D.A. Townley  -  Plan Administrators Iron Workers Union Local 97 International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers 
 

pension
plan

        
 
 
 
 
 
     
   
 
 
 
 
 

Request by Limited Member for Transfer or Pension (Form 4)

Use
Once the spouse has been registered as a "Limited Member" using the Request for Designation as Limited Member of Pension Plan (Form 2), the spouse may now select how he/she wishes to divide the Pension using the Request by Limited Member for Transfer or Pension (Form 4). This form is used by the Member’s former spouse after a marriage breakdown (divorce).


Information Needed to Complete the Form
To complete the form, the spouse must include:

  • Plan information,
  • Limited Member's personal information,
  • Plan Member personal information, and
  • information related to the Limited Member's request.

Notes
This form is used for an unmatured Pension (the Member has not yet retired) in a Defined Benefit plan. The spouse may select to transfer his/her share of the Pension to a separate account (if the Member is eligible to retire) or request a separate Pension, payable directly to the spouse, when the Member retires.

If the agreement or court order between the spouse and the Member was made prior to July 1, 1995, the spouse should complete the Request in Relation to a Matured Pension Divided under an Agreement or Court Order Made Before July 1, 1995 (Form 5) instead of this form.

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

Completed forms should be forwarded to the Plan Administrator.


Questions?
Questions and Answers about Pension Division on Marriage Breakdown in British Columbia
http://www.bcli.org/pages/projects/pension2/menu.html


Plan Administrator
Ironworkers Local 97 Plan Administrator
c/o 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
Request by Limited Member for Transfer or Pension (Form 4) Form
 

Related Links
Claim of Spouse to Interest in Member's Pension
(Form 1)
Request for Designation as Limited Member of Pension Plan
(Form 2)
Request in Relation to Matured Pension
(Form 5)
Notice of Receipt
(Form 6)
 
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