Asset Transfer Application Summary (Transfers under PBA s. 80 and 81)

Key Information

Please review the following instructions to download the forms

To be able to fill in and save a PDF form (Fillable/saveable version), download and then open the form using the free Adobe Reader.

  1. Hover over the form name with your mouse
  2. Right-click and select “Save link as” to save the form. This will allow you to save the form in a location of your choosing (file folder, etc.). Note: Do not use the browser’s “Open” feature.
  3. Once saved, go to the location where you saved the form.
  4. Hover over the form name with your mouse
  5. Right-click and select “open with…” and in the menu select “Adobe Acrobat Reader”

PF-123E

Form details

Form number: PF-123
Form title: Asset Transfer Application Summary (Transfers under PBA s. 80 and 81)
Sector: Pensions
Category:
Asset Transfers
Purpose of form: To facilitate the application process for an asset transfer under s 80 or 81. This is an administrator certification that was included as part of the asset transfer guidance issued in January 2021.
Last update: 2021-02-08