Pension Documents Submission

Review Pre-retirement Information

Before you decide to retire, it’s always recommended that you are prepared for what is required. The following resources will provide you with essential details regarding your transition to retirement.

• Carleton Pre-Retirement Information
• Retirement Checklist
• Carleton University Pension Booklet

These documents outline the available options and help you make informed decisions regarding your retirement.

Once You Have Made the Decision to Retire

Pension Document Submission

As you approach retirement, it’s important to ensure that all necessary pension documents are completed and submitted correctly. Here’s a step-by-step guide to help you through the process.

Step 1: Download the Pension Package

Before you can submit your documents, you will need to download the pension package. This package contains the forms and information you will need to complete your pension application.

Step 2: Complete the Pension Package

Once downloaded, carefully complete all forms included in the pension package. Make sure to double-check all information for accuracy to avoid any delays in processing.

Step 3: Upload Your Documents

After you have completed the pension package, you must submit it through the Pension Documents Submission portal.

By following these steps, you can ensure a smooth and efficient submission of your pension documents as you prepare for retirement.