WORLD TRADE
ORGANIZATIONWT/L/513
29 January 2003
(03-0607)
AGREEMENTS ON THE TRANSFER OF PENSION RIGHTS BETWEEN
THE PENSION PLAN OF THE WORLD TRADE ORGANIZATION AND
THE PENSION SCHEMES OF THE COORDINATED ORGANIZATIONS1
1. At its meeting on 19-20 December 2001, the General Council concurred with  the transfer
agreement between the WTO Pension Plan and the Pension Scheme of the Organization for Economic
Cooperation and Development (OECD).  That agr eement took effect on 1 January 2002 (WT/L/446).
2. Similar agreements have since been drawn up with the Pension Schemes of the following
other Coordinated Organizations and the corresponding texts are attached:
- Council of Europe (Annex 1)
- European Centre for Medium-Range Weather Forecasts (ECMWF) (Annex 2)
- European Space Agency (ESA) (Annex 3)
- North Atlantic Treaty Organization (NATO) (Annex 4)
- Western European Union (WEU) (Annex 5)
3. These agreements were approved by the Management Board of the WTO Pension Plan.
4. The General Council, at its meeting on 10-12 and 20 December 2002, expressed its
concurrence with the attached transfer agreements.  These agreements took effect on 1 January 2003.
                                                     
1 The Coordinated Organizations include Council of Europe, ECMWF, ESA, NATO, OECD and
WEU.  They apply a common remuneration system which is discussed in a common forum known as the
Coordinating Committee on Remuneration.WT/L/513
Page 2
Annex 1
AGREEMENT ON THE TRANSFER OF PENSION RIGHTS BETWEEN
THE PENSION PLAN OF THE WORLD TRADE ORGANIZATION AND
THE PENSION SCHEME OF THE COUNCIL OF EUROPE
WHEREAS , pursuant to the policy of public international organizations to facilitate staff exchanges,
it is desirable to ensure the continuity of the pension rights of officials transferring between theseorganizations,
WHEREAS  the Regulations of the Pension Plan of the World Trade Organization and the Pension
Scheme of the Coordinated Organizations provide for the possibility of entering into such agreements
with other international organizations and with the governments of the Members and Member Stateswith a view to ensuring the transf er and continuity of such rights,
IT HAS BEEN AGREED as follows:
ARTICLE 1
DEFINITIONS
1.1 For the purposes of this Agreement:
(a) “Organization” means the Coordinated Organization signatory to the Agreement;
(b) “Pension Plan” means the Pension Plan of the World Trade Organization (WTO);
(c) “Pension Scheme” means the Pension Scheme of the Coordinated Organizations
which applies specifically to the Organization;
(d) “Plan participant” means a participant in the Pension Plan;
(e) “Scheme participant” means a participant in the Pension Scheme;
1.2 Except where defined differently below, the terms and expressions used in the Regulations of
the Pension Plan and Pension Scheme have the same meaning in this Agreement.
1.3 Where reference is made to the masculine gende r in this Agreement, it is intended also to
refer to the female gender, except where obviously precluded by the context.WT/L/513
Page 3
ARTICLE 2
TRANSFER FROM THE PENSION PLAN
2.1 A former Plan participant who has deferred his choice of benefit under Article 27 of the
Regulations of the Pension Plan and becomes a Scheme participant may choose to transfer his
pension rights to the Pension Scheme, the procedure being as follows:
(a) The Scheme participant informs the Pension Scheme in writing of his intention to
transfer his pension rights within six months of the date on which he joined the staff.
A copy of his application must be sent  to the Secretary of the Pension Plan.
(b) An application may be made only if the Pension Plan was the last scheme to which
the Scheme participant was affiliated before his recruitment by the Organization.
(c) The Pension Scheme then sends the Scheme participant a written estimate of the
number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 2.2(b).
(d) The Scheme participant submits a written application to the Pension Scheme to
transfer his pension rights within six months of the notification of confirmation of his
appointment, or within one month of receiving the written estimate referred to above,
whichever is the later.
2.2 If the Scheme participant concerned exercises this right:
(a) The Pension Plan, with the agreement of the former Plan participant, pays the Pension
Scheme an amount equal to the larger of
(i) The equivalent actuarial value, calculated on the date that his participation in
the Pension Plan ceased  in accordance with Articles 2(a) and 8 of the
Regulations of the Pension Plan, of the retirement benefit which the former
Plan participant had accrued in the Pension Plan based on the contributory
service and final average remuneration up to that date;
(ii) The withdrawal settlement to which the former Plan participant would have
been entitled under Article 26 of the Regulations of the Pension Plan, upon
separation from the service of the WTO.
