GreatNorthCollective/greatnorth-canada-federal-laws-text huggingface dataset:
Pension Benefits Standards Regulations, 1985 — 3
3 Attestation I, (insert name) , of (insert address) , in the city of , in the province of , attest to the following: I own the federally regulated locked-in plan(s) identified in item 2. On the day on which I sign this Attestation (choose all that apply): (A) Withdrawal for Expenditures on Medical or Disability-related Treatment or Adaptive Technology (a) My total expected income for the calendar year, determined in accordance with the Income Tax Act (excluding the withdrawal referred to in line G below and any withdrawal made under paragraph 20 (1)(d), 20.1 (1)(m), 20.2 (1)(e) or 20.3 (1)(m) of the Pension Benefits Standards Regulations, 1985 within the last 30 days before this application) is $ ; (b) I submit a letter signed by a physician certifying that medical or disability-related treatment or adaptive technology is required; (c) I expect to make expenditures on the medical or disability-related treatment or adaptive technology specified in the physician’s certificate in the amount of $ , which is greater than 20% of my total expected income for the calendar year; (d) I have not made any other withdrawal, other than within the last 30 days before this application, during the calendar year under paragraph 20 (1)(d), 20.1 (1)(m), 20.2 (1)(e) or 20.3 (1)(m) of the Pension Benefits Standards Regulations, 1985 ; and (B) Withdrawal Based on Low Income My total expected income for the calendar year, determined in accordance with the Income Tax Act (excluding the withdrawal referred to in line G below and any withdrawal made under paragraph 20 (1)(d), 20.1 (1)(m), 20.2 (1)(e) or 20.3 (1)(m) of the Pension Benefits Standards Regulations, 1985 within the last 30 days before this application), is less than three quarters of the Year’s Maximum Pensionable Earnings as defined in the Pension Benefits Standards Act, 1985 .
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I, (insert name) , of (insert address) , in the city of , in the province of , attest to the following:
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I own the federally regulated locked-in plan(s) identified in item 2. On the day on which I sign this Attestation (choose all that apply):
Pension Benefits Standards Regulations, 1985 — 4
4 Amount Sought for Withdrawal A Expected income in the calendar year determined in accordance with the Income Tax Act. $ B Total financial hardship withdrawals made during the calendar year from all federally regulated locked-in registered retirement savings plans, life income funds, restricted life income funds and restricted locked-in savings plans. $ B(i): total low income component of B is $ B(ii): total medical and disability-related income component of B is $ C 50% of the Year’s Maximum Pensionable Earnings as defined in the Pension Benefits Standards Act, 1985 . $ Calculation of Low Income Component of Withdrawal ( To be completed only if seeking withdrawal under this component .) D Low income withdrawal component. D(i) A - B $ D(ii) 66.6% of D(i) $ D(iii) C - D(ii) $ D(iv) D(iii) - B(i) $ Enter amount from D(iv) if greater than zero, otherwise enter “0” $ Calculation of Medical and Disability-Related Component of Withdrawal ( To be completed only if seeking withdrawal under this component. ) E E(i) Total expected medical and disability-related expenditures in the calendar year that a medical doctor certifies are required. $ E(ii) A - B $ E(iii) 20% of E(ii) $ E(iv) If E(i) is greater than or equal to E(iii), enter E(i), otherwise enter “0” $ E(v) Total expected medical and disability-related expenditures for which unlocking is being sought. Enter the lesser of E(iv) and C $ Enter amount from E(v) $ Calculation of Financial Hardship Withdrawal F Total amount eligible for financial hardship withdrawal. F(i) D + E $ F(ii) C - B $ F(iii) Enter the lesser of F(i) and F(ii) $ Enter amount from F(iii) $ G Total amount sought for withdrawal. Enter F or a lesser amount $
Pension Benefits Standards Regulations, 1985 — 5
5 Signatures Sworn before me, on the day of , 20 at , in the province of . Signature of applicant A notary public, commissioner or other person authorized to take affidavits
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
A notary public, commissioner or other person authorized to take affidavits
Pension Benefits Standards Regulations, 1985 — 2
