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Frequently Asked Questions

Can I transfer my other assets to the RIM Group RRSP?

RIM - FAQ's
Yes. To transfer money, download, print and complete a Transfer Authorization form and mail to Manulife Financial at the following address:

How can I transfer assets from an RRSP to an RRIF?

Money | myTELUS
You don't have to sell any of the assets in your RRSP. Assets may be transferred in kind from your RRSP to an RRIF.

How much can I contribute annually to my Group RRSP?

RIM - FAQ's
The legislated contribution limits are subject to change each year by the Canada Revenue Agency (CRA). The current maximum annual contribution limits are the lesser of 18% of your previous year's earned income, or $19,000 for 2007 and $20,000 for 2008. individual RRSPs to which you are also contributing.

When can a couple transfer income and assets?

Frequently Asked Questions - Division of Assets on Spousal I...
No transfers should be made until all of the paperwork has been completed and the amount of income and resources that the at-home spouse can keep is determined. In some cases, transfers made prior to coming to SRS can jeopardize Medicaid eligibility. Always seek prior approval from SRS before transferring any resources or income.

Can I transfer my outside RRSP into the pension plan?

My Pension Frequently Asked Questions Index page
Yes, the funds will be deposited into your voluntary account. Although there are no tax implications to transfer the funds, you should inquire with your current RRSP provider regarding any fees or penalties which may apply. Please contact HRCC for an information package and forms.

Is it difficult to transfer assets to my Trust?

Windell, Ferguson, & Lin, Attorneys, - Frequently Asked ...
No. All your assets except IRA and pension benefits, which have beneficiary designations, should actually be owned by your Revocable Living Trust. We transfer your real estate and all your personal property for you. The only assets you need to transfer are your stocks, bonds, and bank accounts and, in most cases, there is no fee for changing title to these assets. A simple beneficiary change is used for "Tax-Qualified" plans such as IRAs, 401Ks, and pension benefits.

What is the difference between a transfer of assets and a rollover?

Frequently Asked Questions
A rollover is when your existing IRA custodian issues a check to you (this can only be done once a year). A transfer of assets is when your funds are sent directly between custodians.  To avoid income tax and a penalty tax on the rollover, you have 60 days from the date you receive your rollover check to invest the assets in another qualified IRA plan. There are no time constraints when you transfer assets directly between IRA custodians.

How Do I Transfer Assets to My Living Trust?

Bliss' No Right Clicking
Once your trust has been signed, a very important task remains to be accomplished. In order to achieve your objectives of avoidance of court-supervised conservatorship proceedings if you are incapacitated or probate at your death, assets must be transferred to the trustee of the living trust. As discussed above, this is known as "funding" the trust. A living trust can hold both separate and community property. If community property is held in a living trust, then both spouses are the grantors.

What is a RIM?

The ISP for people with Disabilities, the Elderly & Veterans
A RIM, otherwise known as a Remote Integrated Multiplexer , is a device that Telstra uses to provision telephone services in areas where there is no existing copper, or the existing copper in the ground cannot support the demand for services in the area. Virtually all new housing estates have telephone services supplied by a RIM. Large office buildings, shopping centres, apartment complexes and the like are all "prime candidates" to be served by RIMs.

Can I transfer retirement assets?

TradeStation
Yes, with a written request signed by all account holders, you may transfer retirement assets to a TradeStation Securities account. However, certain restrictions do apply if you are transferring retirement assets such as IRAs and Keoghs. In addition, the name and type of the account from which you are transferring must match the name and type of the existing TradeStation Securities account to which the transfer is being made. You may call our Client Service department at 800.871.3577 or 954.652.

CAN I TRANSFER ASSETS PRIOR TO FILING BANKRUPTCY?

The Bankruptcy and Financial Center
Certain transactions can be set aside as fraudulent. If you transfer assets to a friend or relative without receiving a fair price or consideration in return, the transaction is voidable as fraud. It is improper to transfer assets to others prior to filing bankruptcy so as to deprive your creditors of their right to satisfy their claims out of your assets. However, you are entitled to transfer assets into exempt property which you may keep free of creditors' claims.

Can I transfer assets from one 403(b) program to another?

Lincoln Investment Planning, Inc. | Frequently Asked Questio...
Yes, if allowed by your employer's plan. If you have a Lincoln Investment 403(b), you can transfer to one of the approved Retirement Plan Vendors; however, proper procedures must be followed. Your Lincoln Investment financial representative will handle the entire transfer process.

How do I transfer assets from an existing account at another firm?

WR Hambrecht + Co: Frequently Asked Questions
To transfer an account, complete the online account transfer form and send us a copy of your most recent statement and we’ll take care of the rest. For more information about the process, see Understanding the Brokerage Account Transfer Process.

How do I transfer assets from one TD AMERITRADE account to another?

FAQs: Transferring an Account - TD AMERITRADE
Transferring assets between TD AMERITRADE accounts requires an internal transfer form. IRAs have certain exceptions; please contact TD AMERITRADE for more information. Your completed form must include both account numbers and a detailed description of the assets to be transferred (such as the exact amount of cash and/or number of shares of each security you wish to transfer). If you wish to transfer everything in the account, specify "all assets.

How do I transfer a group to another group member to manage?

Apple .Mac
Click Group Preferences and then Transfer ownership to see the names of all the members of your group who are .Mac members and eligible to become group owners. Any member you select to become the new owner must have enough storage available to accommodate the group's current storage plus 15 MB. The new owner can adjust the storage allocation after taking ownership.

Can I transfer to other Group companies after being hired?

PIRELLI - FAQ
Yes. The Pirelli Group believes in training in-house personnel and values experiences of this sort as a tool for personal growth. If opportunities open up at other Group companies, we are ready to consider them for our employees.

Are there hotels on the South Rim and North Rim?

Frequently Asked Questions
The South Rim has more than two dozen hotels, motels, and lodges to choose from. Lodging located in Grand Canyon National Park are operated by Xanterra South Rim, LLC. Accommodations can also be secured in the Village of Tusayan and the town of Williams, which both lie just outside the park boundary; Tusayan is about a 15-minute drive and Williams a one-hour drive from Grand Canyon Village (traffic permitting).

Are there shuttles available from the South Rim to the North Rim?

Frequently Asked Questions
Shuttle bus transportation between the South and North Rims of Grand Canyon is available from mid-May through mid-October. This service is provided by Transcanyon Shuttle. Group rates for 10 or more people are available. Rates are available by calling Transcanyon Shuttle directly. The shuttle departs North Rim at 7:00am and arrives at South Rim at 12 noon. Shuttle departure from South Rim is at 1:30pm, arriving back at North Rim at 6:30pm.

Can a transfer of a Principal's assets to other people be a good thing?

Power of Attorney, power of attorney forms, durable power of...
Yes. A Principal may want to authorize transfers or gifts property for estate planning and other valid purposes. Powers of Attorney forms in many states permit Agents to make gifts to members of the Principal's family, if the Principal so authorizes in the Power of Attorney. The Principal can also customize a Power of Attorney to permit the Agent to make gifts to non-family members.
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