Active EmployeesTermination of EmploymentRetirementActive Employees 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 Pension Beneficiary Form Update/change your Pension Beneficiaries. Contact a Pension Specialist if you require assistance. View PDF Document type: PDF Retirement Plan Enrolment Declaration 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 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. Termination of Employment View PDF Document type: PDF Group Life Conversion Privilege Notification Submit this form to Canada Life if your Group Life Insurance has been terminated or reduced, and you wish to purchase an individual life insurance conversion policy without evidence of insurability. 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 Notice of Retirement/Resignation (Faculty) Resignation and Retirement Form for Faculty 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 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 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 Termination Election Form Used by terminating employees to elect an option for their retirement assets. Retirement 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 Group Life Conversion Privilege Notification View PDF Document type: PDF Historical Pension Fund Rates 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 Pension Election Form View PDF Document type: PDF Pre-Retirement Information 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 Spousal Pension Adjustment View PDF Document type: PDF TD1 – Federal (2022) View PDF Document type: PDF TD1 Worksheet View PDF Document type: PDF TD1ON – Provincial (2022) 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 U.S. Direct Deposit Request Form Direct deposit for U.S. Residents 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. Share: Twitter, Facebook Short URL: https://carleton.ca/hr/?p=20654