COVID-19 update: To minimize service impacts and ensure the safety of our staff, we’re not accepting paper documents. Please send your personal forms and paperwork through My Account Message Centre. If you cannot access My Account, aren’t a pension plan member or are submitting on behalf of someone else, please contact us.

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: June 18, 2020

 

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

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

   

Change of beneficiary (for retired member)
Posted: April 10, 2019

 

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 Canadian bank account 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 voluntary extended health care and dental benefits
Posted: January 18, 2019

 

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

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

  Submit a form to name (or change) 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 from another pension plan

Purchase of service application package
Posted: May 11, 2020

  Submit a form to buy service

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: March 9, 2020

  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 BC Financial Services Authority website.
Posted: June 8, 2020

 

Submit a form to waive your death (survivor) benefit after retirement

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 BC Financial Services Authority website.
Posted: June 8, 2020

 

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