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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.

420 - QC LIF 20160115 LIF.pdf · 2020. 12. 31. · and/or the LIF Addendum, as applicable. Spousal Status of Fund Owner: I hereby represent that I: (Please check have a Spouse as

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  • 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: