Fillable Qualifying Recognised Overseas Pension Scheme (QROPS) (iA Clarington)

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Qualifying Recognised Overseas Pension Scheme (QROPS) (iA Clarington)

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To ensure the timely and accurate transfer of U.K. pension proceeds, please complete and submit the following:
iA Clarington investment application form
Copy of iA Clarington U.K. transfer application form
Copy of recent U.K. pension plan statement
Copy of transfer forms from your U.K. pension administrator
These documents vary among pension administrators and should be obtained directly from them.
HM Revenue & Customs QROPS member information form (APSS263)
Please send all documentation to:
IA Clarington Investments Inc.
700-522 University Avenue
Toronto, ON, M5G 1Y7
Attn: QROPS Department
Qualifying Recognised Overseas
Pension Scheme (QROPS)
Transfer Checklist
iaclarington.com
INVESTED IN YOU.
(20-0267) 02/20
Trademarks displayed herein that are not owned by Industrial Alliance Insurance and Financial Services Inc. are the property of and trademarked
by the corresponding company and are used for illustrative purposes only. The iA Clarington Funds are managed by IA Clarington Investments Inc.
iA Clarington and the iA Clarington logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license.
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Qualifying Recognised Overseas Pension Scheme (QROPS) (iA Clarington)

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Completed 26 December 2020

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