Form 8 – Summary of Investment Information: by Managers of Defined Benefit Pension Plan Plans; which are not considered designated plans, are used and submitted to Superintendent 4.2 – waiver of survivor benefits under a pension plan registered by the spouse of a former non-resident member: this form must be used by the spouses of former non-resident members to waive the right to a survivor benefit if the pension plan allows for the release by former non-resident members. Note: The definition of “spouse” was amended effective January 1, 2017. Form 3 – Renunciation of the total pension and the survival pension: this form must be used by pension plan members and former members and their spouses to waive the right to a common survival pension. Note: The definition of “spouse” was amended effective January 1, 2017. The Office of the Superintendent of Financial Institutions (OSFI) is the regulatory authority responsible for overseeing Ontario members of the Pooled Registered Pension Plans (PRPP). However, PRPP legislation requires the use of Forms from the Financial Services Commission of Ontario (FSCO). If the former member chooses to directly transfer the value of pension benefits to locked-in accounts, the Pension Benefits Act gives individuals greater control over their retirement benefits. Since the money on the blocked accounts comes from retirement plans, the law provides for restrictions to obtain money from these blocked accounts for retirement and to provide a stream of pension income for life for former members and their spouses, if they exist. These restrictions are usually referred to as locking rules. Checks to the FSRA.

For more information on payment, see the user`s manual. Use of plans submitted in connection with a PBGF evaluation date before January 1, 2019. Checks paid to the Pension Benefit Guarantee Fund. For more information on payment, see the user`s manual. Are you having trouble downloading this form? For more information, download and view dynamic forms. Form 1.2 – Individual Pension Plan Certification: Use this form to confirm that the pension plan is an individual pension plan under the Income Tax Act (Canada) under the Pension Benefits Act. Form 1 – Application for a pension plan: Use this form to apply to the Superintendent for a new pension plan. The Family Law Forms page contains detailed information on these forms. Form 9 – Actuarial Summary Summary: kb: FSCO developed this form in collaboration with the Canada Revenue Agency and Quebec Retirement. The AIS has now been updated to include, among other things, the new funding rules for Ontario, which came into effect in May 2018.

The AIS must be submitted in conjunction with a corresponding funding assessment report (report) where the corresponding report is required in accordance with Sections 3, 4, 13 or 14 of Regulation 909, R.R.O. 1990. The retirement services portal has also been updated with the revised AIS and will remain in effect after the establishment of the financial services regulator. Form 5 – Request for payment or transfer of money from a blocked Ontario account: The owner of a blocked account in Ontario (LIRA, LIF, LRIF) should use this form to ask a financial institution to withdraw or transfer money from the account. Note: The definition of “spouse” was amended to January 1, 2017 under the interest law: To assess and/or fractionify the PRPP`s wealth at the time of marriage, PRPP administrators and members/spouses must use the following FSCO family law forms. Form 14 – Statement of Investment Policies and Procedures (SIPP) Information Summary: The administrator must submit a Form 14 and a SIPP for each registered pension plan he manages. A SIPP must be submitted 60 days after a new plan has been registered. It should not be submitted annually, but a change to the SIPP must be submitted within 60 days of the amendment. Form: Size: kb Accessible PDFUser Guide: Size: kb PDF | Accessibl version

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