Christian Schools International

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.

Employee Application Form -

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.

Change of Beneficiary Form - Used if you have been recently married or widowed. If your marital status has been changed due to a divorce, include the Declaration of Marital Status form.

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.

Application for Retirement Benefits -
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.

Declaration of Marital Status -
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.

Retiree Future Employment Acknowledgement Document -
Each prospective retiree who will be 70 years old or younger at retirement is required to complete and submit a copyof this form governing future reemployment in CSI member schools. For reference, see the Plan’s Suspension of Benefits General Provisions and Limitations.

Direct Deposit Form -
Monthly pension payments can be deposited directly into a retiree’s bank account to avoid the delays in the postal system.

Personal Tax Credit Form (TD1) - Used when retiring.
Canada Customs and Revenue Agency requires that Pension retirement income be treated as wages for income tax withholding purposes. A retiree is required to submit a completed tax credits form (Form TD1). Please check for the latest version of form TD1 by Clicking Here. 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. The Canada Customs and Revenue Agency Person Tax Credits Return letter can be referenced for instructions.

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.

Declaration of Marital Status - Used if your marital status has changed due to divorce.

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.

Election of Contribution Continuance While on Maternity/Parental Leave - Used by a person who is on a maternity or parental leave as determined by the employer.

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:

Application for a Cash Refund or Transfer of Funds - Non-Vested Employee - Used by participants who are no longer contributing to the Plan through a participating employer.

Application for a Cash Refund or Transfer of Funds - Vested Employee - Used by participants who are no longer contributing to the Plan through a participating employer.

Alberta - Locked-In Retirement Account Form - Used by participants who are no longer contributing to the Plan through a participating employer.

British Colombia - Declaration of Transfer of Funds to a Locked-In RRSP - Used by participants who are no longer contributing to the Plan through a participating employer.

Manitoba - Locked-In Retirement Account Form - Used by participants who are no longer contributing to the Plan through a participating employer.

Ontario - Transfer to Locked-In RRSP - Used by participants who are no longer contributing to the Plan through a participating employer.
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.