File Listing

2017 Salary Report for Carleton University

2018 Salary Report for Carleton University

2020 Salary Disclosure Report for Carleton University

Academic Management – Benefits at a Glance

Academic Management Benefit Booklet

Administrative Management and Executive- Retiree Benefits at a Glance

Administrative Technical Exempt – Retiree Benefits at a Glance

Administrative Technical Exempt Benefit Booklet

Administrative Technical Exempt Employees – Benefits at a Glance

Administrative Technical Exempt Retirees Benefits Booklet

Assure Card Claim Form

Submit this form for prescription drug claims.

Beneficiary Nomination Form

Change your beneficiaries for Group Life Insurance

CanadaLife drug purchasing options

Career Development Fund Application Form

The Career Development Fund is available to assist employees who wish to pursue training associated with career development objectives.

CI Professional Development Fund Application

Professional Development Fund Application Form for Contract Instructors

Contract Instructor Tuition Waiver

Application to waive tuition fees for Contract Instructors

CUASA – 2014 to 2017

May 1, 2014 - Apr 30, 2017

CUASA – 2017 to 2021

May 1, 2017 - April 30, 2021

CUASA – Benefits at a Glance

CUASA – Retiree Benefit Booklet

CUASA – Retiree Benefits at a Glance

CUASA Benefit Booklet

CUASA Exempt – Retiree Benefits at a Glance

CUPE 2424 – Benefits at a Glance

CUPE 2424 – Retiree Benefit Booklet

CUPE 2424 – Retiree Benefits at a Glance

CUPE 2424 Benefit Booklet

CUPE 2424 Collective Agreement

Jul 1, 2020 to Jun 30, 2023

CUPE 3778 – Benefits at a Glance

CUPE 3778 – Retiree Benefit Booklet

CUPE 3778 – Retiree Benefits at a Glance

CUPE 3778 Benefit Booklet

CUPE 3778 Collective Agreement

April 1, 2018 to March 31, 2021

CUPE 4600 Unit 1 – Sept 01, 2019 to Aug 31, 2022

Sept 1, 2019 to Aug 31, 2022

CUPE 4600 Unit 2 – 2016 to 2019

September 1, 2016 to August 31, 2019

CUPE 4600 Unit 2 – 2019 to 2022

Sept 1, 2019 to Aug 31, 2022

CUPE 910 – Benefits at a Glance

CUPE 910 – Retiree Benefit Booklet

CUPE 910 – Retiree Benefits at a Glance

CUPE 910 Benefit Booklet

CUPE 910 Collective Agreement

January 1, 2018 to December 31, 2020

Dental Claim Form

Early Payment Application

Completion of the Early Payment Application is required for Career Development Fund participants who wish to be reimbursed at the beginning, rather than at the end of their program.

Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form)

Employees 65 years of age but under 70, receiving a Canada Pension Plan (CPP) or Quebec Pension Plan retirement pension, & are making or need to make CPP contributions or would like to start again.

Employee & Family Assistance Program

Employee and Family Assistance Program Brochure

Employee Information Form

Evidence of Insurability

This form is used in addition to the Group Coverage Change form when you are a late applicant for health, dental, or optional life insurance, or when you want to increase your optional life insurance

Global Medical Assistance

If you are a dependent of an employee enrolled in Extended Health Care, emergency travel insurance is available to you.

Grant Employee Benefit Booklet

Grant Employee Retiree Benefits Booklet

Grant Employees – Benefits at a Glance

Group Coverage Change Form

This form is used to submit a change (i.e. additional of spousal/dependent information) to your Group Coverage with Canada Life. Please sign and submit to a Benefits Specialist.

Group RRSP – English Tip Sheet

Health Care Partnership

Health Care Partnership: Pharmacy List

Healthcare Expenses Statement

This form is used for extended health claims (including eye exams) covered under your plan

Historical Pension Fund Rates

Leave of Absence Request Form

Fill out this form and submit it to your manager, with a copy to the Assistant Vice-President, Human Resources.

Leave Reporting Process Guide – Banner 9

Step by step guide on how to submit/approve leave information in Banner 9

Legislated Leave Request Form

Fill out this form and submit it to your manager, with a copy to the Assistant Vice-President, Human Resources.

