Cash Refund Forms
These forms are used by participants who are no longer contributing to the plan through a participating employer.
The Application for a Cash Refund or Transfer of Funds - Non-Vested Employee form is to be used by a participant with less than two years of service in the plan who terminated prior to July 1, 2012.
The Application for a Cash Refund or Transfer of Funds - Vested Employee form is to be used by a participant with two or more years of service in the plan or who worked for a participating school on July 1, 2012, or later.
Additional forms may be needed:
Employee Application Form
Used to enroll new, eligible employees in the pension plan.
The Employee Application form is used to enroll new employees who are eligible to participate in the pension plan. The employer completes the information on the reverse side.
Participant Change Form
Complete a Participant Change 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.
Prescribed Statuatory Leave
A person who is on a prescribed statutory leave (including maternity/parental leave, compassionate care leave, or emergency leave) as determined by the employer, must complete an Election of Contribution Continuance while on Prescribed Statutory Leave form.
- Used by a person who is on a prescribed statutory leave as determined by the employer.
Election of Contribution Continuance while on Prescribed Statutory Leave - Ontario
Election of Contribution Continuance while on Prescribed Statutory Leave - Non-Ontario
Retirement Application Forms
Application forms must be completed and received between 25 and 90 days prior to the date a retiree’s payments begin. Benefit payments are made on or before the 25th of each month.
This document is the basic retirement application used to select the form of payment for a retiree’s lifetime benefit. A retiree’s spouse or beneficiary will be provided for based on the option chosen.
Federal pension laws regulating the plan require that every retiring participant must complete a Declaration of Marital Status form to certify whether or not his/her pension is assigned as a result of a marriage breakdown.
Each prospective retiree who will be 70 years old or younger at retirement is required to complete and submit a copy of this form governing future reemployment in our member schools. For reference, see the plan’s Suspension of Benefits General Provisions and Limitations.
Monthly pension payments can be deposited directly into a retiree’s bank account to avoid the delays in the postal system.