Item | Type | Description |
|---|---|---|
Submit Now | button | Applies changes. |
Close | button | Cancels all entries and closes dialog. |
Carry forward | currency | Change the carry forward amount, if applicable. |
Current year return | currency | Enter an amount. The current year investment return on transfer ins from LIF or LRIF accounts on the Benefits screen will be updated when the following criteria are met: • the account is either a LIF or LRIF • the transfer source is either LIF or LRIF • the amount entered into this field is larger than $0.00 The amount will be added to any amount that is currently populated in the current year investment return on transfer ins from the LIF/LRIF accounts fields. |
Former Spouse | button | Click Details button to enter former spouse or common law partner name and SIN information. |
Locked-In | check box | Click to identify if the assets transferred into the plan are locked-in. Field will not be available if the Transfer Source field is LIF, LIRA, LRIF, PRIF. |
Other | text box | If the Transfer category is “Other Company”, enter the company code. |
Previous yr return | text box | If the plan account is an LRIF, enter a dollar amount. |
Province of admin | drop-down list | If the plan account is a LIF, a LIRA, an LRIF, or an LRSP, select the province in which the account was issued. |
Qualified | check box | Click if a RRIF is a qualified plan. |
Spousal | check box | Click for a spousal contribution on a buy or money originating from a spousal plan on a transfer in. |
Transfer category | drop-down list | Select either Company or Other Company. |
Transfer company | text box/button | If the Transfer category is “Company”, enter the company code, or click Find to search for one. |
Transfer complete | check box | Click if the transfer is complete. The status of the transfer is updated to Complete. |
Transfer ref # | button | 1) Click Find. The Transfer Tracking (In) Summary dialog appears. 2) Click Add. The Transfer Tracking (In) Detail dialog appears. 3) Enter the transfer details, then click OK. The Transfer Tracking (In) Summary dialog reappears with a summary of the transfer. 4) Click OK. The Transfer Details dialog reappears with a reference number. |
Transfer source/destination | drop-down list | Select from the list. |
Transfer type | drop-down list | Select the reason for the transfer. |