Forms and Resources

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


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)


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


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


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




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)


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