2 List of applicable federally regulated locked-in plans: ( Please identify any locked-in registered retirement savings plan, life income fund, restricted locked-in savings plan or restricted life income fund that is held by the financial institution identified above and from which you intend to withdraw or transfer funds. ) (a) (b) (c)
Pension Benefits Standards Regulations, 1985 — 3
3 Attestation of applicant I, (insert name) , of (insert address) , in the city of , in the province of , attest to the following: I own the federally regulated locked-in plan(s) identified in item 2. I intend to withdraw or transfer $ from the plan(s). On the day on which I sign this Attestation (check one): (a) I do not have a spouse or common-law partner, as defined in section 2 of the Pension Benefits Standards Act, 1985 ; (b) I have a spouse or common-law partner, as defined in section 2 of the Pension Benefits Standards Act, 1985 , and my spouse or common-law partner consents to the withdrawal of the amount specified above from the locked-in plan(s) identified in item 2. ( If you check this box, your spouse or common-law partner must complete the Attestation of Spouse or Common-law Partner, in item 6 below. )
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I own the federally regulated locked-in plan(s) identified in item 2. I intend to withdraw or transfer $ from the plan(s). On the day on which I sign this Attestation (check one):
Pension Benefits Standards Regulations, 1985 — 4
4 Acknowledgements I understand that when funds are withdrawn or transferred from any federally regulated locked-in plan, the funds may lose the creditor protection provided by the Pension Benefits Standards Act, 1985 and the Pension Benefits Standards Regulations, 1985 . I understand that when funds are withdrawn or transferred from any federally regulated locked-in plan, the funds may be taxable under the Income Tax Act or other legislation. I understand that I may need to seek professional advice about the financial and legal implications of such a withdrawal or transfer.
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I understand that when funds are withdrawn or transferred from any federally regulated locked-in plan, the funds may lose the creditor protection provided by the Pension Benefits Standards Act, 1985 and the Pension Benefits Standards Regulations, 1985 .
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I understand that when funds are withdrawn or transferred from any federally regulated locked-in plan, the funds may be taxable under the Income Tax Act or other legislation.
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I understand that I may need to seek professional advice about the financial and legal implications of such a withdrawal or transfer.
Pension Benefits Standards Regulations, 1985 — 6
6 Attestation of Spouse or Common-law Partner I, (insert name) , of (insert address) , in the city of , in the Province of , attest to the following: I am the spouse or common-law partner of the owner of the locked-in plan(s) identified in item 2. I understand that (a) the applicant intends to withdraw or transfer funds from the federally regulated locked-in plans identified in item 2, which withdrawal or transfer is not permitted under the Pension Benefits Standards Act, 1985 unless the applicant obtains my consent; (b) as long as these funds are kept in that federally regulated locked-in plan, I may have a right to a share of these funds if there is a breakdown in our relationship or if the owner dies; (c) if any funds are withdrawn or transferred from that federally regulated locked-in plan, I may lose any right that I have to a share of the funds withdrawn or transferred; (d) when funds are withdrawn or transferred from any federally regulated locked-in plan the funds may lose the creditor protection provided by the Pension Benefits Standards Act, 1985 and the Pension Benefits Standards Regulations, 1985 ; (e) when funds are withdrawn or transferred from any federally regulated locked-in plan the funds may be taxable under the Income Tax Act or other legislation; and (f) I may need to seek professional advice about the financial and legal implications of such a withdrawal or transfer.
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I, (insert name) , of (insert address) , in the city of , in the Province of , attest to the following:
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I am the spouse or common-law partner of the owner of the locked-in plan(s) identified in item 2.
