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This form serves to authorize the transfer of locked-in pension assets into a Life Income Fund (LIF) or Locked-in Retirement Income Fund (LRIF) under specific pension legislation, requiring acknowledgment
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How to fill out authorization for transfers to
How to fill out Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan
01
Obtain the Authorization for Transfers form from Phillips, Hager & North's website or customer service.
02
Fill in your personal details, including your name, address, and contact information.
03
Indicate the type of transfer you are requesting (to a LIF or LRIF).
04
Provide the details of the RIF account you want to transfer from, including the account number.
05
Specify the amount to be transferred to the LIF/LRIF.
06
Sign and date the authorization form to confirm your request.
07
Submit the completed form to Phillips, Hager & North through the designated channel (online, mail, or fax).
Who needs Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan?
01
Individuals who have a Registered Income Fund (RIF) and wish to transfer their funds to a Life Income Fund (LIF) or Locking-in Retirement Income Fund (LRIF).
02
Individuals nearing retirement who need to manage their retirement income options.
03
Any account holder within the Phillips, Hager & North Multiple RIF Plan seeking to change the nature of their income fund.
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People Also Ask about
Is my money safe with RBC Wealth Management?
The merger between RBC Asset Management and Phillips Hager North in 2008 that formed RBC Global Asset Management really propelled the firm forward.
What is RBC PH&N?
Phillips, Hager & North Investment Management is a division of RBC GAM Inc. PH&N Institutional is the institutional business division of RBC GAM Inc.
What does RBC PH&N do?
Implementation – We provide you with a full range of investment vehicles to ensure the appropriate diversification of investments, and develop tailored wealth management solutions that are informed and monitored by the collective knowledge and investment expertise from across RBC.
When did RBC buy PH&N?
Our client profile RBC Private Banking clients are typically business owners, entrepreneurs, wealthy families, corporate executives or other professionals with a minimum of $1 million in investable assets or an overall net worth of $3 million.
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What is Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan?
Authorization for Transfers to a LIF/LRIF is a document that allows the transfer of funds from a Registered Investment Fund (RIF) into a Life Income Fund (LIF) or a Locked-In Retirement Income Fund (LRIF) under the Phillips, Hager & North Multiple RIF Plan.
Who is required to file Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan?
Individuals who wish to transfer their funds from a RIF to a LIF or LRIF are required to file the Authorization for Transfers, including plan members and beneficiaries.
How to fill out Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan?
To fill out the Authorization, individuals should provide personal identification details, specify the amount to be transferred, and complete any required signatures and dates as laid out by the plan’s guidelines.
What is the purpose of Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan?
The purpose is to formally allow for the transfer of retirement funds to ensure that individuals can access their retirement savings in a manner that complies with financial regulations and retirement planning.
What information must be reported on Authorization for Transfers to a LIF/LRIF Under the Phillips, Hager & North Multiple RIF Plan?
Required information includes the member's account details, the amount to be transferred, the receiving LIF/LRIF details, and signatures of authorized individuals as per the plan’s requirements.
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