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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:

  1. Specify either the dollar ($) amount or percentage (%) of the investments from which you wish to transfer from.
  2. Transfer these amounts ($) or percentages (%) to the appropriate target funds.
  3. 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%.



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