplicate. (b) After Part I is completed, forward this form, in tripli- cate, to the Transferor for completion of Part II. PART II (To be completed by the …
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