Pensions and marital breakdowns: information for lawyers

Lawyers are often asked to advise clients about dividing a pension benefit between a plan member and a former spouse. Learn more about the information and documents we need to administer a pension following a relationship breakdown.

1. A checklist of what you need to do

3. Estimate the value of the plan member’s pension

5. Submit proof-of-age documents

7. Review of documents

2. Submit authorization to release information

4. Draft and submit a separation agreement for pension division

6. Submit other applicable forms

8. Questions? Contact us

Submit authorization to release information

We require authorization to release information about a plan member’s pension account to a third party. This authorization can be provided in one of two ways:

A former spouse of a plan member can submit Form P1 Claim and request for information and notice to the plan
The plan member can submit their authorization in a written letter to the plan