Forms & Information Sheets

Select a category from the menu below to view the related forms and/or information sheets.
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802 Information Sheets, Pension Coordination, Retire, All - Information Sheets, All - All Coordination
Option available to eligible members who retire before age 65.
Information Sheet
803 Information Sheets, Leaving the Plan, Termination or Changing Jobs, Job, All - Information Sheets, All - All Termination Options
Options available when you stop participating in the Plan
Information Sheet
803 HOD Information Sheets, Leaving the Plan, Termination or Changing Jobs, Job, All - Information Sheets, All - All Leaving Your Funds with PSPP
Options available when leaving your pension funds with the Plan
Information Sheet
804 (ME>PS) Information Sheets, Transferring Service, Other, New Job, New to the Plan, All - Information Sheets, All - All Combined Pensionable Service - Moving between PSPP and MEPP
Moving between PSPP and the Management Employees Pension Plan (MEPP)
Information Sheet
804 (UA>PS) Information Sheets, Transferring Service, Other, New Job, New to the Plan, All - Information Sheets, All - All Combined Pensionable Service - Moving between PSPP and UAPP
Moving between PSPP and the Universities Academic Pension Plan (UAPP)
Information Sheet
806 Information Sheets, New Job, Estimates, Retire, Somewhere in the Middle, New to the Plan, All - Information Sheets, All - All How is my Pension Calculated?
How to estimate your retirement income
Information Sheet
807 Information Sheets, RRSP or LIRA, New Job, New to the Plan, All - Information Sheets, All - All Transferring Service to a LIRA
Information on transferring funds into a LIRA
Information Sheet
808 Death, Pension Partner, Other, All - Information Sheets, All - All Survivor Benefits
Options available to the surviving pension partner upon the death of a member
Information Sheet
809 Information Sheets, Retiring, Other, All - Information Sheets, All - All Pensioners
Important information for pensioners
Information Sheet
810 Information Sheets, Buying Service, Optional Service, Somewhere in the Middle, New to the Plan, All - Information Sheets, All - All Leave of Absence (Buying Leave)
Purchasing service for a leave of absence
Information Sheet
813 Information Sheets, Leaving the Plan, Termination or Changing Jobs, Job, All - Information Sheets, All - All Your Pension Estimate
Explaining your pension estimate calculation
Information Sheet
814 Information Sheets, Retire, All - Information Sheets, All - All What are Your Pension Options?
Pension options available to you when you retire
Information Sheet
816 Other, All - Information Sheets, All - All Right of Recourse
Guideline on how to appeal an administrative decision
Information Sheet
817 Information Sheets, RRSP or LIRA, New Job, New to the Plan, Somewhere in the Middle, Other, New to the Plan, All - Information Sheets, All - All Past Service Pension Adjustment
How past service affects your RRSP room
Information Sheet
820 Information Sheets, Buying Service, Optional Service, Somewhere in the Middle, New to the Plan, All - Information Sheets, All - All Buying Prior Service
Information on increasing your pensionable service by buying prior service
Information Sheet
823 Information Sheets, Death, Termination or Changing Jobs, Partner, Somewhere in the Middle, All - Information Sheets, All - All Death Before Retirement
What happens to your pension if you die before you retire
Information Sheet
825C Information Sheets, Death, Termination or Changing Jobs, Partner, Somewhere in the Middle, All - Information Sheets, All - All LAPP, PSPP & MEPP Transfer Agreement
Transferring into PSPP from the Local Authorities Pension Plan and/or the Management Employees Pension Plan
Information Sheet
825D Information Sheets, Death, Termination or Changing Jobs, Partner, Somewhere in the Middle, All - Information Sheets, All - All Teachers ' Transfer Agreement
Transferring into PSPP from Alberta's Teachers’ Pension Plan and/or Private School Teachers' Pension Plan
Information Sheet
825E Information Sheets, Death, Termination or Changing Jobs, Partner, Somewhere in the Middle, All - Information Sheets, All - All National Transfer Agreement
Transferring into PSPP from another provincial pension plan in Canada
Information Sheet
825F Information Sheets, Death, Termination or Changing Jobs, Partner, Somewhere in the Middle, All - Information Sheets, All - All Federal Transfer Agreement
