Guides, bulletins, and forms

Guides, bulletins, and forms

Guides and bulletins

• Administrator's Guide:  Defined Contribution Plans
• Administrator's Guide:  Limited Liability Plans
• Administrator's Guide:  Pension Plan Terminations     
• Plan Member's Guide:  Understand Pension Basics
• Plan Member's Guide:  Retirement Options
• Phased Retirement Bulletin        
• Jurisdiction of Membership Bulletin
• Spousal Relationship Breakdown Bulletin
• Maintenance Enforcement Orders Bulletin
• Pension Plan Investments Bulletin
• Successor Employer Situations Bulletin
• Defined Benefit Plans - Funding Guide        
• Defined Benefit Plans - Actuarial Assumptions Bulletin       
• Defined Benefit Plans - Transfer Deficiencies Bulletin
• Defined Benefit Plans - Conversion Amendments  
• CAPSA Defined Contribution Pension Plan Retirement Guide
• Unlocking Pension Money Bulletin - November 2023

Guides and Information Sheets - Registration and Licensing System (RLS)

• Administrator's Guide - Pensions Division RLS Instruction Guide
• RLS Basics for Pension Plan Administrators
• RLS Data List - Application for Registraton
• RLS Data List - Annual Information Return
• RLS Data List - Actuarial Information
• RLS - Service Provider - One-Pager
• RLS - Administrator - General - One-Pager
• RLS - Administrator - AIR - One-Pager

Forms

• Form 0.1 - Spousal Waiver RE: Locked-in Retirement Account Beneficiary (LIRA)
• Form 1 - Spousal Consent RE: Transfer into a prescribed registered retirement income fund (pRRIF) 
• Form 1.1 - Spousal Consent RE: Transfer into a pRRIF from a pooled registered pension plan or a pooled retirement savings account
• Form 2 - Spousal Waiver RE: pRRIF Beneficiary   
• Form 2.01 - Spousal Consent RE: Transfer into a variable benefit account (VBA) 
• Form 2.02 - Spousal Waiver RE: VBA Beneficiary
• Form 2.1 - Spousal Waiver RE: Registered Pension Plan Pre-Retirement Survivor Benefit
• Form 3 - Spousal Waiver RE: Post-Retirement Survivor Benefit
• Form 4 - Certificate of Non-Residency
• Form 5 - Spousal Waiver RE:  Non-Residency Unlocking
• Financial Hardship Unlocking - Low Expected Income
• Financial Hardship Unlocking - Medical Expenses
• Financial Hardship Unlocking - Arrears on Rent Payments
• Financial Hardship Unlocking - Arrears on Mortgage Payments
• Financial Hardship Unlocking - Funds to Secure a New Principal Rental Residence
• Financial Hardship Unlocking - Spousal Waiver