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 Consent 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