Pension application checklist
Use our pension application checklist to stay on track when applying for your pension.
Although there are many details to consider when applying for your pension, our online application makes the process streamlined and efficient. The following checklist can also help you stay on track.
Informing your employer
Contact your employer in writing to arrange your last day of paid employment. We suggest you provide as much notice as possible to ensure a smooth transition to retirement. We also recommend clarifying with your employer when your extended health care and dental coverage ends.
Ensuring your personal information is correct
Sign in to My Account to ensure that your personal information is correct and current. In particular, make sure that your personal email and phone number are listed, not your work contact information. If you have a former spouse with an entitlement to receive a portion of your pension, ensure you have uploaded a copy of your separation agreement or court order.
Applying to retire
No more than 90 days before your pension effective date:
□ Sign in to My Account to apply for your pension online
□ Apply for voluntary retirement health coverage, if you are interested
□ Submit the Retirement declaration form to the plan if your employment with a plan employer will end within 30 days of your retirement date (as part of your retirement application)
□ If you will be 60 or older when you retire, contact Service Canada to learn about Canada Pension Plan
□ If you will be 65 or older when you retire, contact Service Canada to learn about old age security