Forms

Forms available from the Superintendent of Pensions

Pension Form
pdf
Updated
AIR Form - Annual Information Return
12/04/06
APP Form - Application for Registration of a Pension Plan
09/18/06
CC Form - Cost Certificate

pdf
07/09/07
CC Form Interim - Cost Certificate Interim
07/09/07
Form 1 - Prescribed Locked in Retirement Account
(Alberta LIRA) Addendum
08/17/06
Form 2 - Life Income Fund (Alberta LIF) Addendum
08/17/06

Form 3 - Pension Partner Waiver of Pre-Pension Commencement Death Benefit under Pension Plan or LIRA
08/09/06

Form 4 - Pension Partner Waiver of Post Pension Commencement Death Benefits from a Defined Benefit Portion of a Pension Plan
08/09/06

Form 5 - Pension Partner Waiver to Permit Commutation due to Shortened Life or Taking Non-Residency Status
08/09/06

Form 6 - Pension Partner Waiver on Transfer to a LIF, DC RIA or Annuity - Non-Defined Benefit
Please note: this form must also be completed by the pension partner in order to permit pre-November 1, 2006 LIF owners to withdraw up to 50% of their account balance. The Option One check box must be selected, and the pension partner must complete the Certification on page 3. A copy of the waiver form should be retained for the account file.
08/09/06

Form 7 - Schedule of Expected Contributions
08/17/06
Form 42 - Application for Inclusion on List of Acknowledged Financial Institutions
08/11/06
Form 51 - Application Form to Unlock Pension Funds due to Financial Hardship -->
Instructions and Policies -->

pdf
pdf
01/02/08
01/02/08

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Page last updated:  March 25, 2008