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Application for Pension Benefits |
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Use
To start receiving your Pension benefits fill out the Application
for Pension Benefits form.
Since Application for Pension Benefits forms are specific to each Pension Plan, please contact the
Plan
Administrator for a copy of your form.
Prior to completing this form, please obtain a Pension estimate from the
Plan Administrator using the Request for
Pension Estimate.
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Information Needed to Complete the Form
To complete, you are required to fill in your:
- personal information,
- beneficiary information and
- choose a form of payment, (page 2 of the form includes information on the various forms of payment
available to you).
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Notes
There are other forms that must be submitted before you will
start receiving your Pension.
To avoid delays in receiving your Pension you must include
the following forms/documents when sending in this form:
- A copy of both your birth certificate or baptismal paper
(and your spouse's birth certificate or baptismal paper
if you have a spouse and are choosing one of the 'Joint
& Last Survivor' options on this form.)
- If you are married and selecting any option other
than:
- Joint and Survivor 60%; or
- Joint and Survivor 75%; or
- Joint and Survivor 100%
a Spousal Waiver Form must accompany this form.
- You should also send in both the TD1
and TD1BC
forms to ensure that the correct amount of income tax is
taken off each Pension payment.
- If you want to calculate partial claims for your TD1
and TD1BC you should complete both the TD1
Worksheet and TD1BC
Worksheet. Do not give your completed worksheets to
your employer or plan administrator. Keep them for your
records.
- Depending on the type of Pension you choose, the administrator
may ask you to fill in more forms.
Completed forms should be forwarded to the Plan
Administrator.
Other questions on completing the form should be directed to
the Plan Administrator. |
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Frequently Asked Questions
What do all these types of Pension options mean?
- The second page of the form explains each of the Pension options.
- You may also wish to consult a personal financial advisor to determine which Pension type best meets
your needs.
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Plan Administrator
D.A. Townley & Associates Ltd.
101 – 4190 Lougheed Highway
Burnaby, BC V5C 6A8
Phone: 604-299-7482 or 1-800-663-1356
Fax: 604-299-8136
Email
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