Andy the Actuary Posted February 13, 2008 Posted February 13, 2008 Can anyone point to where the government has issued pro-forma notices related to AFTAP certification, restriction of lump sum, annual report, etc.? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
JAY21 Posted February 13, 2008 Posted February 13, 2008 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.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now