Introducing the Capital Accumulation Plan to CAP Members

Guideline - Transfer options

The CAP plan sponsor should provide plan members with information about how to make transfers among investment options.

Were plan members provided with information about how to make transfers among investment options?

If yes, you can record below how you made this information available to plan members.
If no, you can record below your plans to make this information available to plan members.

How does Manulife help you meet this guideline?
Manulife provides plan members with a booklet explaining how they can transfer money between investments. The member booklet includes information about: - required forms and where forms must be sent, - ways of making transfers (Internet and IVR), - costs for transferring money among investment options, - any restrictions or limits on transfers, - circumstances under which transfers may be suspended, and - when transfers will be processed.