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Andy the Actuary
Can anyone point to where the government has issued pro-forma notices related to AFTAP certification, restriction of lump sum, annual report, etc.?
JAY21
I'm quite sure nothing as been issued. Last week in a webinar by Norm Levinrad and Joan Gucciardi they provided a sample AFTAP certification format one might use and a sample transmittal letter to the client. Their example was an AFTAP above 90% so no benefits restriction notice sample was applicable or provided.
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