ADM.16:4.3 - Obtain the competent transition decision

The authorized owner decides whether to adopt the institutional change and which conditions apply to which cases. Obtain the qualified legal, tax, contractual, security or other contribution only where that substantive question matters and is not already adequately answered.

State the actual effective conditions and any permitted election, exception, coexistence or termination. Neither automatic retroactivity nor universal preservation of old terms is assumed. Apply the supplied transition rule to the actual case facts.

Keep a proposal, received decision and implementation distinct. Until a valid decision changes an existing condition, the handler continues to apply the condition that governs that case. An internal forecast or deployment date does not revise a participant’s right or obligation.