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Pension Plan Forms
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If you are considering retirement or withdrawal. Please contact the Plan
Administrator to confirm which forms you need to complete. We will walk you through the process and provide you with the required forms.
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Retirement Forms :
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- Application for Retirement Benefits
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- Spousal Declaration Form
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- Spousal Waiver of Rights Under a Pension Plan
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- CIBC Mellon Request for Electronic Funds
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- Direct Transfer of a Single Amount (T2151)
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- Spouse's Consent To Transfer Locked-In Pension Funds to a Life Income Fund
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- Lock-In Agreement Form
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Withdrawal Forms:
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- Application for Withdrawal of Pension Contributions
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- Declaration of Application on Removal of Funds
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- Spousal Declaration Form
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- Spousal Consent to Transfer Locked-In Pension Funds to a Life Income Fund
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- Direct Transfer of a Single Amount (T2151)
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- Lock-In Agreement Form
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