(b) On the basis of the amount determined in this way the former Plan participant is
credited with years of pensionable service calculated in accordance with instruction
12. 1/1 of the Regulations governing the Pension Scheme.
(c) As a result of the transfer carried out as laid down in this Article, the former Plan
participant and persons entitled under him renounce all other rights to benefits under
the Pension Plan.WT/L/513
Page 4
ARTICLE 3
TRANSFER FROM THE PENSION SCHEME
3.1 A former Scheme participant who has received no benefit under the Pension Scheme other
than that referred to in Article 11 of the Regulations of the Pension Scheme and who becomes
a Plan participant may choose to transfer his pension rights to the Pension Plan, the procedure
being as follows:
(a) The application must be made in writing to the Secretary of the Pension Plan within
twelve months of the date of commencement of his participation in the Pension Plan.A copy of the application must be sent to the Pension Scheme.
(b) The Secretary of the Pension Plan then sends the Plan participant a written estimate
of the number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 3.2(b).
(c) The Plan participant submits a written application to the Secretary of the Pension Plan
to transfer his pension rights within twelve months of the commencement of his
participation in the Pension Plan, or within one month of receiving the written
estimate referred to above, whichever is the later.
3.2 If the Plan participant concerned exercises this right:
(a) The Pension Scheme, with the agreement of the former Scheme participant, pays the
Pension Plan, in respect of the former Scheme participant:
(i) the actuarial equivalent of the retirement pension rights in the Pension
Scheme, calculated on the date of his departure from the Organization on the
basis of his age and the salary scale in force at the time he opted for transfer,
or, in the absence of such entitlements,
(ii) in the case that the former staff member has not received it, the total amount
to which he is entitled pursuant to Article 11 of the Regulations governing the
Pension Scheme on leaving the employment of the Organization; if the
former staff member has already received this amount, it is for him to
undertake this payment himself.
(b) On the basis of the amount determined in this way the former Scheme participant is
credited with years of contributory service with the Pension Plan, as calculated in
accordance with Articles 2(a) and 8 of the Regulations of the Pension Plan at the date
of receipt of payment.
(c) As a result of the transfer carried out under the conditions laid down in this Article,
the former Scheme participant and persons entitled under him renounce all other
rights to benefits under the Pension Scheme.WT/L/513
Page 5
ARTICLE 4
TRANSITIONAL PROVISIONS
4.1 Plan participants and Scheme participants w ho commenced their participation in the Pension
Plan or Pension Scheme, respectively, before the date of notification of this agreement, after
ceasing their participation in the Pension Scheme or Pension Plan, may apply, within twelve
months of the date of notification for the transfer of pension rights acquired with the Pension
Scheme or Pension Plan.
4.2 In the case of a transfer from the Pension Scheme, the actuarial equivalent is calculated on the
date of departure from the Organization, on the basis of the former staff member’s age at that
date, and the salary scale in force at the time he opted for transfer.
ARTICLE 5
IMPLEMENTATION OF THE AGREEMENT
5.1 The Pension Plan and the Pension Scheme shall take appropriate measures and make the
necessary arrangements for the implementation of this agreement and to resolve any problems
which might arise from applying these provisions to individual cases.
ARTICLE 6
DATE OF THE AGREEMENT
6.1 This agreement shall enter into force on 1 January 2003 and shall remain in effect until
amended or set aside by mutual written consent of the parties to the agreement or set aside on
expiry of period of notice of at least one year se rved in writing by one or other of the parties.
IN WITNESS WHEREOF  this agreement was signed
in Geneva in [ ]
on [ ] on [ ]
For the WTO Pension Plan For the Council of Europe
________________________________ _____________________________
Chairman, WTOPP Management Board
________________________________ _____________________________
Secretary, WTO Pension PlanWT/L/513
Page 6
Annex 2
AGREEMENT ON THE TRANSFER OF PENSION RIGHTS BETWEEN
THE PENSION PLAN OF THE WORLD TRADE ORGANIZATION AND
THE PENSION SCHEME OF THE EUROPEAN CENTRE
FOR MEDIUM-RANGE WEATHER FORECASTS
WHEREAS , pursuant to the policy of public international organizations to facilitate staff exchanges,
it is desirable to ensure the continuity of the pension rights of officials transferring between these
organizations,
WHEREAS  the Regulations of the Pension Plan of the World Trade Organization and the Pension
Scheme of the Coordinated Organizations provide for the possibility of entering into such agreementswith other international organizations and with the governments of the Members and Member States
with a view to ensuring the transf er and continuity of such rights,
IT HAS BEEN AGREED as follows:
ARTICLE 1
DEFINITIONS
1.1 For the purposes of this Agreement:
(a) “Organization” means the Coordinated Organization signatory to the Agreement;
(b) “Pension Plan” means the Pension Plan of the World Trade Organization (WTO);(c) “Pension Scheme” means the Pension Sc heme of the Coordinated Organizations
which applies specifically to the Organization;
(d) “Plan participant” means a participant in the Pension Plan;(e) “Scheme participant” means a participant in the Pension Scheme;
1.2 Except where defined differently below, the terms and expressions used in the Regulations of
the Pension Plan and Pension Scheme have the same meaning in this Agreement.