Transferring into PSPP from the federal Public Service Superannuation Act
Information Sheet
827 All - Information Sheets, Retiring, New to the Plan, Somewhere in the Middle, Other, Statutory Declaration, Legal, All - All Proof of Age/Change of Name
What is required to confirm a member's date of birth or change of name
Information Sheet
830 Pension Partner, Retiring, Leaving the Plan, All - Information Sheets, Legal, Waiver, All - All Payment of a Benefit to a Non-Resident of Canada
Unlocking your termination benefit if you live outside Canada (non-resident status)
Information Sheet
831 Pension Partner, Retiring, Leaving the Plan, All - Information Sheets, Legal, Waiver, New to the Plan, Somewhere in the Middle, All - All Pension Partner Waiver of Pre-Retirement Death Benefit
How your pension partner can waive his or her rights to your pre-retirement death benefit
Information Sheet
832 Information Sheets, Transfer, New to the Plan, Buying Service, Somewhere in the Middle, All - Information Sheets, All - All Can't Transfer? Buy Prior Service
If you contributed to another Registered Pension Plan that doesn't have a transfer agreement with PSPP you may be able purchase it as prior service
Information Sheet
MPO Information Sheets, Pension Partner Information, Retiring, Legal, Estimates, Matrimonial Property Order, Somewhere in the Middle, Divorce, MPO/Divorce, All - Information Sheets, All - All Regulations Regarding Pension Division on Marital Breakdown
Note: This links to the APS website
Information Sheet
Information Sheets, Pension Partner Information, Retiring, Legal, Estimates, Matrimonial Property Order, Somewhere in the Middle, Divorce, MPO/Divorce, All - Information Sheets, All - All PSPP At a Glance
General information about the Plan
Information Sheet
2 Forms, Top Five - Forms, All - Forms, Retiring, Beneficiaries, Updating Information, All - All Designation of Beneficiary(ies)
Designate beneficiary(ies) for your pension
Form
2L Forms, Retiring, Beneficiaries, Updating Information, Somewhere in the Middle, New to the Plan, All - Forms, All - All Designation of Multiple Beneficiaries
Used to designate more than five beneficiaries for your pension
Form
5 Forms, Pension Partner Information, Retiring, Marriage, Top Five - Forms, Beneficiaries, Updating Information, Somewhere in the Middle, New to the Plan, All - Forms, All - All Pension Partner Information
Add your pension partner to your pension
Form
21 Forms, Retiring, Leaving, Top Five - Forms, All - Forms, All - All Retirement Application
Apply to start receiving your pension
Form
21A Forms, Disability, All - Forms, All - All Disability Retirement Application
Applying for a disability pension
Form
27 Pension Partner, Death, Other, Legal, All - Forms, All - All Pension Partner Choice
For the surviving pension partner to select their pension choice
Form
32 Pension Partner, Death, Other, Legal, All - Forms, All - All Request for Transfer from a Registered Pension Plan
If you leave the Plan and want to transfer PSPP funds to a LIRA or RRSP
Form
33 Forms, Transferring Service, Termination or Changing Jobs, RRSP or LIRA, All - Forms, All - All Transferring Service Funds to a RRSP
If you leave the Plan and want to Transferring Service funds to an RRSP
Form
33S Forms, Pension Partner Information, Retiring, Death, RRSP or LIRA, Transferring Service, All - Forms, All - All Transferring Service of Pension Partner Funds to a RRSP
For the pension partner to Transferring Service funds to a RRSP after the member's death
Form
34 Forms, Transferring Service, Termination or Changing Jobs, RRSP or LIRA, All - Forms, All - All Transferring Service Funds to a LIRA
If you leave the Plan and want to Transferring Service funds to an LIRA
Form
35 Forms, Pension Partner Information, Retiring, Death, RRSP or LIRA, Transferring Service, All - Forms, All - All Transferring Service of Pension Partner Funds to a LIRA
For the pension partner to Transferring Service funds to a LIRA after the member's death
Form
36 Forms, Legal, Marriage, Statutory Declaration, Pension Partner Information, Retire, Top Five - Forms, All - Forms, All - All Declaration of Pension Partner Status
Confirming the status of your pension partner
Form
37 Forms, Pension Partner Information, Waiver, Retiring, Matrimonial Property Order, Statutory Declaration, Legal, Transferring Service, Somewhere in the Middle, New to the Plan, All - Forms, All - All Pension Partner Waiver
For the pension partner to complete if they choose to waive their right to your pension.