Pension Benefits Standards Regulations, 1985 — (a)
I understand that (a) the applicant intends to withdraw or transfer funds from the federally regulated locked-in plans identified in item 2, which withdrawal or transfer is not permitted under the Pension Benefits Standards Act, 1985 unless the applicant obtains my consent; (b) as long as these funds are kept in that federally regulated locked-in plan, I may have a right to a share of these funds if there is a breakdown in our relationship or if the owner dies; (c) if any funds are withdrawn or transferred from that federally regulated locked-in plan, I may lose any right that I have to a share of the funds withdrawn or transferred; (d) when funds are withdrawn or transferred from any federally regulated locked-in plan the funds may lose the creditor protection provided by the Pension Benefits Standards Act, 1985 and the Pension Benefits Standards Regulations, 1985 ; (e) when funds are withdrawn or transferred from any federally regulated locked-in plan the funds may be taxable under the Income Tax Act or other legislation; and (f) I may need to seek professional advice about the financial and legal implications of such a withdrawal or transfer.
Pension Benefits Standards Regulations, 1985 — (a)
(a) the applicant intends to withdraw or transfer funds from the federally regulated locked-in plans identified in item 2, which withdrawal or transfer is not permitted under the Pension Benefits Standards Act, 1985 unless the applicant obtains my consent;
Pension Benefits Standards Regulations, 1985 — (b)
(b) as long as these funds are kept in that federally regulated locked-in plan, I may have a right to a share of these funds if there is a breakdown in our relationship or if the owner dies;
Pension Benefits Standards Regulations, 1985 — (c)
(c) if any funds are withdrawn or transferred from that federally regulated locked-in plan, I may lose any right that I have to a share of the funds withdrawn or transferred;
Pension Benefits Standards Regulations, 1985 — (d)
(d) when funds are withdrawn or transferred from any federally regulated locked-in plan the funds may lose the creditor protection provided by the Pension Benefits Standards Act, 1985 and the Pension Benefits Standards Regulations, 1985 ;
Pension Benefits Standards Regulations, 1985 — (e)
(e) when funds are withdrawn or transferred from any federally regulated locked-in plan the funds may be taxable under the Income Tax Act or other legislation; and
Pension Benefits Standards Regulations, 1985 — (f)
(f) I may need to seek professional advice about the financial and legal implications of such a withdrawal or transfer.
Pension Benefits Standards Regulations, 1985 — 7
7 Consent of Spouse or Common-law Partner I consent to the withdrawal or transfer specified in item 3.
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I consent to the withdrawal or transfer specified in item 3.
Pension Benefits Standards Regulations, 1985 — 8
8 Signatures Sworn before me, on the day of , 20 at , in the province of . Signature of spouse or common-law partner A notary public, commissioner or other person authorized to take affidavits
Pension Benefits Standards Regulations, 1985 — 2
2 List of applicable federally regulated locked-in plans: ( Please identify all locked-in registered retirement savings plan, life income fund, restricted locked-in savings plan or restricted life income fund which you own including any that are held by financial institutions other than the one identified above .) (a) (b) (c)
Pension Benefits Standards Regulations, 1985 — 3
3 Attestation I, (insert name) , of (insert address) , in the city of , in the province of , attest to the following: I own the federally regulated locked-in plans identified in item 2. On the day on which I sign this Attestation the total value of all of the locked-in plan(s) identified in item 2 is $ . On the day on which I sign this Attestation the total value of all of the locked-in plan(s) identified in item 2 is $ . The total value of all locked-in plan(s) identified in item 2 is less than 50% of the Year’s Maximum Pensionable Earnings as defined in the Pension Benefits Standards Act, 1985 .
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
I own the federally regulated locked-in plans identified in item 2. On the day on which I sign this Attestation the total value of all of the locked-in plan(s) identified in item 2 is $ .
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
On the day on which I sign this Attestation the total value of all of the locked-in plan(s) identified in item 2 is $ .
Pension Benefits Standards Regulations, 1985 — Pension Benefits Standards Regulations, 1985
The total value of all locked-in plan(s) identified in item 2 is less than 50% of the Year’s Maximum Pensionable Earnings as defined in the Pension Benefits Standards Act, 1985 .