Letter of Resignation Template (Professional Services)

Letter of Resignation template for professional services staff. Academics/Faculty can submit their retirement notification at https://i.carleton.ca/provost/retirement-and-resignation-form/

Locked-In Transfer Agreement

Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact Pension Services for more information. Transfers are only applicable prior to your Normal Retirement Date.

Maternity/Parental Leave Request Form

Fill out this form and submit it to your manager.

Monthly Leave Report

This leave report should be opened in a PDF viewer, and filled/submitted to your manager every month (for CUPE 2424, Administrative-Technical Exempt, Administrative Management, and Executive Groups).

New Employee Information Brochure

Non Union – Benefits at at Glance

Non-Union Benefits Booklet

Non-Union Retirees Benefits Booklet

Notice of Retirement – Template (Professional Staff)

Notice of Retirement template for professional services staff. Academics/Faculty can submit their retirement notification at https://i.carleton.ca/provost/retirement-and-resignation-form/

Notice of Retirement/Resignation (Faculty)

Resignation and Retirement Form for Faculty

OPSEU 404 – Benefits at a Glance

OPSEU 404 Benefit Booklet

OPSEU Collective Agreement

Represents Special Constables, Dispatchers, and Safety staff in the Department of University Safety. June 1, 2017 to May 31, 2021

Optional Life Insurance – Trustee Appointment Form

Assign a trustee for optional life insurance when your beneficiary is a minor or lacks legal capacity. Return to the Benefits Specialist when complete.

Out of Country Authorization and Release Form

Submit this and the 'Out of Country Claim Form' to claim out-of-country medical expenses

Out of Country Claim Form

Submit this and the 'Out of Country Authorization and Release Form' to claim out-of-country medical expenses

Pension Beneficiary Form

Update/change your Pension Beneficiaries. Contact a Pension Specialist if you require assistance.

Pension Election Form

Post Doctoral Fellows Benefits Booklet

Postdoctoral Fellows – Benefits at a Glance

Prepare for a Vacation Outside Canada

Travelling outside Canada? Know what type of travel insurance coverage you have, who to call in case of a medical emergency, and how to make a claim for any out-of-pocket emergency medical expenses.

PSAC 77000 – 2018 to 2022

May 1, 2018 to April 30, 2022

Retirement Checklist

Retirement checklist to guide you through the process of your last six months before retirement.

Retirement Plan Enrolment Declaration

Retirement Planner User Guide

RPP Transfer Agreement

For transferring out of the Carleton University Retirement Plan to a new employer. Contact Pension Services for more information. Transfers are only applicable prior to your Normal Retirement Date.

Safety (University Security) Retiree (on or after Oct 1, 2002) Benefits Booklet

Spousal Content to a Transfer to a Life Income Fund

Spousal consent form required for a transfer of locked-in pension funds to a Life Income Fund. Return to Pension Services when complete.

Spousal Pension Adjustment

T2033 Direct Transfer Under Subsection 146.3(14.1) or 146(21), or Paragraph 146(16)(a) or 146.3(2)(e)

Government document to transfer in your RRSP to the Carleton University Retirement Plan. Return to Pension Services when complete.

T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3

Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Norma Retirement Date. Return to Pension Services when complete.

TD1 – Federal (2021)

TD1 Worksheet

TD1ON – Provincial (2021)

Submit this form to human resources to update your provincial tax claims each year.

TD1ON Worksheet

Termination Election Form

Used by terminating employees to elect an option for their retirement assets.

Total Seniority Points

Updated February 2021. Updates at the end of the second month of each term. Adjusts for periods of 24 months where no duties were performed and seniority ceased (count resets to '0').

Travel Assistance

Tuition Waiver Application (Online Submission)

The online submission form is published on Carleton's intranet and can only be accessed by current employees

Tuition Waiver Application (PDF)

Note: Open this file in a PDF viewer (Adobe/Foxit) to access the digital signature feature.

U.S. Direct Deposit Request Form

Direct deposit for U.S. Residents

University Safety – Retiree Benefits at a Glance

Visioncare Claim Form

Visiting Scholars – Benefits at a Glance

Waiver of Joint & Survivor Pension

Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete.

Waiver of Pre-Retirement Death Benefit

Your spouse fills this form out if they choose to waive their pension death benefits. Return to Pension Services when complete.