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Forms & Resources
FORMS
Application for Pension Benefit (English)
Application for Pension Benefit (French)
Application for Disability Pension (English)
Application for Disability Pension (French)
Application for Spouse’s Pre-Retirement Death Benefit (English)
Application for Non-Spouse Survivor’s Pre-Retirement Death Benefit (English)
Application for Termination Benefit (English)
Application for Termination Benefit (French)
Application to Withdraw the Commuted Value Due To Shortened Life Expectancy (English)
Application to Withdraw the Commuted Value Due To Shortened Life Expectancy (French)
Beneficiary Designation Form
Member Personal Information Change Form
Pension Plan Enrollment Card
Privacy Authorization and Release Form
Reciprocal Agreement “Money Follows the Worker”
Service Canada Authorization Form
T2151 – Direct Transfer of a Single Amount under Subsection 147(19)
or Section 147.3
Waiver of Joint and Survivor Pension (for pension applicants)
Waiver of Pre-Retirement Death Benefit
Workplace safety and Insurance Board (WSIB) Authorization Form
Marriage Breakdown Forms
Application for a Family Law Value- Form 1
Joint Declaration of Period of Spousal Relationship-Form 2
Contact Person Authorization – Form 3
No Division of Family Law Value/Pension Assets – Form 7
Application to Transfer the Family Value – Form 5
Instructions
RESOURCES
LPF Summary Plan Description
Canada Revenue Agency (CRA)
Canada Pension Plan (CPP)
Service Canada
Financial Services Commission of Ontario
Retirement Planning Association of Canada
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