Pension Forms

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

2018 Federal TD1 Tax Exemption

The Federal TD1 Eexmption Form should be completed at the time of hire and is also included in the hiring package through HR Mosaic. In the event that an employee has a life change that may require updates to the Federal TD1 Tax Exemption form, please complete and submit to your Human Resources office. | PDF

Human Resources Services

Forms for Active Employees

Pension Beneficiary Designation Form for Active Employees

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

TD1 Ontario Form – 2018

2018 Federal TD1 Tax Exemption

Forms for Employees Leaving McMaster

Locked-in Transfer Agreement Form (Salaried Employees)

Locked-in Transfer Agreement Form (Hourly Employees)

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