1.3 Where reference is made to the masculine gender in this Agreement, it is intended also to
refer to the female gender, except where obviously precluded by the context.WT/L/513
Page 7
ARTICLE 2
TRANSFER FROM THE PENSION PLAN
2.1 A former Plan participant who has deferred his choice of benefit under Article 27 of the
Regulations of the Pension Plan and becomes a Scheme participant may choose to transfer his
pension rights to the Pension Scheme, the procedure being as follows:
(a) The Scheme participant informs the Pension Scheme in writing of his intention to
transfer his pension rights within six months of the date on which he joined the staff.
A copy of his application must be sent  to the Secretary of the Pension Plan.
(b) An application may be made only if the Pension Plan was the last scheme to which
the Scheme participant was affiliated before his recruitment by the Organization.
(c) The Pension Scheme then sends the Scheme participant a written estimate of the
number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 2.2(b).
(d) The Scheme participant submits a written application to the Pension Scheme to
transfer his pension rights within six months of the notification of confirmation of his
appointment, or within one month of receiving the written estimate referred to above,
whichever is the later.
2.2 If the Scheme participant concerned exercises this right:
(a) The Pension Plan, with the agreement of the former Plan participant, pays the Pension
Scheme an amount equal to the larger of
(i) The equivalent actuarial value, calculated on the date that his participation in
the Pension Plan ceased  in accordance with Articles 2(a) and 8 of the
Regulations of the Pension Plan, of the retirement benefit which the former
Plan participant had accrued in the Pension Plan based on the contributory
service and final average remuneration up to that date;
(ii) The withdrawal settlement to which the former Plan participant would have
been entitled under Article 26 of the Regulations of the Pension Plan, upon
separation from the service of the WTO.
(b) On the basis of the amount determined in  this way the former Plan participant is
credited with years of pensionable service calculated in accordance with instruction
12. 1/1 of the Regulations governing the Pension Scheme.
(c) As a result of the transfer carried out as laid down in this Article, the former Plan
participant and persons entitled under him renounce all other rights to benefits under
the Pension Plan.WT/L/513
Page 8
ARTICLE 3
TRANSFER FROM THE PENSION SCHEME
3.1 A former Scheme participant who has received no benefit under the Pension Scheme other
than that referred to in Article 11 of the Regulations of the Pension Scheme and who becomes
a Plan participant may choose to transfer his pension rights to the Pension Plan, the procedure
being as follows:
(a) The application must be made in writing to the Secretary of the Pension Plan within
twelve months of the date of commencement of his participation in the Pension Plan.
A copy of the application must be sent to the Pension Scheme.
(b) The Secretary of the Pension Plan then sends the Plan participant a written estimate
of the number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 3.2(b).
(c) The Plan participant submits a written application to the Secretary of the Pension Plan
to transfer his pension rights within twelve months of the commencement of his
participation in the Pension Plan, or within one month of receiving the written
estimate referred to above, whichever is the later.
3.2 If the Plan participant concerned exercises this right:
(a) The Pension Scheme, with the agreement of the former Scheme participant, pays the
Pension Plan, in respect of the former Scheme participant:
(i) the actuarial equivalent of the retirement pension rights in the Pension
Scheme, calculated on the date of his departure from the Organization on the
basis of his age and the salary scale in force at the time he opted for transfer,
or, in the absence of such entitlements,
(ii) in the case that the former staff member has not received it, the total amount
to which he is entitled pursuant to Article 11 of the Regulations governing thePension Scheme on leaving the employment of the Organization; if the
former staff member has already received this amount, it is for him to
undertake this payment himself.
