Pensions: forms and documents
Collection of forms and documents for members and administrators of pension plans under provincial and federal pension standards legislation.
Forms
Prescribed forms for members and administrators of pension plans under provincial and federal pension standards legislation include:
- Form 01 - Application for Registration of Pension Plan (PDF)
- Form 02 - Annual Information Return (AIR) (PDF)
- Form 03 - Summary of Contributions (Plan Administrator) (PDF)
- Form 04 - Actuarial Information Summary (PDF)
- Form 05 - Request for Approval to Transfer Commuted Values or Purchase Annuities When Transfer Ratio Reduced (PDF)
- Form 06 - Spousal Waiver - Joint and Survivor Benefits (PDF)
- Form 07 - Spousal Waiver - Pre-retirement Death Benefit Under a Pension Plan) (PDF)
- Form 08 - Spousal Waiver of Death Benefit Under a LIRA or LIF (PDF)
- Form 09 - Spousal Consent Transfer to a LIF or to a Variable Benefit (PDF)
- Form 10 - Application for Temporary Income from a LIF (PDF)
- Form 11 - Withdrawal from LIRA or LIF (Life Expectancy, Non-residency, Small Amount at age 55 and Excess Amount Transferred) - 2025 (PDF)
- Form 12 - Financial Hardship Application (Withdrawal from LIRA or LIF) - 2025 (PDF)
- Form 13 - Spousal Request for Information (PDF)
- Form 14 - Request to become a Limited Member of a Pension Plan (PDF)
- Form 15 - Request by Spouse to Transfer Benefit (Pension Plan, LIRA or LIF) (PDF)
- Form 16 - Notice from Administrator Regarding Division of Pension Benefits (PDF)
- Form 17 - Information from Administrator (PDF)
- Form 18 - Joint Declaration - Period of Spousal Relationship (PDF)
- Form 19 - Joint Confirmation - No Division of Pension Entitlement (PDF)
- Form 20 - 50% Unlocking from Schedule 4A LIF (to be used after 1 April 2025) (PDF)
Documents and guides
Documents and guides provide resources for members and administrators of pension plans under provincial and federal pension standards legislation.
- Form 12 - Checklist for Financial Institutions (PDF)
- Form 12 - Guide for Financial Institutions (PDF)
- Pension Benefits Act - Annual Report (PDF)
- Pension Benefits Act - Understanding the Division of Benefits for Separating Spouses (PDF)