Pension Benefits Standards Regulations, 1985 — 4
4 Signatures Sworn before me, on the day of , 20 at , in the province of . Signature of applicant A notary public, commissioner or other person authorized to take affidavits
Pension Benefits Standards Regulations, 1985 — (a)
I, the undersigned, an officer of the employer, having been duly authorized by the Board of Directors, declare that (a) the employer does not anticipate being able to remit the special payments required under subsection 9(1.1) of the Pension Benefits Standards Act, 1985 without seriously impairing the ability of the employer to continue in operation; and (b) the employer intends to negotiate with the representatives of the members and former members with the purpose of entering into a workout agreement.
Pension Benefits Standards Regulations, 1985 — (a)
(a) the employer does not anticipate being able to remit the special payments required under subsection 9(1.1) of the Pension Benefits Standards Act, 1985 without seriously impairing the ability of the employer to continue in operation; and
Pension Benefits Standards Regulations, 1985 — (b)
(b) the employer intends to negotiate with the representatives of the members and former members with the purpose of entering into a workout agreement.
Pension Benefits Standards Regulations, 1985 — (a)
I, the undersigned, an officer of the employer, having been duly authorized by the persons who have the authority to direct or authorize the actions of that body, declare that (a) the employer does not anticipate being able to remit the special payments required under subsection 9(1.1) of the Pension Benefits Standards Act, 1985 without seriously impairing the ability of the employer to continue in operation; and (b) the employer intends to negotiate with the representatives of the members and former members with the purpose of entering into a workout agreement.
Pension Benefits Standards Regulations, 1985 — (a)
I, the undersigned, an officer of the employer, having been duly authorized by the Board of Directors, declare that (a) the employer is subject to proceedings under the Companies’ Creditors Arrangement Act or Part III of the Bankruptcy and Insolvency Act ; and (b) the employer intends to negotiate with the representatives of the members and former members with the purpose of entering into a workout agreement.
Pension Benefits Standards Regulations, 1985 — (a)
(a) the employer is subject to proceedings under the Companies’ Creditors Arrangement Act or Part III of the Bankruptcy and Insolvency Act ; and
Pension Benefits Standards Regulations, 1985 — (a)
I, the undersigned, an officer of the employer, having been duly authorized by the persons who have the authority to direct or authorize the actions of that body, declare that (a) the employer is subject to proceedings under the Companies’ Creditors Arrangement Act or Part III of the Bankruptcy and Insolvency Act ; and (b) the employer intends to negotiate with the representatives of the members and former members with the purpose of entering into a workout agreement.
Pension Benefits Standards Regulations, 1985 — 9.
9. (1) Despite sections 3 and 4, a contract or arrangement for a locked-in registered retirement savings plan or a life income fund that is entered into within six months after the day on which these Regulations come into force may be made under sections 20 and 20.1 of the Pension Benefits Standards Regulations, 1985 respectively, as those sections read on the day before the day on which these Regulations come into force. (2) Form 3 of Schedule II to the Pension Benefits Standards Regulations, 1985 , as it read before the day on which these Regulations come into force, may continue to be used for the purpose referred to in subsection 18(3) of those Regulations for six months after the day on which these Regulations come into force.
Pension Benefits Standards Regulations, 1985 — 27.
27. A plan may continue to be funded under section 9 of the Pension Benefits Standards Regulations, 1985 , as they read immediately before this section comes into force, until the day on which the first actuarial report is filed after this section comes into force.
Pension Benefits Standards Regulations, 1985 — 28.
28. A reference to an “unfunded liability” in these Regulations includes a reference to an “initial unfunded liability” as defined in subsection 9(1) of the Pension Benefits Standards Regulations, 1985 , as it read immediately before this section comes into force.
Pension Benefits Standards Regulations, 1985 — 29.
29. (1) For the purpose of determining the average solvency ratio for the first actuarial report required to be filed after this section comes into force, the solvency ratio that is determined on the valuation date, without the adjustments made under subsections 9(8) and 9(9), may be used as the solvency ratio for ( a ) the prior valuation date and the prior second valuation date; or ( b ) the prior second valuation date. (2) If the average solvency ratio is determined under paragraph (1)( a ), the solvency assets means the value of the assets of the plan, determined on the basis of market value or of a value related to the market value by means of a method using market values over a period of not more than five years to stabilize short-term fluctuations. (3) For the purpose of determining the average solvency ratio for the second actuarial report required to be filed after this section comes into force, if the average solvency ratio for the first actuarial report was determined under paragraph (1)( a ), the solvency ratio that is determined on the valuation date, without the adjustments made under subsections 9(8) and 9(9), may be used as the solvency ratio for the prior second valuation date.