(b) On the basis of the amount determined in this way the former Scheme participant is
credited with years of contributory service with the Pension Plan, as calculated in
accordance with Articles 2(a) and 8 of the Regulations of the Pension Plan at the date
of receipt of payment.
(c) As a result of the transfer carried out under the conditions laid down in this Article,
the former Scheme participant and persons entitled under him renounce all other
rights to benefits under the Pension Scheme.WT/L/513
Page 9
ARTICLE 4
TRANSITIONAL PROVISIONS
4.1 Plan participants and Scheme participants w ho commenced their participation in the Pension
Plan or Pension Scheme, respectively, before the date of notification of this agreement, after
ceasing their participation in the Pension Scheme or Pension Plan, may apply, within twelve
months of the date of notification for the transfer of pension rights acquired with the Pension
Scheme or Pension Plan.
4.2 In the case of a transfer from the Pension Scheme, the actuarial equivalent is calculated on the
date of departure from the Organization, on the basis of the former staff member’s age at that
date, and the salary scale in force at the time he opted for transfer.
ARTICLE 5
IMPLEMENTATION OF THE AGREEMENT
5.1 The Pension Plan and the Pension Scheme shall take appropriate measures and make the
necessary arrangements for the implementation of this agreement and to resolve any problemswhich might arise from applying these provisions to individual cases.
ARTICLE 6
DATE OF THE AGREEMENT
6.1 This agreement shall enter into force on 1 January 2003 and shall remain in effect until
amended or set aside by mutual written consent of the parties to the agreement or set aside on
expiry of period of notice of at least one year se rved in writing by one or other of the parties.
IN WITNESS WHEREOF  this agreement was signed
in Geneva in [ ]
on [ ] on [ ]
For the WTO Pension Plan For the ECMWT
________________________________ _____________________________
Chairman, WTOPP Management Board
________________________________ _____________________________
Secretary, WTO Pension PlanWT/L/513
Page 10
Annex 3
AGREEMENT ON THE TRANSFER OF PENSION RIGHTS BETWEEN
THE PENSION PLAN OF THE WORLD TRADE ORGANIZATION AND
THE PENSION SCHEME OF THE EUROPEAN SPACE AGENCY
WHEREAS , pursuant to the policy of public international organizations to facilitate staff exchanges,
it is desirable to ensure the continuity of the pension rights of officials transferring between theseorganizations,
WHEREAS  the Regulations of the Pension Plan of the World Trade Organization and the Pension
Scheme of the Coordinated Organizations provide for the possibility of entering into such agreements
with other international organizations and with the governments of the Members and Member Stateswith a view to ensuring the transf er and continuity of such rights,
IT HAS BEEN AGREED as follows:
ARTICLE 1
DEFINITIONS
1.1 For the purposes of this Agreement:
(a) “Organization” means the Coordinated Organization signatory to the Agreement;
(b) “Pension Plan” means the Pension Plan of the World Trade Organization (WTO);
(c) “Pension Scheme” means the Pension Sc heme of the Coordinated Organizations
which applies specifically to the Organization;
(d) “Plan participant” means a participant in the Pension Plan;
(e) “Scheme participant” means a participant in the Pension Scheme;
1.2 Except where defined differently below, the terms and expressions used in the Regulations of
the Pension Plan and Pension Scheme have the same meaning in this Agreement.
1.3 Where reference is made to the masculine gender in this Agreement, it is intended also to
refer to the female gender, except where obviously precluded by the context.WT/L/513
Page 11
ARTICLE 2
TRANSFER FROM THE PENSION PLAN
2.1 A former Plan participant who has deferred his choice of benefit under Article 27 of the
Regulations of the Pension Plan and becomes a Scheme participant may choose to transfer his
pension rights to the Pension Scheme, the procedure being as follows:
(a) The Scheme participant informs the Pension Scheme in writing of his intention to
transfer his pension rights within six months of the date on which he joined the staff.
A copy of his application must be sent  to the Secretary of the Pension Plan.
(b) An application may be made only if the Pension Plan was the last scheme to which
the Scheme participant was affiliated before his recruitment by the Organization.
(c) The Pension Scheme then sends the Scheme participant a written estimate of the
number of years of pensionable service which can be taken into account inaccordance with the formula set out in Article 2.2(b).
(d) The Scheme participant submits a written application to the Pension Scheme to
transfer his pension rights within six months of the notification of confirmation of his
appointment, or within one month of receiving the written estimate referred to above,whichever is the later.
