Pension & Retirement Forms
Active Employees
Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form)
Pension Beneficiary Form
Retirement Plan Enrolment Declaration
T2033 Direct Transfer Under Subsection 146.3(14.1) or 146(21), or Paragraph 146(16)(a) or 146.3(2)(e)
Waiver of Pre-Retirement Death Benefit
Termination of Employment
Group Life Conversion Privilege Notification
Letter of Resignation Template (Professional Services)
Locked-In Transfer Agreement
Notice of Retirement/Resignation (Faculty)
RPP Transfer Agreement
Spousal Content to a Transfer to a Life Income Fund
T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3
Retirement
Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form)
Historical Pension Fund Rates
Notice of Retirement – Template (Professional Staff)
Notice of Retirement/Resignation (Faculty)
Pension Election Form
Pre-Retirement Information
Retirement Checklist
Retirement Plan Enrolment Declaration
Retirement Planner User Guide
Spousal Pension Adjustment
Spousal Status Form
TD1 – Federal
TD1 Worksheet
TD1ON – Provincial
TD1ON Worksheet
U.S. Direct Deposit Request Form
Waiver of Joint & Survivor Pension