Release Date
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Form 1:
This form is to accompany the filing of an application for registration of a
pension plan, or the filing of an amendment to the plan text or any plan related
document (74.9kb pdf) |
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Form 2:
Spouse's Waiver of Entitlements under a Pension Plan, an RRSP, a Life Annuity or a LIF
Contract (103kb pdf)
This form enables a spouse to waive the entitlements to a joint life pension. |
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Form 3:
Spouse’s Consent to Transfer Locked-In Pension Funds to a LIF or to Receive LIF Type Payments Directly from a Pension
Plan (100kb pdf)
The spouse must complete this form to allow
the pension plan member to transfer pension money into a life income fund (a "LIF"). |
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Form 4:
Spouse's Waiver of Preretirement Survivor Benefit
(98.1kb pdf)
This form enables a spouse to waive the
entitlement to the preretirement survivor benefit |
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Form 5:
Declaration of Commutable Amount (98.7kb pdf)
This form must be completed by
a person age 65 or older who wishes to commute all or a portion of his/her locked in pension. |
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Form 6:
Certificate of Non-Residency (97.6kb pdf)
This form must be completed
if a member or former member of a pension plan, or the owner of a locked-in RRSP or LIF, has ceased to be a resident
of Canada and wishes to transfer benefit entitlements out of Canada. |
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Annual Pension Reports and User Guide
Administrators are required to file annually with the Superintendent of Pensions returns containing
certain information about the pension plan. These returns are required to be filed within 180 days after the end of
each fiscal year of the plan (or within 60 days after the commencement of a winding up of the plan).
Please refer to the user guide for more information. |
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Application for Registration
This form is to be completed by a pension plan administrator that is required to apply for registration of a pension plan under section 14 of the PBSA. The completed application must be filed with the Superintendent of Pensions no later than 60 days after the establishment of a pension plan. |
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Application for Solvency Moratorium
Please refer to the instruction guide for more information about completing the Application for Solvency Moratorium . |
