Canadian Pension Forms
Employee Application Form
The Employee Application Form is used to enroll new employees who are eligible to participate the pension plan. The employer completes the information on the reverse side.
Change of Beneficiary Form
Complete a Change of Beneficiary Form if you have recently been married or widowed. If your marital status has changed due to a divorce, complete a Declaration of Marital Status form.
Retirement Application Forms
Between 25 and 90 days prior to the date of your first retirement benefit payment, complete and send in the Application for Retirement Benefits form and the Declaration of Marital Status form. Both forms must be completed and received before benefits can begin. Benefit payments are made on the 25th of the month.
Complete the direct deposit form to deposit your payment directly into your bank account. Canada Customs and Revenue Agency requires that Pension retirement income be treated as wages for income tax withholding purposes. You must complete and submit a Personal Tax Credit Form (Form TD1). Income tax will be deducted from each pension payment and paid directly to the government by the Canadian Christian School Pension Plan and Trust Fund. For instructions, read the Canada Customs and Revenue Agency Personal Tax Credits Return letter.
Declaration of Marital Status Form
The Declaration of Marital Status Form is used if your marital status has changed due to a divorce. This form is also completed when applying for retirement benefits.
Election of Contribution Continuance While on Maternity/Parental Leave
A person who is on a Maternity Leave or Parental Leave as determined by the employer, must complete an Election of Contribution Continuance While on Maternity/Parental Leave form in order to make contributions to the Plan during the period of the maternity Leave or Parental Leave.
Cash Refund Forms
These forms are used by participants who are no longer contributing to the Plan through a participating employer.
Application for a Cash Refund or Transfer of Funds – Non-Vested Employee This form is to be used by a participant with less than 2 years of service in the Plan.
Application for a Cash Refund or Transfer of Funds – Vested Employee. This form is to be used by a participant with 2 or more years of service in the Plan.
Declaration of Transfer for Locked-In Retirement Account. This form must be completed in addition to the application form for all cash transfers to locked-in retirement accounts. Click on the applicable form for the province you were employed in:
- Alberta – Locked-In Retirement Account Form
- British Columbia – Declaration of Transfer of Funds to a Locked-In RRSP
- Manitoba – Locked in Retirement Account Form
- Ontario – Transfer to Locked in RRSP
Direct Transfer of a Single Amount – Canada Customs and Revenue Agency T2151 E.
This form must be completed for all amounts transferred to another Registered Retirement Savings Plan, whether the inactive participant is vested or non-vested.
