Annual Filing Requirements (Defined Benefit Plans)

OSFI has filing requirements that all pension plans under its purview must adhere to, unless otherwise explicitly stated.

Publications

Type Title Year
InfoPensions Newsletter Using OSFI’s pension email account 2017
InfoPensions Newsletter Updating contact information in the Regulatory Reporting System 2017
Guidance Filing Process for Defined Benefit Pension Plan Returns 2017
Guide (OSFI-49) Annual Information Returns (AIR) 2017
Forms

OSFI 49 Annual Information Return Form (PDF, 218 KB)

OSFI 49A Schedule A – Canada Revenue Agency Information Requirements
(PDF, 199 KB)

2017
Letter Solvency Information Return – OSFI 575 2017
InfoPensions Newsletter Adding, Editing, or Removing an RRS Portal User or Local Registration Authority 2016
Guide Completing the Replicating Portfolio Information Summary 2016
User Guide Manage Corporate Returns User Guide 2016
Guide Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans 2016
InfoPensions Newsletter Reporting Membership Numbers on the OSFI 49 Annual Information Return 2016
InfoPensions Newsletter Multi-jurisdictional Plans Regulated by OSFI 2015
InfoPensions Newsletter Filing Financial Statements and an Auditor's Report 2015
Form Replicating Portfolio Information Summary (XLSX, 70.3 KB) 2015
Guide Guide to Completing the Pension Plan Annual Corporate Certification (PPACC) 2015
Guide Guide to Completing the Actuarial Information Summary 2015
Form Actuarial Information Summary (AIS) (PDF, 370 KB) 2015
Guide (OSFI-60) Certified Financial Statements (CFS) 2012-2013
Form Certified Financial Statements Form (PDF, 67 KB) 2012-2013