2.2 If the Scheme participant concerned exercises this right:
(a) The Pension Plan, with the agreement of the former Plan participant, pays the Pension
Scheme an amount equal to the larger of
(i) The equivalent actuarial value, calculated on the date that his participation in
the Pension Plan ceased  in accordance with Articles 2(a) and 8 of the
Regulations of the Pension Plan, of the retirement benefit which the former
Plan participant had accrued in the Pension Plan based on the contributory
service and final average remuneration up to that date;
(ii) The withdrawal settlement to which the former Plan participant would have
been entitled under Article 26 of the Regulations of the Pension Plan, upon
separation from the service of the WTO.
(b) On the basis of the amount determined in  this way the former Plan participant is
credited with years of pensionable service calculated in accordance with instruction
12. 1/1 of the Regulations governing the Pension Scheme.
(c) As a result of the transfer carried out as laid down in this Article, the former Plan
participant and persons entitled under him renounce all other rights to benefits under
the Pension Plan.WT/L/513
Page 12
ARTICLE 3
TRANSFER FROM THE PENSION SCHEME
3.1 A former Scheme participant who has received no benefit under the Pension Scheme other
than that referred to in Article 11 of the Regulations of the Pension Scheme and who becomes
a Plan participant may choose to transfer his pension rights to the Pension Plan, the procedure
being as follows:
(a) The application must be made in writing to the Secretary of the Pension Plan within
twelve months of the date of commencement of his participation in the Pension Plan.
A copy of the application must be sent to the Pension Scheme.
(b) The Secretary of the Pension Plan then sends the Plan participant a written estimate
of the number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 3.2(b).
(c) The Plan participant submits a written application to the Secretary of the Pension Plan
to transfer his pension rights within twelve months of the commencement of his
participation in the Pension Plan, or within one month of receiving the written
estimate referred to above, whichever is the later.
3.2 If the Plan participant concerned exercises this right:
(a) The Pension Scheme, with the agreement of the former Scheme participant, pays the
Pension Plan, in respect of the former Scheme participant:
(i) the actuarial equivalent of the retirement pension rights in the Pension
Scheme, calculated on the date of his departure from the Organization on the
basis of his age and the salary scale in force at the time he opted for transfer,
or, in the absence of such entitlements,
(ii) in the case that the former staff member has not received it, the total amount
to which he is entitled pursuant to Article 11 of the Regulations governing thePension Scheme on leaving the employment of the Organization; if the
former staff member has already received this amount, it is for him to
undertake this payment himself.
(b) On the basis of the amount determined in this way the former Scheme participant is
credited with years of contributory service with the Pension Plan, as calculated in
accordance with Articles 2(a) and 8 of the Regulations of the Pension Plan at the date
of receipt of payment.
(c) As a result of the transfer carried out under the conditions laid down in this Article,
the former Scheme participant and persons entitled under him renounce all other
rights to benefits under the Pension Scheme.WT/L/513
Page 13
ARTICLE 4
TRANSITIONAL PROVISIONS
4.1 Plan participants and Scheme participants w ho commenced their participation in the Pension
Plan or Pension Scheme, respectively, before the date of notification of this agreement, after
ceasing their participation in the Pension Scheme or Pension Plan, may apply, within twelve
months of the date of notification for the transfer of pension rights acquired with the Pension
Scheme or Pension Plan.
4.2 In the case of a transfer from the Pension Scheme, the actuarial equivalent is calculated on the
date of departure from the Organization, on the basis of the former staff member’s age at that
date, and the salary scale in force at the time he opted for transfer.
ARTICLE 5
IMPLEMENTATION OF THE AGREEMENT
5.1 The Pension Plan and the Pension Scheme shall take appropriate measures and make the
necessary arrangements for the implementation of this agreement and to resolve any problemswhich might arise from applying these provisions to individual cases.
ARTICLE 6
DATE OF THE AGREEMENT
6.1 This agreement shall enter into force on 1 January 2003 and shall remain in effect until
amended or set aside by mutual written consent of the parties to the agreement or set aside on
expiry of period of notice of at least one year se rved in writing by one or other of the parties.
