Forms directory

Transaction pages provide the background information you need to complete a task relating to your pension. Please use our transaction pages to help you complete required forms. This will help us process your request efficiently.


Form

 

Transaction page

Add spouse and/or dependent coverage (for extended health care and dental)
Posted: March 31, 2017

 

Add a spouse or dependant(s) to your extended health care and/or dental coverage

Add spouse and/or dependant(s) coverage (for Medical Services Plan) application
Posted: December 29, 2017

 

Submit a form to add your spouse and/or dependant(s) to MSP

Change of address (for active and retired members)
Posted: March 28, 2018

   

Change of beneficiary (for retired member)
Posted: April 18, 2018

 

Submit a form to change your beneficiary

Child-rearing declaration form
Posted: October 4, 2011

 

Submit a form to claim a child-rearing credit

Declaration of change of name (first or middle name only)
Posted: September 26, 2014

 

Submit a form to change your first or middle name(s)

Direct deposit authorization (for retired member or beneficiary) (financial institutions within Canada)
Posted: March 12, 2018

  Submit a form to update your bank information

Form P1 (Division of pensions regulation, s.4 (a)) Claim and request information and notice
Posted: March 17, 2013

  Submit a form to claim a share of your former spouse's pension
Pension and marital breakdowns: information for lawyers

Form P2 (Division of pensions regulation, s.4 (b)) Request for designation as limited member
Posted: March 17, 2013

  Submit a form to become a limited member
Pension and marital breakdowns: information for lawyers

Form P3 (Division of pensions regulation, s.4 (c)) Request for transfer from defined contribution account
Posted: March 17, 2013

   

Form P4 (Division of pensions regulation, s.4 (d)) Request by limited member for transfer or separate pension
Posted: September 29, 2015

  Pension and marital breakdowns: information for lawyers

Form P5 (Division of pensions regulation, s.4 (e)) Waiver of survivor benefits after pension commencement
Posted: July 13, 2013

  Pension and marital breakdowns: information for lawyers

Form P7 (Division of pensions regulation, s.4 (f)) Withdrawal of notice/waiver of claim
Posted: March 17, 2013

  Pension and marital breakdowns: information for lawyers

Form P8 (Division of pensions regulation, s. 6) Change of information
Posted: March 17, 2013

  Pension and marital breakdowns: information for lawyers

Form P9 (Division of pensions regulation, s. 1) Agreement to have benefits divided under part 6
Posted: March 17, 2013

  Submit a form to divide your pension
Pension and marital breakdowns: information for lawyers

Green Shield Canada application for extended health care and voluntary dental benefits
Posted: January 17, 2018

 

Submit a form to apply for retirement health coverage

Green Shield Canada pre-authorized debit (PAD) application
Posted: March 31, 2017

  Sign up for pre-authorized debit for health coverage premiums

Medical Services Plan of BC application (retired member)
Posted: December 29, 2017

  Submit a form to apply for MSP coverage

Nomination of beneficiary (for limited member)
Posted: March 31, 2014

  Submit a form to name a beneficiary (limited member)

Nomination of beneficiary (pre-retirement)
Posted: March 29, 2018

  Submit a form to name a beneficiary

Pension transfer application (appendix A - transfer information request and authorization)
Posted: January 26, 2018

  Apply to transfer service between pension plans

Purchase of service application package
Posted: November 29, 2017

  Submit a form to purchase service

Retirement planning package and estimate request
Posted: April 18, 2017

  Submit a form to get a pension estimate

Release of information authorization
Posted: June 24, 2010

  Authorizie us to share your pension information (active or inactive member)

Release of information authorization (for retired member)
Posted: July 29, 2013

  Authorize us to share your pension information (retired member)

Retirement declaration form
Posted: July 29, 2013

  Submit a form to declare your retirement

RRSP transfer
Posted: August 16, 2016

   

Spousal declaration
Posted: September 20, 2018

  Submit a form to declare your marital status at retirement

U.S. direct deposit authorization (financial institutions within the United States)
Posted: July 21, 2017

  Apply for direct deposit to a U.S. bank account

Voluntary dental plan upgrade application
Posted: March 31, 2017

  Submit a form to upgrade your dental plan
 

External Forms

Form 2 Spouse's waiver of 60% lifetime survivor's benefit and/or beneficiary rights from a pension plan or annuity after payments start
Note: this is a link to the Financial Institutions Commission website.
Posted: October 03, 2005

 

Submit a form to waive a death benefit

Submit a form to waive your beneficiary rights to your spouse's pension

Form 4 Spouse's waiver of beneficiary right to benefits in a pension plan, locked-in retirement account, life income fund or annuity before pension or annuity payments start 
Note: this is a link to the Financial Institutions Commission website.
Posted: June 20, 2012

 

Submit a form to waive a pre-retirement death benefit

Green Shield Canada dental claim form
Note: return this completed form to Green Shield Canada not the pension plan.
Posted: March 31, 2017

   

Green Shield Canada general claim submission form
Note: return this completed form to Green Shield Canada not the pension plan.
Posted: March 31, 2017

   

TD1 Personal tax credits return
Note: return this completed form to Pension Services, not Canada Revenue Agency.
Posted: May 25, 2009