Plan Forms
Browse and download all Plan forms here. Unless otherwise stated, all forms must be mailed to the Plan Administrator.
Leaving the Plan
CRA T2151 Direct Transfer
This form is required by the CRA when transferring the commuted value of your pension into another account or plan.
CRA T2151 Direct Transfer
This form is required by the CRA when transferring the commuted value of your pension into another account or plan.
Superintendents List of Financial Institutions
Refer to this list of institutions offering locked-in pension plans when completing your forms
Superintendents List of Financial Institutions
Refer to this list of institutions offering locked-in pension plans when completing your forms
Transfer to a Locked-in RRSP Declaration
Complete and file this form with the Plan Administrator when you are applying to transfer your Commuted Value out of the Plan and into a Locked-in Retirement Plan.
Transfer to a Locked-in RRSP Declaration
Complete and file this form with the Plan Administrator when you are applying to transfer your Commuted Value out of the Plan and into a Locked-in Retirement Plan.
Limited Members and Marriage Break-Ups
P1 - Claim and Request for Information and Notice
Former spouses to Plan members can use this form to claim an interest in their ex-spouses pension.
P1 - Claim and Request for Information and Notice
Former spouses to Plan members can use this form to claim an interest in their ex-spouses pension.
P2 - Request For Designation as a Limited Member
Spouses only - In the event of a separation or divorce, you must complete this form to request designation as a limited plan member and claim your pension entitlement (if applicable)
P2 - Request For Designation as a Limited Member
Spouses only - In the event of a separation or divorce, you must complete this form to request designation as a limited plan member and claim your pension entitlement (if applicable)
P4 - Request by Limited Member for Transfer or Separate Pension
This form is used by a limited member to choose how to receive a share of benefits under a defined benefit provision if the member is not yet receiving a pension.
P4 - Request by Limited Member for Transfer or Separate Pension
This form is used by a limited member to choose how to receive a share of benefits under a defined benefit provision if the member is not yet receiving a pension.
Pension Application
CRA TD1 BC Tax Credits Return
This form is to be completed during the pension application process to withhold the correct amount of tax on your monthly pension.
CRA TD1 BC Tax Credits Return
This form is to be completed during the pension application process to withhold the correct amount of tax on your monthly pension.
CRA TD1 BC Tax Credits Return
This form is to be completed during the pension application process to withhold the correct amount of tax on your monthly pension.
CRA TD1 Federal Tax Credits Return
This form is to be completed during the pension application process to withhold the correct amount of tax on your monthly pension.
CRA TD1 Federal Tax Credits Return
This form is to be completed during the pension application process to withhold the correct amount of tax on your monthly pension.
CRA TD1 Federal Tax Credits Return
This form is to be completed during the pension application process to withhold the correct amount of tax on your monthly pension.
Direct Deposit Authorization Form
Complete and file this form with the Plan Administrator any time you would like to establish payment via direct deposit.
Direct Deposit Authorization Form
Complete and file this form with the Plan Administrator any time you would like to establish payment via direct deposit.
Direct Deposit Authorization Form
Complete and file this form with the Plan Administrator any time you would like to establish payment via direct deposit.
Marital Status Declaration
This form is to be completed during the pension application process to declare any current or past spousal relationships. It is also used in the event of a divorce or separation.
Marital Status Declaration
This form is to be completed during the pension application process to declare any current or past spousal relationships. It is also used in the event of a divorce or separation.
Marital Status Declaration
This form is to be completed during the pension application process to declare any current or past spousal relationships. It is also used in the event of a divorce or separation.
Request a Pension Application Package
Request a Pension Application Package and notify the Plan administrator of your intent to retire.
Request a Pension Application Package
Request a Pension Application Package and notify the Plan administrator of your intent to retire.
Request a Pension Application Package
Request a Pension Application Package and notify the Plan administrator of your intent to retire.
Retirees
Blue Cross Retiree Enrollment Form
Retirees only - Complete and file this form with the Plan Administrator to sign-up for membership in the extended health and dental plan.
Blue Cross Retiree Enrollment Form
Retirees only - Complete and file this form with the Plan Administrator to sign-up for membership in the extended health and dental plan.
Spousal Waivers
Form 1 - Spouse's Waiver to Permit Unlocking
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to survivor benefits and permit the member/former member to withdraw benefits from the pension plan.
Form 1 - Spouse's Waiver to Permit Unlocking
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to survivor benefits and permit the member/former member to withdraw benefits from the pension plan.
Form 2 - Spouse's Waiver of JS60 and-or Beneficiary Rights After Payments Start
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to Right to a minimum 60% lifetime survivor's benefit.
Form 2 - Spouse's Waiver of JS60 and-or Beneficiary Rights After Payments Start
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to Right to a minimum 60% lifetime survivor's benefit.
Form 3 - Spouse's Consent to Transfer to a LIF or Establish a LIF Account
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to survivor benefits and permit the the member/former member to receive payments from a life income fund or LITB account.
Form 3 - Spouse's Consent to Transfer to a LIF or Establish a LIF Account
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to survivor benefits and permit the the member/former member to receive payments from a life income fund or LITB account.
Form 4 - Spouse's Waiver of Right to Benefit Before Payments Start
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to survivor benefits before pension payments start.
Form 4 - Spouse's Waiver of Right to Benefit Before Payments Start
Spouses only - Complete and file this form with the Plan Administrator to agree to waive your right to survivor benefits before pension payments start.
Form P7 - Withdrawal of Notice Waiver of Claim
Spouses only - Complete and file this form with the Plan Administrator to withdraw a previously submitted form or notice, or give up your claim to any benefits
Form P7 - Withdrawal of Notice Waiver of Claim
Spouses only - Complete and file this form with the Plan Administrator to withdraw a previously submitted form or notice, or give up your claim to any benefits
Other
Pre-Retirement Beneficiary Designation
Complete and file this form with the Plan Administrator to appoint or change your beneficiary to any pre-retirement death benefits.
Pre-Retirement Beneficiary Designation
Complete and file this form with the Plan Administrator to appoint or change your beneficiary to any pre-retirement death benefits.