Inter-Fund Transfer - Instructions and Example
Instructions
To transfer assets from amongst your current investment(s) to other funds available to you under the plan:
- Specify either the dollar ($) amount or percentage (%) of the investments from which you wish to transfer from.
- Transfer these amounts ($) or percentages (%) to the appropriate target funds.
- Submit these changes, confirm and print reference page.
Example
Transfer From
Investment |
Maximum $ |
Amount $ |
Percentage % |
1 Year Compound Interest |
900 |
900 |
|
Canadian Equity |
900 |
|
100 |
International Equity |
900 |
750 |
|
Diversified |
900 |
|
50 |
Transfers can include both dollar amounts and percentages.
Dollar amounts transferred cannot exceed the 90% maximum.
To transfer all of the assets from a fund, simply indicate 100% in the Percentage (%) column.
Transfer To
Investment |
Percentage % |
2 Year Compound Interest |
50 |
Bond |
20 |
International Equity |
20 |
Real Estate |
10 |
Total |
100% |
The total of the "Transfer To" must equal 100%.
|