Administrators > Administration Manual > Section 6 Transfers > Transfer In

Reciprocal Agreement Transfer In

Forms Checklist:

Applicable Transfer Appendix

Definition / Eligibility:

A Member who previously contributed to a Canadian pension plan and did not choose a refund of contributions plus interest or a Commuted Value transfer at termination, can transfer funds - if a Reciprocal Agreement exists - to the CAAT Pension Plan to receive Pensionable Service.

College Responsibilities:

When enrolling employee, you must ask if employee is entitled to a deferred pension from another employer that can be transferred into the CAAT Pension Plan. Some transfer agreements have time limits. If the Member is entitled to such a deferred pension, advise the Member to begin the transfer process immediately.
If the CAAT Plan has a Reciprocal Agreement with the other plan, advise the CAAT Plan of the transfer request, giving the Member's name, former employer, former pension plan and date of termination.

CAAT Pension Plan Responsibilities:

Send Applicable Transfer Appendix to appropriate recipient.

Member Responsibilities:

If the Member does not have the appropriate transfer-in appendix form, they should contact the CAAT Pension Plan (which may be done through their College) to obtain a copy.
As some Reciprocal Agreements have time limits, the Member must initiate the transfer as soon as possible.
Proof of age may be required by either or both pension plans.

Plan Text Reference: 13.01

July 2008