View PDF Document type: PDF 2017 Salary Report for Carleton University View PDF Document type: PDF 2018 Salary Report for Carleton University View PDF Document type: PDF 2020 Salary Disclosure Report for Carleton University View PDF Document type: PDF Academic Management – Benefits at a Glance View PDF Document type: PDF Academic Management Benefit Booklet View PDF Document type: PDF Administrative Management and Executive- Retiree Benefits at a Glance View PDF Document type: PDF Administrative Technical Exempt – Retiree Benefits at a Glance View PDF Document type: PDF Administrative Technical Exempt Benefit Booklet View PDF Document type: PDF Administrative Technical Exempt Employees – Benefits at a Glance View PDF Document type: PDF Administrative Technical Exempt Retirees Benefits Booklet View PDF Document type: PDF Assure Card Claim Form Submit this form for prescription drug claims. View PDF Document type: PDF Beneficiary Nomination Form Change your beneficiaries for Group Life Insurance View PDF Document type: PDF CanadaLife drug purchasing options View PDF Document type: PDF Career Development Fund Application Form The Career Development Fund is available to assist employees who wish to pursue training associated with career development objectives. View PDF Document type: PDF CI Professional Development Fund Application Professional Development Fund Application Form for Contract Instructors View PDF Document type: PDF Contract Instructor Tuition Waiver Application to waive tuition fees for Contract Instructors View PDF Document type: PDF CUASA – 2014 to 2017 May 1, 2014 - Apr 30, 2017 View PDF Document type: PDF CUASA – 2017 to 2021 May 1, 2017 - April 30, 2021 View PDF Document type: PDF CUASA – Benefits at a Glance View PDF Document type: PDF CUASA – Retiree Benefit Booklet View PDF Document type: PDF CUASA – Retiree Benefits at a Glance View PDF Document type: PDF CUASA Benefit Booklet View PDF Document type: PDF CUASA Exempt – Retiree Benefits at a Glance View PDF Document type: PDF CUPE 2424 – Benefits at a Glance View PDF Document type: PDF CUPE 2424 – Retiree Benefit Booklet View PDF Document type: PDF CUPE 2424 – Retiree Benefits at a Glance View PDF Document type: PDF CUPE 2424 Benefit Booklet View PDF Document type: PDF CUPE 2424 Collective Agreement Jul 1, 2020 to Jun 30, 2023 View PDF Document type: PDF CUPE 3778 – Benefits at a Glance View PDF Document type: PDF CUPE 3778 – Retiree Benefit Booklet View PDF Document type: PDF CUPE 3778 – Retiree Benefits at a Glance View PDF Document type: PDF CUPE 3778 Benefit Booklet View PDF Document type: PDF CUPE 3778 Collective Agreement April 1, 2018 to March 31, 2021 View PDF Document type: PDF CUPE 4600 Unit 1 – Sept 01, 2019 to Aug 31, 2022 Sept 1, 2019 to Aug 31, 2022 View PDF Document type: PDF CUPE 4600 Unit 2 – 2016 to 2019 September 1, 2016 to August 31, 2019 View PDF Document type: PDF CUPE 4600 Unit 2 – 2019 to 2022 Sept 1, 2019 to Aug 31, 2022 View PDF Document type: PDF CUPE 910 – Benefits at a Glance View PDF Document type: PDF CUPE 910 – Retiree Benefit Booklet View PDF Document type: PDF CUPE 910 – Retiree Benefits at a Glance View PDF Document type: PDF CUPE 910 Benefit Booklet View PDF Document type: PDF CUPE 910 Collective Agreement January 1, 2018 to December 31, 2020 View PDF Document type: PDF Dental Claim Form View Word Doc Document type: Word Doc 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. View PDF Document type: PDF 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. View PDF Document type: PDF Employee & Family Assistance Program View PDF Document type: PDF Employee and Family Assistance Program Brochure View PDF Document type: PDF Employee Information Form View PDF Document type: PDF 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 View PDF Document type: PDF Global Medical Assistance If you are a dependent of an employee enrolled in Extended Health Care, emergency travel insurance is available to you. View PDF Document type: PDF Grant Employee Benefit Booklet View PDF Document type: PDF Grant Employee Retiree Benefits Booklet View PDF Document type: PDF Grant Employees – Benefits at a Glance View PDF Document type: PDF 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. View PDF Document type: PDF Group RRSP – English Tip Sheet View PDF Document type: PDF Health Care Partnership View PDF Document type: PDF Health Care Partnership: Pharmacy List View PDF Document type: PDF Healthcare Expenses Statement This form is used for extended health claims (including eye exams) covered under your plan View