Application Forms

Pre-Retirement Death Benefit Waiver (Form 9) Marriage Breakdown Booklet Marriage Breakdown Form (Division of Pension Assets for Contributors Involved in Marriage Breakdown) Pension Estimate Form Revocation of Pre-Retirement Death Benefit Waiver (Form 10)  Estate Declaration Form Designation/Change of Beneficiary Form (CBE SRP | CUPE Hospitals Pension Plan) New Member Information Form (CBE and CUPE Hospitals SRP) Purchase of Service Form (CBE) CBE Phased-in Retirement Application Form Termination | Retirement Form Statutory Declaration of Common Law Partner (Form SD2) Statutory Declaration with Proof of Marriage (Form SD1) Joint and Survivor Pension Waiver (Form 5) Declaration of Marital Status Form Survivor Benefits (Spouse or Common-Law Partner) Survivor/Death Benefits (Named Beneficiary or Estate) Religious Exemption (Form 11)

Reciprocal Transfer Agreement – PT&S | CBE SRP Reciprocal Transfer Agreement – NBU Plan | CBE SRP Reciprocal Transfer Agreement SHORTFALL Purchase – PT&S | CBE Reciprocal Transfer Agreement SHORTFALL Purchase – NBU Plan | CBE

Applying for your pension is easy, but it’s important that you understand the process and timeline. The video below provides an overview of the necessary steps.

Video: Planning for Retirement Life Events: Planning for Retirement Planning for Retirement Checklist Pension Estimate Form Termination | Retirement Form Declaration of Marital Status Form