R-17.0.1, r. 3 - Regulation respecting voluntary retirement savings plans

Section 55 Disposition versions

2014-07-01

55. The statement that the administrator of a plan must send to the spouse of a deceased member or to his successors, in accordance with paragraph 3 of section 95 of the Act, must contain:

(1)  the name of the deceased member and his date of death;

(2)  for the period elapsed since the last statement received in accordance with paragraph 1 of section 95 of the Act until the date of the member’s death, the information provided for in subparagraphs 1 to 11 and 15 of the first paragraph of section 53;

(3)  the individual who, based on the information at the administrator’s disposal, is entitled to the amounts credited to each of the member’s accounts and in what capacity;

(4)  the terms for payment;

(5)  the fees for refunds or transfers.

O.C. 499-2014, s. 55.