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Pension Forms

Find forms relevant to registering for, making changes to or retiring from the McMaster Pension Plan.

Forms for Active Employees

Pension Beneficiary Designation Form for Active Employees

PDF

Pension Estimate Request Form

Form for employees to request an estimate for a retirement date within one year of the request date. | PDF

Pension Transfer Application Form

PDF

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

PDF

Forms for Retiring Employees

Retiree Address Change Notification Form

Form to notify Human Resources Department of updated home address to ensure employee receives correspondence. | PDF

Waiver of Joint and Survivor Pension Form

PDF

Direct Deposit Request Form – CIBC Mellon

PDF

Forms for Employees Leaving McMaster

Locked-in Transfer Agreement Form (Salaried Employees)

Locked-in Transfer Agreement Form for Salaried Employees | PDF

Locked-in Transfer Agreement Form (Hourly Employees)

Locked-in Transfer Agreement Form for Hourly Employees | PDF

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

CRA Form for the Direct Transfer of a Single Amount from Pension Plan | PDF