Pension Benefits Standards Regulations, 1985 — 30.
30. These Regulations do not apply to a plan to which the Canadian Press Pension Plan Solvency Deficiency Funding Regulations apply.
Pension Benefits Standards Regulations, 1985 — 1
1 The long title of the Pension Benefits Standards Regulations, 1985 1 is replaced by the following: 1 SOR/87-19 Pension Benefits Standards Regulations, 1985
Pension Benefits Standards Regulations, 1985 — 2
2 Section 1 of the Regulations and the heading before it are repealed.
Pension Benefits Standards Regulations, 1985 — 10.01
10.01 For the purposes of subsection 10.3(3.2) of the Act, the following persons are prescribed: (a) the person whose pension benefit credit relates to the transferred assets; and (b) if that person is deceased, (i) their survivor, if there is one, (ii) if there is no survivor, the person’s designated beneficiary, and (iii) if there is neither a survivor nor a designated beneficiary, the executor of the person’s will, the administrator of their estate or the liquidator of their succession on behalf of the estate or succession.
Pension Benefits Standards Regulations, 1985 — 10.02
10.02 For the purposes of subsection 10.3(3.3) of the Act, the prescribed information that must be provided to the designated entity is (a) in respect of the relevant person who cannot be located, (i) their name and the name of their spouse, common-law partner and designated beneficiary, if any, listed on the records of the administrator, (ii) their postal and email addresses listed on the records of the administrator, (iii) their date of birth, and (iv) their social insurance number; (b) the date on which the person became a member of the pension plan or, if any of their benefits under the plan accrued under any other pension plan, the date on which the benefits started to accrue; (c) the date on which the person ceased to accrue pension benefits; (d) the date of the transfer of assets; (e) the amount transferred; (f) the name and registration number of the pension plan at the date of the transfer; (g) the names of the employers that contributed to the pension plan in respect of the person and, if any of the person’s benefits under the plan accrued under any other pension plan, the names of the employers that contributed to fund the benefits; and (h) the name and address, at the date of transfer, of the administrator of the pension plan from which the assets are transferred or, if the trustee or custodian of the pension fund has been approved by the Superintendent to make the transfer, the name and address, at the date of transfer, of the trustee or custodian of the pension fund from which the assets are transferred.
Pension Benefits Standards Regulations, 1985 — 10.03
10.03 For the purposes of subsection 10.3(3.4) of the Act, the prescribed information that the designated entity may publish is (a) the name of the person who cannot be located; (b) the person’s postal and email addresses listed on the records of the administrator; (c) the date on which the person became a member of the pension plan or, if any of their benefits under the plan accrued under any other pension plan, the date on which the benefits started to accrue; (d) the date on which the person ceased to accrue pension benefits; (e) the date of transfer of assets; (f) the amount transferred; (g) the name and registration number of the pension plan at the date of the transfer; and (h) the names of the employers that contributed to the pension plan in respect of the person and, if any of the person’s benefits under the plan accrued under any other pension plan, the names of the employers that contributed to fund the benefits.
Pension Benefits Standards Regulations, 1985 — 10.04
10.04 For the purposes of subsection 10.3(4) of the Act, the prescribed period of time is (a) 30 years, if the amount transferred is under $1,000; and (b) 100 years in any other case.
Canadian Arsenals Limited Pension Protection Regulations — *
Her Excellency the Governor General in Council, on the recommendation of the Minister of Supply and Services and the Treasury Board, pursuant to section 12 of the Canadian Arsenals Limited Divestiture Authorization Act * , is pleased hereby to make the annexed Regulations respecting pension protection for employees of Canadian Arsenals Limited . * S.C. 1986, c. 20