Small | Medium | Large
Forms > Pension Plan Forms
     

Using our forms is easy: click on the link to download the form you want, then print it, fill it out and send it in according to the instructions on the form.

If you cannot find the form you need, contact us and we will send you a copy. We will be adding to these forms as more become available.

  Change of Address Form
Complete and submit this form if you wish to notify the Plan of your change of address.

  Change of Pension Beneficiary
Change the beneficiary for your pension benefits

  Retirement Request Form
To request a retirement package

  Direct Deposit Application Form
Complete and submit this form if you wish to have your pension payment deposited directly into your bank account.

  Spouse's Waiver of Entitlements
Complete and submit this form if you wish to waive your right for entitlement under a pension plan.

  Personal Tax Credit Return
If you have a new employer or payer and you will receive salary, wages, commissions, pensions, Employment Insurance benefits, or any other remuneration., visit this Canada Revenue Agency site to download the current year Personal Tax Credit Return form.

  British Columbia Personal Tax Credits Return
If you have not provided a BC TD1 form to your employer or payer, or if there has been a change in your entitlement to tax credits, visit this Canada Revenue Agency site to download the BC Personal Tax Credits Return.