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  • Welcome to Carleton
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    • Benefits Plans & Details
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2017 Salary Report for Carleton University

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2018 Salary Report for Carleton University

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2020 Salary Disclosure Report for Carleton University

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Academic Management – Benefits at a Glance

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Academic Management Benefit Booklet

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Administrative Management and Executive- Retiree Benefits at a Glance

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Administrative Technical Exempt – Retiree Benefits at a Glance

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Administrative Technical Exempt Benefit Booklet

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Administrative Technical Exempt Employees – Benefits at a Glance

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Administrative Technical Exempt Retirees Benefits Booklet

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Assure Card Claim Form

Submit this form for prescription drug claims.

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Beneficiary Nomination Form

Change your beneficiaries for Group Life Insurance

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CanadaLife drug purchasing options

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Career Development Fund Application Form

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

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CI Professional Development Fund Application

Professional Development Fund Application Form for Contract Instructors

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Contract Instructor Tuition Waiver

Application to waive tuition fees for Contract Instructors

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CUASA – 2014 to 2017

May 1, 2014 - Apr 30, 2017

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CUASA – 2017 to 2021

May 1, 2017 - April 30, 2021

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CUASA – Benefits at a Glance

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CUASA – Retiree Benefit Booklet

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CUASA – Retiree Benefits at a Glance

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CUASA Benefit Booklet

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CUASA Exempt – Retiree Benefits at a Glance

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CUPE 2424 – Benefits at a Glance

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CUPE 2424 – Retiree Benefit Booklet

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CUPE 2424 – Retiree Benefits at a Glance

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CUPE 2424 Benefit Booklet

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CUPE 2424 Collective Agreement

Jul 1, 2020 to Jun 30, 2023

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CUPE 3778 – Benefits at a Glance

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CUPE 3778 – Retiree Benefit Booklet

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CUPE 3778 – Retiree Benefits at a Glance

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CUPE 3778 Benefit Booklet

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CUPE 3778 Collective Agreement

April 1, 2018 to March 31, 2021

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

Sept 1, 2019 to Aug 31, 2022

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CUPE 4600 Unit 2 – 2016 to 2019

September 1, 2016 to August 31, 2019

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CUPE 4600 Unit 2 – 2019 to 2022

Sept 1, 2019 to Aug 31, 2022

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CUPE 910 – Benefits at a Glance

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CUPE 910 – Retiree Benefit Booklet

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CUPE 910 – Retiree Benefits at a Glance

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CUPE 910 Benefit Booklet

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CUPE 910 Collective Agreement

January 1, 2018 to December 31, 2020

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Dental Claim Form

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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.

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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.

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Employee & Family Assistance Program

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Employee and Family Assistance Program Brochure

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Employee Information Form

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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

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Global Medical Assistance

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

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Grant Employee Benefit Booklet

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Grant Employee Retiree Benefits Booklet

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Grant Employees – Benefits at a Glance

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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.

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Group RRSP – English Tip Sheet

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Health Care Partnership

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Health Care Partnership: Pharmacy List

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Healthcare Expenses Statement

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

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Historical Pension Fund Rates

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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.

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Leave Reporting Process Guide – Banner 9

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

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Legislated Leave Request Form

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

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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/

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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.

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Maternity/Parental Leave Request Form

Fill out this form and submit it to your manager.

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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).

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New Employee Information Brochure

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Non Union – Benefits at at Glance

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Non-Union Benefits Booklet

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Non-Union Retirees Benefits Booklet

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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/

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Notice of Retirement/Resignation (Faculty)

Resignation and Retirement Form for Faculty

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OPSEU 404 – Benefits at a Glance

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OPSEU 404 Benefit Booklet

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OPSEU Collective Agreement

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

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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.

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Out of Country Authorization and Release Form

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

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Out of Country Claim Form

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

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Pension Beneficiary Form

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

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Pension Election Form

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Post Doctoral Fellows Benefits Booklet

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Postdoctoral Fellows – Benefits at a Glance

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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.

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PSAC 77000 – 2018 to 2022

May 1, 2018 to April 30, 2022

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Retirement Checklist

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

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Retirement Plan Enrolment Declaration

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Retirement Planner User Guide

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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.

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

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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.

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Spousal Pension Adjustment

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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.

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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.

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TD1 – Federal (2021)

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TD1 Worksheet

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TD1ON – Provincial (2021)

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

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TD1ON Worksheet

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Termination Election Form

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

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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').

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Travel Assistance

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Tuition Waiver Application (Online Submission)

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

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Tuition Waiver Application (PDF)

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

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U.S. Direct Deposit Request Form

Direct deposit for U.S. Residents

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University Safety – Retiree Benefits at a Glance

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Visioncare Claim Form

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Visiting Scholars – Benefits at a Glance

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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.

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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.

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    • Education Benefits
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    • Employee Discounts
    • Employee Purchase Loan Programs
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    • University Holidays
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  • Labour Relations
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