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Information Sheets & Forms

There will be occasions when our administrator, Alberta Pensions Services Corporation (APS), will need information from you to keep your pension record current or to make a pension transaction on your behalf. For example, APS may need to verify your date of birth if you want to transfer your pension benefits from another plan or retire.

The forms needed for these situations are listed below, among others. For your convenience, we have included information sheets with most of the forms. Read the information carefully, then:

Print the form and complete it by hand.
Sign and date the form.
Send the form to APS at the address provided on the form.

To be valid, the paper copy of the form must be signed by hand, in ink. No form of electronic signature is acceptable for pension purposes.

You will need Adobe Acrobat Reader to view the files if you do not already have it. The reader is available free of charge from the Adobe website at www.adobe.com.

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)
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 SFPP, you may be able to take a lump-sum payout of those funds to purchase optional service under SFPP.
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 pensioners.
Information Sheet:	Coordinating Your Pension (802) Coordination is a feature of SFPP 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 SFPP pension begins.
Information Sheet:	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:	Leaving the Plan - Package A (803a) Leaving the Plan with less than 5 years of plan membership.
Information Sheet:	Leaving the Plan - Package B (803b) Leaving the Plan under age 55 with 5 or more years of plan membership, but fewer than 25 years of plan membership.
Information Sheet:	Leaving the Plan - Package C (803c) Leaving the Plan at age 55 or older, or with 25 or more years of plan membership
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 Pension Partner Funds to RRSP (33s)
Form:	Transfer Funds to a LIRA (34)
Form:	Transfer Pension Partner Funds to LIRA (35)
Form:	Designation of Beneficiary(ies) (2)
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)
Information Sheet:	Who looks after your pension plan? (832) Information about the roles and responsibilities of the organizations that work together to manage and administer your pension plan.

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