Prescribed Forms

  • Form 1 (PDF: 53k) - Application for Registration of Pension Plan
  • Guide (PDF: 40k) - Application for Registration of Pension Plan
  • Form 2 (PDF: 70k) - Annual Information Return
  • Instructions (PDF: 61k) - Annual Information Return
  • Form 3 (PDF: 51k) - Application to Transfer Commuted Value of Deferred Pension
  • Form 4 (PDF: 43k) - Waiver of Joint and Survivor Pension
  • Form 5 (PDF: 46k) - Request by Spouse or Common-Law Partner for Information Respecting Member's or Former Member's Pension or Pension Benefit
  • Form 6 (PDF: 46k) - Request for Designation as Limited Member of Pension Plan
  • Form 7 (PDF: 47k) - Request for Transfer of a Defined Contribution Benefit or a Defined Benefit
  • Form 8 (PDF: 46k) - Notice of Receipt
  • Form 9 (PDF: 36k) - Application to a Financial Institution for Payment of Temporary Income from a LIF
  • Form 10 (PDF: 19k) - Application to a Financial Institution to Withdraw Money From a LIRA or LIF at age 65
  • Form 11 (PDF: 27k) - Application to a Financial Institution to Withdraw Money From a LIRA or LIF because of considerably shortened life expectancy
  • Form 12 (PDF: 136k) - Application to withdraw money based on Financial Hardship
  • Form 12 Instructions (PDF: 117k) - Instructions Application to withdraw money based on Financial Hardship.