Pension Forms

As of January 1, 2012, a division of pension assets cannot be processed unless the Plan Member (or the Member’s spouse) submit a request for a Family Law Value to the Plan Administrator. The forms are administered by the Financial Services Regulatory Authority of Ontario (FSRA). FSRA was established to replace the Financial Services Commission of Ontario (FSCO). Effective May 1, 2022, only FSRA forms will be accepted for the Family Law Valuation process. If McMaster receives any old FSCO forms, these will be rejected and the process will not begin until the FSRA forms are completed and submitted.

FSRA has created a guide for members and their spouses regarding Pensions and marriage breakdown. Please refer to this link for answers to all of your Family Law Valuation questions, as well as the applicable forms that are required for your situation. Step one of the process requires Plan members (or their spouses) to complete the Application for Family Law Value (Form 1), which can be found here. To assist in completing Form 1, please reference the form McMaster University information required to complete the Family Law Application.

Please note, the FSRA forms, prescribed documents and associated fee of $600 should be submitted to Human Resources Service Centre at hr.mcmaster@mcmaster.ca.

Human Resources Services

Forms for Active Employees

Pension Beneficiary Designation Form

FSCO – Form 4 – Waiver of Pre-Retirement Death Benefit

Pension Estimate Request Form

Pension Transfer Application Form

Purchase of Previous Pension Service in the Contributory Pension Plan Application Form

Forms for Retiring Employees

Retiree Address Change Notification Form

Waiver of Joint and Survivor Pension Form

Direct Deposit Request Form – CIBC Mellon

Forms for Employees Leaving McMaster

Locked-in Acknowledgment Form

CRA Form for the Direct Transfer of a Single Amount from Pension Plan (T2151E)

Family Law Valuations