420 - qc lif 20160115 lif.pdf · 2020. 12. 31. · and/or the lif addendum, as applicable. spousal...
TRANSCRIPT
-
PROVINCE OF QUEBEC LIFE INCOME FUND (LIF) ADDENDUM AGREEMENT
CANADIAN WESTERN TRUST COMPANY, TRUSTEE
_________________________________ _____________________________ _________________________
Definitions
Act Income Tax Act
LIF
life annuity
LIRA
Pension Legislation Supplemental Pension Plans Act
RPP
Spouse
Trustee
Compliance.
-
Transfers to the Fund.
Investments.
Withdrawals.
Fiscal Year of the Fund.
Value of the Fund.
Annual Information Statement.
Payment of Income (excluding the Payment of Temporary Income).
-
Reference Rate.
-
Payments after Marriage Breakdown.
Beneficiary Designation.
Death of Annuitant.
Transfers from the Fund.
-
Life Annuity.
Option to Withdraw Small Balances.
Option to Withdraw due to Non-Residency.
-
Payments or Transfers Contrary to Pension Legislation.
Spousal Waiver.
Prohibition.
Amendments.
Accepted by: Canadian Western Trust Company
TO BE COMPLETED BY THE ANNUITANT:
CURRENT SPOUSAL STATUS:
Spousal Information: