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Enrolment

Pension Enrolment and Beneficiary Designation

Use a Pension Enrolment Card and Beneficiary Designation form to enrol in your Pension Plan and to select your beneficiaries. Once you are a Member of your Plan, all changes to your Member information or beneficiaries should also be made by completing the form in full.

Since Pension Enrollment Cards are specific to each Pension Plan, please contact the Plan Administrator for a copy of your form.

Information Needed to Complete the Form
Your personal Member information is needed to complete the form.

Please follow the instructions on the form and ensure that you have completed the card in full.

If you have a spouse, you must designate him/her as your Pension beneficiary. If you do not have a spouse you may select any person, or your estate, to be your Pension beneficiary. Please ensure that you complete this section of the card.

Completed forms should be sent to the Plan Administrator.

More Information
Questions on completing the form should be directed to the Plan Administrator.

Health Benefits

Health Benefits

Security against financial hardship accompanying sickness.

Protection against financial hardship that often accompanies sickness, accident or death is important to all of us. Your Plan is intended to bring greater peace of mind and an increased feeling of security to you and your family.

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Pension Plans

Pension Plans

Plans designed to provide income for life.

Walking along a tropical beach, hitting the links for 18 holes or just sitting under a shady tree with a cold drink – everyone’s idea of retirement is slightly different. Your group’s Pension Plan is an important part of being free to live out your dreams.

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Employers

Employers

We can help make sense of all your options.

We work with you to understand your needs and advise you of all the market has to offer. One size doesn’t fit all, so we propose customized solutions to each of our clients based on their unique needs and circumstances.

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Brokers

Brokers

We're in business to mind your business.

We pride ourselves on delivering exceptional service to our business partners. We survey the entire market so that you can be assured that the Plan we propose is the best that the market has to offer to your client.

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