PDF Document type: PDF Historical Pension Fund Rates View PDF Document type: PDF 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. View PDF Document type: PDF Leave Reporting Process Guide – Banner 9 Step by step guide on how to submit/approve leave information in Banner 9 View PDF Document type: PDF Legislated Leave Request Form Fill out this form and submit it to your manager, with a copy to the Assistant Vice-President, Human Resources. View Word Doc Document type: Word Doc 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/ View PDF Document type: PDF 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. View PDF Document type: PDF Maternity/Parental Leave Request Form Fill out this form and submit it to your manager. View PDF Document type: PDF 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). View PDF Document type: PDF New Employee Information Brochure View PDF Document type: PDF Non Union – Benefits at at Glance View PDF Document type: PDF Non-Union Benefits Booklet View PDF Document type: PDF Non-Union Retirees Benefits Booklet View Word Doc Document type: Word Doc 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/ View PDF Document type: PDF Notice of Retirement/Resignation (Faculty) Resignation and Retirement Form for Faculty View PDF Document type: PDF OPSEU 404 – Benefits at a Glance View PDF Document type: PDF OPSEU 404 Benefit Booklet View PDF Document type: PDF OPSEU Collective Agreement Represents Special Constables, Dispatchers, and Safety staff in the Department of University Safety. June 1, 2017 to May 31, 2021 View PDF Document type: PDF 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. View PDF Document type: PDF Out of Country Authorization and Release Form Submit this and the 'Out of Country Claim Form' to claim out-of-country medical expenses View PDF Document type: PDF Out of Country Claim Form Submit this and the 'Out of Country Authorization and Release Form' to claim out-of-country medical expenses View PDF Document type: PDF Pension Beneficiary Form Update/change your Pension Beneficiaries. Contact a Pension Specialist if you require assistance. View PDF Document type: PDF Pension Election Form View PDF Document type: PDF Post Doctoral Fellows Benefits Booklet View PDF Document type: PDF Postdoctoral Fellows – Benefits at a Glance View PDF Document type: PDF 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. View PDF Document type: PDF PSAC 77000 – 2018 to 2022 May 1, 2018 to April 30, 2022 View PDF Document type: PDF Retirement Checklist Retirement checklist to guide you through the process of your last six months before retirement. View PDF Document type: PDF Retirement Plan Enrolment Declaration View PDF Document type: PDF Retirement Planner User Guide View PDF Document type: PDF 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. View PDF Document type: PDF Safety (University Security) Retiree (on or after Oct 1, 2002) Benefits Booklet View PDF Document type: PDF 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. View PDF Document type: PDF Spousal Pension Adjustment View PDF Document type: PDF 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. View PDF Document type: PDF 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. View PDF Document type: PDF TD1 – Federal (2021) View PDF Document type: PDF TD1 Worksheet View PDF Document type: PDF TD1ON – Provincial (2021) Submit this form to human resources to update your provincial tax claims each year. View PDF Document type: PDF TD1ON Worksheet View PDF Document type: PDF Termination Election Form Used by terminating employees to elect an option for their retirement assets. View PDF Document type: PDF 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'). View PDF Document type: PDF Travel Assistance View PDF Document type: PDF Tuition Waiver Application (Online Submission) The online submission form is published on Carleton's intranet and can only be accessed by current employees View PDF Document type: PDF Tuition Waiver Application (PDF) Note: Open this file in a PDF viewer (Adobe/Foxit) to access the digital signature feature. View PDF Document type: PDF U.S. Direct Deposit Request Form Direct deposit for U.S. Residents View PDF Document type: PDF University Safety – Retiree Benefits at a Glance View PDF Document type: PDF Visioncare Claim Form View PDF Document type: PDF Visiting Scholars – Benefits at a Glance View PDF Document type: PDF 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. View PDF Document type: PDF 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.