D.A. Townley.  -  Plan Administrators    
 

pension
plan

        
 
 
 
 
 
 
 
 
     
   
 
 
 
 
 

Direct Transfer of a Single Amount (T2151)

Use
Use the Direct Transfer of a Single Amount (T2151) form when a Member terminates membership in the Pension Plan and has applied to withdraw his/her non 'locked-in' Pension contributions.

If the Pension Plan funds are 'locked-in', the Member should use the Royal Trust Locked-In Funds form instead of this form.

The Plan Administrator can tell you if your Pension contributions are 'locked-in' or not.


Information Needed to Complete the Form
The Plan Member must fill out Parts C and D and sign this form to initiate the transfer.

Following this, the Plan Administrator and the financial institution receiving the funds will complete the form.


Notes
To withdraw your Pension funds, you must also complete the Application for Withdrawal of Pension Contributions form.

Questions on completing the form should be directed to the Plan Administrator.

Completed forms should be forwarded to the Plan Administrator.


Plan Administrator
D.A. Townley.
160 – 4400 Dominion Street
Burnaby, BC V5G 4G3

Phone: 604-299-7482 or 1-800-663-1356
Fax: 604-299-8136

Email: Pension
 

Form Link
Direct Transfer of a Single Amount (T2151) Form
 

Related Links
Application for Withdrawal of Pension Contributions
Declaration of Applicant on Removal of Funds Form
Royal Trust Locked-in Funds Form
Termination Information
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