Pension & Retirement Forms

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.

Pension Beneficiary Form

Update/change your Pension Beneficiaries. Contact a Pension Specialist if you require assistance.

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)

Government document to transfer in your RRSP to the Carleton University Retirement Plan. Return to Pension Services when complete.

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.

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.

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/

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.

Notice of Retirement/Resignation (Faculty)

Resignation and Retirement Form for Faculty

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.

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.

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.

Termination Election Form

Used by terminating employees to elect an option for their retirement assets.