Forms directory

Transaction pages provide the background information you need to complete a task relating to your pension. Please use our transaction pages to help you complete required forms. This will help us process your request efficiently.


Form

 

Transaction page

Change of address (for active and retired members)
Posted: March 28, 2018

  Update your address in My Account

Change of beneficiary (for retired member)
Posted: April 18, 2018

 

How to change your beneficiary after retirement
Submit a form to change your beneficiary after retirement

Child rearing declaration
Posted: October 26, 2017

 

Apply for a child-rearing credit
Submit the Child-rearing declaration form

Declaration of change of name (first or middle name only)
Posted: June 29, 2017

 

Let us know if you change your name
Change your first or middle name offline

Direct deposit authorization (for retired member or beneficiary) (financial institutions within Canada)
Posted: March 12, 2018

  Update your bank account information offline

Form P1 (Division of pensions regulation, s.4 (a)) Claim and request for information and notice
Posted: August 16, 2017

  Submit a form to claim your pension share

Form P2 (Division of pensions regulation, s.4 (b)) Request for designation as limited member
Posted: August 16, 2017

  Become a limited member of the plan

Form P3 (Division of pensions regulation, s.4 (c)) Request for transfer from defined contribution account
Posted: August 18, 2017

   

Form P4 (Division of pensions regulation, s.4 (d)) Request by limited member for transfer or separate pension
Posted: August 21, 2017

  Pension and marital breakdowns: information for lawyers

Form P5 (Division of pensions regulation, s.4 (e)) Waiver of survivor benefits after pension commencement
Posted: August 18, 2017

  Pension and marital breakdowns: information for lawyers

Form P7 (Division of pensions regulation, s.4 (f)) Withdrawal of notice/waiver of claim
Posted: August 18, 2017

  Pension and marital breakdowns: information for lawyers

Form P8 (Division of pensions regulation, s. 6) Change of information
Posted: August 18, 2017

  Pension and marital breakdowns: information for lawyers

Form P9 (Division of pensions regulation, s. 1) Agreement to have benefits divided under part 6
Posted: August 18, 2017

  Submit a form to divide your pension

Nomination of beneficiary (for limited member)
Posted: August 3,  2017

  Submit a form to name a beneficiary (limited member)

Nomination of beneficiary (pre-retirement)
Posted: March 29, 2018

  Submit a form to name (or change) a beneficiary

Pension transfer application (appendix A - transfer information request and authorization)
Posted: January 26, 2018

  Apply to transfer pension service between plans

Purchase of service application package
Posted: November 6, 2017

  Submit the Purchase of service application package

Reinstatement of a refund request for cost
Posted: March 19, 2015

  Apply to reinstate a refund

Release of information authorization
Posted: August 2, 2017

  Authorize release of pension information

Release of information authorization (for retired member)
Posted: August 2, 2017

  Authorize release of pension information

RRSP transfer
Posted: August 30, 2017

  Apply to transfer pension service between plans

Spousal declaration
Posted: September 20, 2018

   

U.S. direct deposit authorization form
Posted: July 6, 2017

  Apply for direct deposit to a U.S. bank account
 

External Forms

Spouse's waiver of 60% lifetime survivor's benefit and/or beneficiary rights from a pension plan or annuity after payments start - This is a link to the Financial Institutions Commission website.
Posted: October 03, 2005

  Waive your spousal beneficiary rights to a pension
Spouse's waiver of beneficiary right to benefits in a pension plan, locked-in retirement account, life income fund or annuity before pension or annuity payments start - This is a link to the Financial Institutions Commission website.
Posted: June 20, 2012
  Waive or reduce your right to a survivor's benefit at retirement