Forms and Resources
Pension Forms
Direct Deposit Authorization - Canadian Financial Institutions
Direct Deposit Authorization - Non-Canadian Financial Institutions
Waiver of Pre-retirement Death Benefit
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Termination Forms
T2151 Direct Transfer of a Single Amount under Subsection 147(19)
or Section 147.3
Locking-in Agreement (transfers to a RPP/RSP)
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General Forms
Change of Information Form - LPF Member
Privacy Authorization and Release Form
Reciprocal Agreement “Money Follows the Worker”
Service Canada Authorization Release Form
Workplace Safety and Insurance Board Authorization Form
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Marriage Breakdown Forms
Application for Family Law Value - Form 1
Joint Declaration of Period of Spousal Relationship - Form 2
Contact Person Authorization - Form 3
Application to Transfer the Family Law Value - Form 5
No Division of Family Law Value/Pension Assets - Form 7
Instructions:
Form 1, Form 2, Form 3, Form 5, Form 7
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Resources
Financial Services Commission of Ontario
Retirement Planning Association of Canada
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