 doc TransferInfSheet dic;p4;p5;p6;p7;p8;p8a;p9;p10;p11;p12;p13;p14;p15;title;p4c;p4b;th;selctn;leg;plain;show;plaintx;chap;df_style226;df_fmt226;x;y;z;txt;simpl;p20;p8b;ta;div

 plain9PTSERIF
 showTABBOLD
 plaintx10PTSERIF
 doc NewSectionPerhaps'D',PAPERTRAYS.(Letterhead Plain)BUT PAPERTRAYS.(Plain Plain)IF dic.StampThisdic.everPlaindic.ExitBy'Internal Transfer'
 doc.PageSetup,('Margins')(1.1 1 1 1)
 doc StampForFiling dic

 simpldic.Edition'PostSimplification'

 TITLE title'Open Market Information Sheet'BUT'Transfer Information Sheet'IF dic.IsTransfer  Searchable! KJ
 p4('Name:')show('<Member>')
 p4b('Date of birth:')show('<Dob>')
 p4c('NINO:')show('<Nino>')IF 0^.=dic.(isGuernsey,isJersey)
 p5('Contract:')show('<Contract>')
 p6('Name of Scheme:')show('<SchemeName>')

 :If simpl
     leg'Registered under Part IV of the Finance Act 2004.'
 :Else

     :If dic.isGuernsey
         leg'Approved under Article 157A Income Tax (Guernsey) Law 1975'
     :ElseIf dic.isJersey
         leg'Approved under Article 131B Income Tax (Jersey) Law 1961.'
     :Else
         chap(1+/dic.(isPM226,isGA226))'IV' 'III' ... PM226: different chapter
         leg'Approved under Chapter ',chap,' Part XIV of the Income and Corporation Taxes Act 1988.'
     :EndIf
 :EndIf

 p7('Scheme Legislation:')show(leg)

 p8('PSO Reference No:'BUT'Registered Scheme No:'IF simpl)show('<SfoRefNo>')
p8a('ASCON No:')show('<AsconNo>')IF 0^.=dic.(isPM226,isGA226,isGuernsey,isJersey)
 p8a(('ASCON No:')show('<AsconNo>'))IF 1 0 0 0 0dic.(IsPr isPM226 isGA226 isGuernsey isJersey)
 p8b(('With effect from:')show('<ExitDate>'))IF dic.(ExitBy OmoPayt)'OMO' 'Journal Entry'  gil : internal

 LEFT(plaintxp4 p4b p4c p5 p6 p7 p8 p8a p8b)(1.5)

 BLANK 2

 LEFT 12 PT BOLD title,' Value'

 p9'Non-Protected Rights' '<NPPnp>'
 p10('Protected Rights ','Non-LPI'BUT'(Pre 1997)'IF simpl)'<NPPpre>'
 p11('Protected Rights ','LPI'BUT'(Post 1997)'IF simpl)'<NPPpost>'
 :If dic.((Process'PY')^IsTransfer)  BUGFIX_278: pre/post text ONLY for TV payments - (PRM) 10may2006
     p10('Protected Rights ','Non-LPI'BUT'(Pre 1997)'IF simpl)'<NPPpre>'
     p11('Protected Rights ','LPI'BUT'(Post 1997)'IF simpl)'<NPPpost>'
 :Else
    p10'Protected Rights' '<NPPpre>'
    p11'Protected Rights' '<NPPpost>'
     p10 p11'Protected Rights' '<NPPpr>'
 :EndIf
 p12(ITALIC'Total')('<NPP>')
 selctn{,1<+/}dic.(NPPnp NPPpre NPPpost)
 LEFT(12 PT(TABBOLD)/selctn/p9 p10 p11 p12)(,3.5 'Dec')

 LEFT 12 PT BOLD'This payment should be credited with effect from <ExitDate>.'IF dic.ExitBy'Internal Transfer'

 BLANK 1

 :If dic.IsTransfer
     :If /dic.(isPM226,isGA226) ... PM226:
         ..df_style226{'Body Large'write }
         df_style226{LEFT 12 PT }
         df_style226'This members contract under the above scheme is a Retirement Annuity plan. The lump sum is limited to 150,000 per plan.'
         df_style226'If the receiving scheme is approved as an Occupational Pension Scheme under Chapter 1 of Part XIV of the Income and Corporation Taxes Act 1988, the proportion of the transfer value payable as a lump sum is:'
         df_fmt226{df_style226 TAB,(),TAB,}
         x y z(1+'F'=1dic.Sex)('Male' '0.18528' '0.21064')('Female' '0.16717' '0.18630')  set factor parms
         (BOLD'Retirement Age')df_fmt226(BOLD x)
         (TAB,'60')df_fmt226 TAB,y
         (TAB,'65')df_fmt226 TAB,z
         df_style226'These factors are supplied to you in accordance with the ABI reference T/731/013 of 1st August 1989'
         df_style226'If the retirement age of the receiving scheme is other than 60/65 please contact us at the above address quoting the reference given.'

     :Else
         :If ~simpl
         :AndIf לthdic.TransferHistory
             LEFT 12 PT'This policy includes the following transfers with Non-protected rights (NPR).'
             BLANK 1
             doc.AddTable doc TblTfrHistoryth
             BLANK 1
         :ElseIf 0^.=dic.(isGuernsey,isJersey),simpl
             :If dic.IsNpr
                 LEFT 12 PT'There is ',(BOLD'no restriction on tax free cash'),' and therefore, 25% tax free cash is applicable.'
             :Else
                 LEFT 12 PT'There is ',(BOLD'no tax free cash'),' available.'
             :EndIf
         :EndIf

         p13'The above plan is not subject to any',' Transitional Arrangement'IF simpl
         p13,'.'BUT', divorce, earmarking, or a pension-sharing order.'IF 0dic.Divorcing
         LEFT 12 PT p13 IF simpldic.Divorcing0
         ta(simpl^+/dic.TFCmax)/' Transitional Arrangement'  No TFC condition at all! Kai+Asoka
         tasimpl/' Transitional Arrangement,'
         div' divorce earmarking, or a pension-sharing order'IF(,0),dic.Divorcing
         p13'The above plan is not subject to any',(ta{^/ '' '':,',',  ,}div),'.'
         LEFT 12 PT p13 IFל+/ta div
     :EndIf

 :Else
     p13'Maximum Tax-Free Cash available' '<TFCmax>'
     p14('Tax-Free Cash paid by Norwich Union')('<TFCpaid>',(dic.TFCint)/' (This includes late payment interest of <TFCint>).')
     p15('Residual Tax-Free Cash available')(BOLD'<TFCleft>')
     LEFT(12 PTTAB/p13 p14 p15)(3.5 'Dec')

     p20'The total retirement fund is <SlaFractn>'
     p20,' of the Standard Lifetime Allowance in the <ExitTaxYear> tax year.'
     Kai Deleted on 20060302   p20,' You can find information on the Lifetime Allowance in the enclosed leaflet.'

     LEFT 12 PT p20 IF simpl

 :EndIf

 T30_PM226: disaster recovery #412...
 BUGFIX_278: pre/post text ONLY for TV payments - (PRM) 10may2006