IN WITNESS WHEREOF  this agreement was signed
in Geneva in [ ]
on [ ] on [ ]
For the WTO Pension Plan For the European Space Agency
________________________________ _____________________________
Chairman, WTOPP Management Board
________________________________ _____________________________
Secretary, WTO Pension PlanWT/L/513
Page 14
Annex 4
AGREEMENT ON THE TRANSFER OF PENSION RIGHTS BETWEEN
THE PENSION PLAN OF THE WORLD TRADE ORGANIZATION AND
THE PENSION SCHEME OF THE NORTH ATLANTIC TREATY ORGANIZATION
WHEREAS , pursuant to the policy of public international organizations to facilitate staff exchanges,
it is desirable to ensure the continuity of the pension rights of officials transferring between theseorganizations,
WHEREAS  the Regulations of the Pension Plan of the World Trade Organization and the Pension
Scheme of the Coordinated Organizations provide for the possibility of entering into such agreements
with other international organizations and with the governments of the Members and Member Stateswith a view to ensuring the transf er and continuity of such rights,
IT HAS BEEN AGREED as follows:
ARTICLE 1
DEFINITIONS
1.1 For the purposes of this Agreement:
(a) “Organization” means the Coordinated Organization signatory to the Agreement;
(b) “Pension Plan” means the Pension Plan of the World Trade Organization (WTO);
(c) “Pension Scheme” means the Pension Sc heme of the Coordinated Organizations
which applies specifically to the Organization;
(d) “Plan participant” means a participant in the Pension Plan;
(e) “Scheme participant” means a participant in the Pension Scheme;
1.2 Except where defined differently below, the terms and expressions used in the Regulations of
the Pension Plan and Pension Scheme have the same meaning in this Agreement.
1.3 Where reference is made to the masculine gender in this Agreement, it is intended also to
refer to the female gender, except where obviously precluded by the context.WT/L/513
Page 15
ARTICLE 2
TRANSFER FROM THE PENSION PLAN
2.1 A former Plan participant who has deferred his choice of benefit under Article 27 of the
Regulations of the Pension Plan and becomes a Scheme participant may choose to transfer his
pension rights to the Pension Scheme, the procedure being as follows:
(a) The Scheme participant informs the Pension Scheme in writing of his intention to
transfer his pension rights within six months of the date on which he joined the staff.
A copy of his application must be sent  to the Secretary of the Pension Plan.
(b) An application may be made only if the Pension Plan was the last scheme to which
the Scheme participant was affiliated before his recruitment by the Organization.
(c) The Pension Scheme then sends the Scheme participant a written estimate of the
number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 2.2(b)
(d) The Scheme participant submits a written application to the Pension Scheme to
transfer his pension rights within six months of the notification of confirmation of his
appointment, or within one month of receiving the written estimate referred to above,
whichever is the later.
2.2 If the Scheme participant concerned exercises this right:
(a) The Pension Plan, with the agreement of the former Plan participant, pays the Pension
Scheme an amount equal to the larger of
(i) The equivalent actuarial value, calculated on the date that his participation in
the Pension Plan ceased  in accordance with Articles 2(a) and 8 of the
Regulations of the Pension Plan, of the retirement benefit which the former
Plan participant had accrued in the Pension Plan based on the contributory
service and final average remuneration up to that date;
(ii) The withdrawal settlement to which the former Plan participant would have
been entitled under Article 26 of the Regulations of the Pension Plan, upon
separation from the service of the WTO.
(b) On the basis of the amount determined in  this way the former Plan participant is
credited with years of pensionable service calculated in accordance with instruction
12. 1/1 of the Regulations governing the Pension Scheme.
(c) As a result of the transfer carried out as laid down in this Article, the former Plan
participant and persons entitled under him renounce all other rights to benefits underthe Pension Plan.WT/L/513
Page 16
ARTICLE 3
TRANSFER FROM THE PENSION SCHEME
3.1 A former Scheme participant who has received no benefit under the Pension Scheme other
than that referred to in Article 11 of the Regulations of the Pension Scheme and who becomes
a Plan participant may choose to transfer his pension rights to the Pension Plan, the procedure
being as follows:
(a) The application must be made in writing to the Secretary of the Pension Plan within
twelve months of the date of commencement of his participation in the Pension Plan.
A copy of the application must be sent to the Pension Scheme.
(b) The Secretary of the Pension Plan then sends the Plan participant a written estimate
of the number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 3.2(b).
(c) The Plan participant submits a written application to the Secretary of the Pension Plan
to transfer his pension rights within twelve months of the commencement of his
participation in the Pension Plan, or within one month of receiving the written
estimate referred to above, whichever is the later.
