PDF, User Guide for Owners (Applicants): Accessible document​, Form 2.1 - Pension Benefits Guarantee Fund Assessment Certificate (PBGF). Form 1 - Application for Registration of a Pension Plan: Use this form to apply to the Superintendent for registration of a new pension plan. ​ Ministry of Finance Visit Accessible document. Size: ## kb​ PDF, User Guide for Owners (Applicants): ​ ​The Office of the Superintendent of Financial Institutions (OSFI) is the regulatory authority responsible for supervising Ontario members of Pooled Registered Pension Plans (PRPP). The following form is required to verify your entitlement to Canada and Quebec Pension Plan disability and retirement benefits. definition of "spouse" has been amended effective January 1, 2017. Complete the following form if you are applying for a diversion from your pension under the federal public service pension plan. transfer the commuted value of the pension benefit into a Nortel Life-Income Fund, if the individual is receiving pension benefits from the: Scheduled Online Service Disruption NoticePlease consult our definition of "spouse" has been amended effective January 1, 2017, Form :​ PDF | The following form is used to transfer out pension funds. (formerly Pensioner Information Change), OPB1006 – Increased Survivor Pension Application (PDF) The following form is used to transfer out pension funds. Nortel Networks Negotiated Pension Plan, Registration No. ​ Non-fillable Form: Complete the following form to send your payments in respect of a period of leave without pay or a service buyback. PDF, User Guide for Owners (Applicants): Use this form to certify that the pension plan is an Individual Pension Plan under the Income Tax Act (Canada) for purposes of the Pension Benefits Act. (formerly Member Information Change), OPB1062 – Survivor's Contact Information (PDF), OPB1068 – Application for a Survivor Pension (PDF), OPB1086 – Annual Per Diem Earnings Report for Retired Justices of the Peace (PDF), OPB1095 – U.S. See updated payment information in the User Guide. Note: the For enquiries, contact us. PDF | ​Accessible document, Financial Hardship Unlocking – FORM FHU 3, Application for First and Last Months’ Rent for a Principal Residence, Form:  PDF. See General information for details. OPB1004 – Retired Member Information Change (PDF) Size: ## kb​ PDF. If you are requesting an estimate of the maximum transferable amount allowed for division, complete the following form to establish your period of cohabitation (including any interruptions). Ask your former employer to complete the following form if you are buying back prior service outside the federal public service. Form 8002-501 - Foreign direct deposit enrolment form (HTML and PDF format) ​Accessible document, Financial Hardship Unlocking – FORM FHU 1, Application for Medical Expenses, including Renovations to a Principal Residence for Medical Reasons, Form:  PDF *Having trouble downloading this form? See instructions on how to complete and submit OPB's online forms. this form to apply to the Superintendent for registration of a new pension plan. contact us 239/09, FAQs on Rules for Ontario Locked-In Accounts, Superintendent Notices of Intended Decision, Multi-jurisdictional Pension Plan Agreement, Information for Pension Plan Administrators, Archived content - for historical reference only, The Determination of Whether a Plan is a "Closed Plan", Right click the link to the form and select, Open the form by right clicking and select, Application for Family Law Value (Ontario PRPP Form ON-A), Joint Declaration of Period of Spousal Relationship (Ontario PRPP Form ON-B), Application to Transfer the Family Law Value (Ontario PRPP Form ON-D), User Guide for Member/Spouse to Complete Ontario PRPP Forms ON-A, ON-B and ON-D, Statement of Family Law Value (Ontario PRPP Form ON-C), User Guide for PRPP Administrator to complete Ontario PRPP Form ON-C, Certification(s) Regarding Spouse – Withdrawal/Transfer from a Locked-in Account (Ontario PRPP Form ON-2). Schedule ​ PDF | Family Law: When PRPP assets are to be valued and/or divided on marriage breakdown, PRPP Administrators and members/spouses must use the following FSCO family law forms. T2151 Direct Transfer of a Single Amount Under Subsection 147 (19) or Section 147.3 For best results, download and open this form in Adobe Reader. Effective January 1, 2013, certain prescribed filings required to be filed with the Superintendent must be Form 5.3 - Nortel Ontario Beneficiary Direction, Consent and Waiver Form - To be used Non-fillable Form: See Downloading and viewing dynamic forms. Complete the Plan Member's Personal Information section and ask your financial institution to complete the certification section. User Guide: ​ This form is only available on the Government of Canada network. Complete the following form if you wish to reduce your Supplementary Death Benefit coverage to $10,000.00. The following form is used to certify lock-in of pension funds for a transfer value payment. Size: ## kb​ Complete the following form if you wish to buy back prior service for which you received a transfer value. Size: ## kb​PDF | See Downloading and viewing dynamic forms. Size: ## kb​ Accessible PDF, Form 14 - Statement of Investment Policies and Procedures (SIPP) Information Summary:  The administrator must file Form 14 and a SIPP for each registered pension plan that it administers. Form: Form 10 - Request for Superintendent's Approval of Commuted Value Transfers: Should be used by the pension plan administrator to obtain the Superintendent’s approval before transferring any funds under sections 42 or 43 of the Pension Benefits Act. Size: ## kb​ Form: Form 4.2 – Waiver of Survivor Benefit from a Registered Pension Plan by Spouse of Non-resident Former Member: This form must be used by spouses of non-resident former members to waive entitlement to a survivor benefit if the pension plan allows unlocking by non-resident former members.

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