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 commission of Ontario (FSCO). The FSCO forms and additional information can be found here.

Please note, the FSCO forms, prescribed documents and associated fee of $600 should be submitted to the applicable HR Advisor within the McMaster HR Service Center. Please refer here for a contact list to request information on how to proceed with the request.

Plan Information to Complete Family Law Value Form

Human Resources Services

Forms for Active Employees

Beneficiary Designation – Hourly Plan

Beneficiary Designation – Salaried Plan

Declaration of Spousal Status Form – Hourly Plan

Declaration of Spousal Status Form – Salaried Plan

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