3.2 If the Plan participant concerned exercises this right:
(a) The Pension Scheme, with the agreement of the former Scheme participant, pays the
Pension Plan, in respect of the former Scheme participant:
(i) the actuarial equivalent of the retirement pension rights in the Pension
Scheme, calculated on the date of his departure from the Organization on the
basis of his age and the salary scale in force at the time he opted for transfer,
or, in the absence of such entitlements,
(ii) in the case that the former staff member has not received it, the total amount
to which he is entitled pursuant to Article 11 of the Regulations governing thePension Scheme on leaving the employment of the Organization; if the
former staff member has already received this amount, it is for him to
undertake this payment himself
(b) On the basis of the amount determined in this way the former Scheme participant is
credited with years of contributory service with the Pension Plan, as calculated in
accordance with Articles 2(a) and 8 of the Regulations of the Pension Plan at the date
of receipt of payment.
(c) As a result of the transfer carried out under the conditions laid down in this Article,
the former Scheme participant and persons entitled under him renounce all other
rights to benefits under the Pension Scheme.WT/L/513
Page 17
ARTICLE 4
TRANSITIONAL PROVISIONS
4.1 Plan participants and Scheme participants w ho commenced their participation in the Pension
Plan or Pension Scheme, respectively, before the date of notification of this agreement, after
ceasing their participation in the Pension Scheme or Pension Plan, may apply, within twelve
months of the date of notification for the transfer of pension rights acquired with the Pension
Scheme or Pension Plan.
4.2 In the case of a transfer from the Pension Scheme, the actuarial equivalent is calculated on the
date of departure from the Organization, on the basis of the former staff member’s age at that
date, and the salary scale in force at the time he opted for transfer.
ARTICLE 5
IMPLEMENTATION OF THE AGREEMENT
5.1 The Pension Plan and the Pension Scheme shall take appropriate measures and make the
necessary arrangements for the implementation of this agreement and to resolve any problemswhich might arise from applying these provisions to individual cases.
ARTICLE 6
DATE OF THE AGREEMENT
6.1 This agreement shall enter into force on 1 January 2003 and shall remain in effect until
amended or set aside by mutual written consent of the parties to the agreement or set aside on
expiry of period of notice of at least one year se rved in writing by one or other of the parties.
IN WITNESS WHEREOF  this agreement was signed
in Geneva in [ ]
on [ ] on [ ]
For the WTO Pension Plan For the NATO
________________________________ _____________________________
Chairman, WTOPP Management Board
________________________________ _____________________________
Secretary, WTO Pension PlanWT/L/513
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Annex 5
AGREEMENT ON THE TRANSFER OF PENSION RIGHTS BETWEEN
THE PENSION PLAN OF THE WORLD TRADE ORGANIZATION AND
THE PENSION SCHEME OF THE WESTERN EUROPEAN UNION
WHEREAS , pursuant to the policy of public international organizations to facilitate staff exchanges,
it is desirable to ensure the continuity of the pension rights of officials transferring between theseorganizations,
WHEREAS  the Regulations of the Pension Plan of the World Trade Organization and the Pension
Scheme of the Coordinated Organizations provide for the possibility of entering into such agreements
with other international organizations and with the governments of the Members and Member Stateswith a view to ensuring the transf er and continuity of such rights,
IT HAS BEEN AGREED as follows:
ARTICLE 1
DEFINITIONS
1.1 For the purposes of this Agreement:
(a) “Organization” means the Coordinated Organization signatory to the Agreement;
(b) “Pension Plan” means the Pension Plan of the World Trade Organization (WTO);
(c) “Pension Scheme” means the Pension Sc heme of the Coordinated Organizations
which applies specifically to the Organization;
(d) “Plan participant” means a participant in the Pension Plan;
(e) “Scheme participant” means a participant in the Pension Scheme;
1.2 Except where defined differently below, the terms and expressions used in the Regulations of
the Pension Plan and Pension Scheme have the same meaning in this Agreement.
1.3 Where reference is made to the masculine gender in this Agreement, it is intended also to
refer to the female gender, except where obviously precluded by the context.WT/L/513
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ARTICLE 2
TRANSFER FROM THE PENSION PLAN
2.1 A former Plan participant who has deferred his choice of benefit under Article 27 of the
Regulations of the Pension Plan and becomes a Scheme participant may choose to transfer his
pension rights to the Pension Scheme, the procedure being as follows:
(a) The Scheme participant informs the Pension Scheme in writing of his intention to
transfer his pension rights within six months of the date on which he joined the staff.
A copy of his application must be sent  to the Secretary of the Pension Plan.
(b) An application may be made only if the Pension Plan was the last scheme to which
the Scheme participant was affiliated before his recruitment by the Organization.
(c) The Pension Scheme then sends the Scheme participant a written estimate of the
number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 2.2(b).
(d) The Scheme participant submits a written application to the Pension Scheme to
transfer his pension rights within six months of the notification of confirmation of his
appointment, or within one month of receiving the written estimate referred to above,whichever is the later.
