New to the Plan

Information Sheet:

How is Your Pension Calculated? (806)
Estimate your retirement income and prepare for retirement.

Form:

Designation of Beneficiary(ies) (2)

Form:

Multiple Beneficiaries (2L)

Form:

Pension Partner Information Form (5)

Form:

Statutory Declaration in Lieu of Original Documents Form (38)

Information Sheet & Form:

Transfers into PSPP from the National Transfer Agreement (Appendix A - Transfer Information Request and Authorization Form)
Please see: "I'm New to the Plan: I was in a pension plan before. How could that affect my pension?" in the Members' Frequently Asked Question section for more information.

Information Sheet & Form:

Transfers into PSPP under the Public Service Superannuation Pension Plan (Appendix A2 – Request for Transfer Estimate)
Please see: "I'm New to the Plan: I was in a pension plan before. How could that affect my pension?" in the Members' Frequently Asked Question section for more information.

Updating Your Profile

Form:

Pension Partner Information Form (5)

Leaves of Absence / Buying Back Service

Information Sheet:

Leave of Absence (Buying Leave) (810)
This details your options should you require a leave of absence.

Information Sheet:

Past Service Pension Adjustment (PSPA) (817)

Information Sheet:

Buying Optional Service (820)
Decide whether buying all or part of your optional service is in your best interest.

Information Sheet:

Can't Transfer? Buy Optional Service (832)
If you have contributions with another Registered Pension Plan (RPP) that doesn't have a reciprocal transfer agreement with PSPP, you may be able to take a lump-sum payout of those funds to purchase optional service under PSPP.

Form:

Direct Transfer Under Subsection 146.3(14.1) or Paragraph 146(16)(a) or 146.3(2)(e) - T2033 Canada Revenue Agency Form

Form:

Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3 - T2151 Canada Revenue Agency Form
Note: This links to the Canada Revenue Agency website.

Disability

Form:

Disability Retirement Information (21a)

Retirement

Information Sheet:

How is Your Pension Calculated? (806)
Estimate your retirement income and prepare for retirement.

Information Sheet:

Pensioners (809)
A number of topics affecting retirees.

Information Sheet:

Coordinating Your Pension (802)
Coordination is a feature of PSPP offered to members who retire before age 65 that allows for flexible retirement income planning.

Information Sheet:

Working as a Pensioner (818)
Find out about working after your PSPP pension begins.

Information Sheet:

What are Your Pension Options? (814)
Choose the best pension option most suited to your needs.

Form:

Retirement Application Form (21)

Form:

Declaration of Pension Partner Status Form (36)
Note: This form is time sensitive and must be complete and submitted within 90 days of retirement date. Talk to your employer for more information.

Form:

Pension Waiver Form (37)
Note: This form is time sensitive and must be complete and submitted within 90 days of retirement date. Talk to your employer for more information.

Form:

Direct Deposit for Pensioners (170)
Use this form to submit direct deposit authorisation and details of your monthly pension payment.

Marital Breakdown

Information:

Marital Breakdown
Information about the division of pensions on marital breakdown.
Note: This links to the Alberta Pensions Services Corporation website.

Death

Information Sheet:

Death Before Retirement (823)
What will happen with your pension if you die before you start to receive it.

Transferring Your Pension Plan / Termination

Information Sheet:

Combined Pensionable Service - Moving to PSPP from MEPP (804ME>PS)
If you move to the Public Service Pension Plan (PSPP) from the Management Employees Pension Plan (MEPP) or vice versa without changing employers and without a break in service, the effects of Combined Pensionable Service (CPS) apply automatically.

Information Sheet:

Combined Pensionable Service - Moving to PSPP from UAPP (804UA>PS)
If you move to the Public Service Pension Plan (PSPP) from the Universities Academic Pension Plan (UAPP) or vice versa without changing employers and without a break in service, the effects of Combined Pensionable Service (CPS) apply automatically.

Information Sheet:

Leaving the Plan - Package A (803a)
Leaving the Plan with less than two years of service, at any age.

Information Sheet:

Leaving the Plan - Package B (803b)
Leaving the Plan with two or more years of service, under age 55.

Information Sheet:

Leaving the Plan - Package C (803c)
Leaving the Plan with two or more years of service, age 55 years or older, but not 85 points.

Information Sheet:

Leaving the Plan - Package D (803d)
Leaving the Plan at age 55 or older, with at least 85 points or age 65.

Information Sheet:

Leaving Your Funds with the Pension Plan (815)
Understand your options when leaving the Plan.

Form:

Transfer Funds to an RRSP Form (33)

Form:

Transfer Funds to a LIRA (34)

Form:

Transfer of Pension Partner Funds to a LIRA (35)

Form:

Designation of Beneficiary(ies) (2)

Information Sheet & Form:

Transfers into PSPP from the National Transfer Agreement (Appendix A - Transfer Information Request and Authorization Form)
Please see: "I'm New to the Plan: I was in a pension plan before. How could that affect my pension?" in the Members' Frequently Asked Question section for more information.

Information Sheet & Form:

Transfers into PSPP under the Public Service Superannuation Pension Plan (Appendix A2 – Request for Transfer Estimate)
Please see: "I'm New to the Plan: I was in a pension plan before. How could that affect my pension?" in the Members' Frequently Asked Question section for more information.

Other

Information Sheet:

Appealing Decisions About Your Pension (816)
Understand the process to take if you are denied a request that affects your pension.

Information Sheet:

Payment of a Benefit to a Non-Resident of Canada (830)
Information about applying for a payment of your pension benefit if you are not living in Canada and qualify for non-resident status under the tax act.

Form:

Pension Partner Waiver to Permit Commutation due to Taking Non-Residency Status (45)

Information Sheet:

Pension Partner Waiver of Pre-Retirement Death Benefit (831)
Learn how your pension partner may waive their rights to a pre-retirement death benefit.

Form:

Pension Partner Waiver of Pre-Pension Commencement Death Benefit (40)