We're Here to Help.
Leverage our expertise. Experience exceptional service.

Application for Pension Benefits

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.

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).

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.

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.
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.

Find Out More

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.

Find Out More

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.

Find Out More

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.

Find Out More