2.2 If the Scheme participant concerned exercises this right:
(a) The Pension Plan, with the agreement of the former Plan participant, pays the Pension
Scheme an amount equal to the larger of
(i) The equivalent actuarial value, calculated on the date that his participation in
the Pension Plan ceased  in accordance with Articles 2(a) and 8 of the
Regulations of the Pension Plan, of the retirement benefit which the former
Plan participant had accrued in the Pension Plan based on the contributory
service and final average remuneration up to that date;
(ii) The withdrawal settlement to which the former Plan participant would have
been entitled under Article 26 of the Regulations of the Pension Plan, upon
separation from the service of the WTO.
(b) On the basis of the amount determined in  this way the former Plan participant is
credited with years of pensionable service calculated in accordance with instruction
12. 1/1 of the Regulations governing the Pension Scheme.
(c) As a result of the transfer carried out as laid down in this Article, the former Plan
participant and persons entitled under him renounce all other rights to benefits underthe Pension Plan.WT/L/513
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ARTICLE 3
TRANSFER FROM THE PENSION SCHEME
3.1 A former Scheme participant who has received no benefit under the Pension Scheme other
than that referred to in Article 11 of the Regulations of the Pension Scheme and who becomes
a Plan participant may choose to transfer his pension rights to the Pension Plan, the procedure
being as follows:
(a) The application must be made in writing to the Secretary of the Pension Plan within
twelve months of the date of commencement of his participation in the Pension Plan.
A copy of the application must be sent to the Pension Scheme.
(b) The Secretary of the Pension Plan then sends the Plan participant a written estimate
of the number of years of pensionable service which can be taken into account in
accordance with the formula set out in Article 3.2(b).
(c) The Plan participant submits a written application to the Secretary of the Pension Plan
to transfer his pension rights within twelve months of the commencement of his
participation in the Pension Plan, or within one month of receiving the written
estimate referred to above, whichever is the later
3.2 If the Plan participant concerned exercises this right:
(a) The Pension Scheme, with the agreement of the former Scheme participant, pays the
Pension Plan, in respect of the former Scheme participant:
(i) the actuarial equivalent of the retirement pension rights in the Pension
Scheme, calculated on the date of his departure from the Organization on the
basis of his age and the salary scale in force at the time he opted for transfer,
or, in the absence of such entitlements,
(ii) in the case that the former staff member has not received it, the total amount
to which he is entitled pursuant to Article 11 of the Regulations governing thePension Scheme on leaving the employment of the Organization; if the
former staff member has already received this amount, it is for him to
undertake this payment himself.
(b) On the basis of the amount determined in this way the former Scheme participant is
credited with years of contributory service with the Pension Plan, as calculated in
accordance with Articles 2(a) and 8 of the Regulations of the Pension Plan at the date
of receipt of payment.
(c) As a result of the transfer carried out under the conditions laid down in this Article,
the former Scheme participant and persons entitled under him renounce all other
rights to benefits under the Pension Scheme.WT/L/513
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ARTICLE 4
TRANSITIONAL PROVISIONS
4.1 Plan participants and Scheme participants w ho commenced their participation in the Pension
Plan or Pension Scheme, respectively, before the date of notification of this agreement, after
ceasing their participation in the Pension Scheme or Pension Plan, may apply, within twelve
months of the date of notification for the transfer of pension rights acquired with the Pension
Scheme or Pension Plan.
4.2 In the case of a transfer from the Pension Scheme, the actuarial equivalent is calculated on the
date of departure from the Organization, on the basis of the former staff member’s age at that
date, and the salary scale in force at the time he opted for transfer.
ARTICLE 5
IMPLEMENTATION OF THE AGREEMENT
5.1 The Pension Plan and the Pension Scheme shall take appropriate measures and make the
necessary arrangements for the implementation of this agreement and to resolve any problems
which might arise from applying these provisions to individual cases.
ARTICLE 6
DATE OF THE AGREEMENT
6.1 This agreement shall enter into force on 1 January 2003 and shall remain in effect until
amended or set aside by mutual written consent of the parties to the agreement or set aside on
expiry of period of notice of at least one year se rved in writing by one or other of the parties.
IN WITNESS WHEREOF  this agreement was signed
in Geneva in [ ]
on [ ] on [ ]
For the WTO Pension Plan For the Western European Union
________________________________ _____________________________
Chairman, WTOPP Management Board
________________________________ _____________________________
Secretary, WTO Pension Plan
__________