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Statement of Claimant – Spousal |
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Use
After the Plan Member has died, the Member's spouse, as
beneficiary, should complete the Statement
of Claimant – Spousal form to notify the Administrator of
the Member's death and select how he/she wishes to receive the
Member's pension benefit that has accumulated in the Plan.
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Information Needed to Complete the Form
To complete the form, the spouse must provide:
- Member's personal information
- Spouse's personal information, and
- Method of payment of pension funds.
The original death certificate (or a notarized copy) must be submitted with
this form.
Depending on the method of payment selected by the spouse, additional
forms may need to be submitted as outlined on the form or advised by the
Plan Administrator.
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Notes
If the beneficiary is a person other than the Member's spouse, the
Statement
of Claimant – Non Spousal should be used instead of this form.
If the beneficiary is the Member's estate, the Statement
of Claimant – Estate should be used instead of this form.
Completed forms should be forwarded to the Plan
Administrator. |
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Frequently Asked Questions
What do all these types of pension options mean?
- You may wish to consult a personal financial advisor to determine which pension type best meets
your needs.
Other questions on completing the form should be directed to the Plan
Administrator.
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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: Pension
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PDF
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