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Request by Limited Member for Transfer or Pension (Form P4)

Use
Once the spouse has been registered as a “Limited Member” of the Member’s Defined Benefit Pension Plan using the Request for Designation as Limited Member of Pension Plan (Form P2), the spouse may now select how he/she wishes to divide the Pension using the Request by Limited Member for Transfer or Pension (Form P4). This form is used by the Member’s former spouse after a marriage breakdown (divorce).

Information Needed to Complete the Form
To complete the form, the spouse must include:

  • Plan information,
  • Limited Member’s personal information,
  • Plan Member personal information, and
  • information related to the Limited Member’s request.

Notes
This form is used for an unmatured Pension (the Member has not yet retired) in a Defined Benefit plan. The spouse may select to transfer his/her share of the Pension to a separate account (if the Member is eligible to retire) or request a separate Pension, payable directly to the spouse, when the Member retires.

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

Completed forms should be forwarded to the Plan Administrator.

Questions?
Questions and Answers about Pension Division on Marriage Breakdown in British Columbia
http://www.ag.gov.bc.ca/legislation/family-law/pdf/Backgrounder.pdf

Plan Administrator
D.A. Townley
160 – 4400 Dominion Street
Burnaby, BC V5G 4G3

Phone: 604-299-7482 or 1-800-663-1356
Fax: 604-299-8136

Email

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