Form
38 Forms, Pension Partner Information, Retiring, Legal, Statutory Declaration, All - Forms, All - All Statutory Declaration in Lieu of Original Documents
Used to verify an individual's name when original documents are not available (e.g., maiden name vs. married name)
Form
40 Forms, Legal, Statutory Declaration, Waiver, Pension Partner Information, Marriage, Retiring, Matrimonial Property Order, Beneficiaries, Marriage, Updating Information, Somewhere in the Middle, All - Forms, All - All Pension Partner Waiver of Pre-Pension Commencement Death Benefit
Waiver signed by the pension partner to give up their pension claim so funds can be paid to a beneficiary
Form
45 Forms, Pension Partner Information, Retiring, Other, All - Forms, All - All Pension Partner Waiver to Permit Commutation due to Taking Non-residency Status
Waiver signed by the pension partner to allow funds to be paid if the member is considered a non-resident of Canada
Form
136 Forms, Termination or Changing Jobs, New Job, Buying Service, Optional Service, Somewhere in the Middle, New to the Plan, All - Forms, All - All Service Record (Contributions-Based Cost Application)
Purchase past service on a contributions basis
Form
137 Forms, Termination or Changing Jobs, New Job, Buying Service, Optional Service, Somewhere in the Middle, All - Forms, All - All Service Record (Actuarial Reserve-Based Cost Application)
Purchase past service on an actuarial reserve basis
Form
163 Forms, Termination or Changing Jobs, New Job, Buying Service, Optional Service, Somewhere in the Middle, All - Forms, All - All Confidential Medical Statement
 
Form
180 Forms, Termination or Changing Jobs, New Job, Buying Service, Optional Service, Somewhere in the Middle, All - Forms, All - All Application to transfer pension entitlements between PSPP and ATRF
Transfer entitlements between PSPP and Alberta Teachers' Pension Plans
Form
170 APS Forms, Retiring, Taxes, All - Forms, All - All Request for Direct Deposit
Deposit monthly payments through your financial institution
Form
Appendix A Forms, Transfer, New to the Plan, Buying Service, All - Forms, All - All Transferring Services into PSPP from the National Transferring Service Agreement
Plans that have Transferring Service agreements with PSPP
Form
Appendix A2

Forms, Transfer, New to the Plan, Buying Service, All - Forms, All - All Transferring Services into PSPP under the Public Service Superannuation Pension Plan
Transferring Services from the Government of Canada
Form
TD1 Forms, Other, Taxes, Retiring, Updating Information, New to the Plan, Somewhere in the Middle, New to the Plan, All - Forms, All - All TD1 Personal Tax Credit Return Form
To set up personal federal and provincial tax credits and deductions.
Note: This links to the Canada Revenue Agency website
Form
T2033 Forms, Taxes, Retiring, Updating Information, Leaving the Plan, Termination, Top Five - Forms, Somewhere in the Middle, New to the Plan, All - Forms, All - All T2033 Canada Revenue Agency Form
Direct Transferring Service Under Subsection 146.3(14.1) or Paragraph 146(16)(a) or 146.3(2)(e)
Note: This links to the Canada Revenue Agency website
Form