Forms and Resources
Members

Forms and Resources

Pension Forms

Direct Deposit Authorization  - Canadian Financial Institutions

Direct Deposit Authorization  -  Non-Canadian Financial Institutions

Notice of Re-employment

Waiver of Pre-retirement Death Benefit

top

Termination Forms

T2151 Direct Transfer of a Single Amount under Subsection 147(19)
or Section 147.3

Locking-in Agreement (transfers to a RPP/RSP)

top

General Forms

Beneficiary Designation Form

Change of Information Form - LPF Member

Pension Plan Enrollment Card

Privacy Authorization and Release Form

Reciprocal Agreement “Money Follows the Worker”

Service Canada Authorization Release Form

Workplace Safety and Insurance Board Authorization Form

top

Marriage Breakdown Forms

Application for Family Law Value - Form 1

Joint Declaration of Period of Spousal Relationship - Form 2

Contact Person Authorization - Form 3

Application to Transfer the Family Law Value - Form 5

No Division of Family Law Value/Pension Assets - Form 7

Instructions:

Form 1, Form 2, Form 3, Form 5, Form 7

 

top

Resources

Canada Revenue Agency (CRA)

Canada Pension Plan (CPP)

Government of Canada

Financial Services Commission of Ontario

Retirement Planning Association of Canada

Quebec Pension Plan (QPP)

top

Forms should open automatically in your browser. If it does not open, you may need to download the current version of Adobe Reader. You can get this free program by clicking on the "Get Adobe Reader" button below: