Annual Filing Requirements (Defined Benefit Plans)

Preparation of Actuarial Reports for Defined Benefit Pension Plans

Reminder to update contact information

Replicating Portfolio Information Summary

Replicating Portfolio Information Summary (PDF, 646 KB)

Revised processes performed by a Local Registration Authority in the Regulatory Reporting System

Reminder to update contact information

Filing through RRS and BoC Connect

Electronic filing of documents with OSFI – Update

Actuarial Information Summary

Actuarial Information Summary Form (PDF, 551 KB)

Solvency Information Return

Solvency Information Return Form (PDF, 58 KB)

Extension to filing deadlines

Auditor’s Report Filing Confirmation

Auditor’s Report Filing Confirmation Form (PDF, 326 KB)

Certified Financial Statements (OSFI 60)

Certified Financial Statements Form (PDF, 271 KB)

OSFI 49 Annual Information Return, OSFI 49A Schedule A – Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification (PPACC)

OSFI 49 - Annual Information Return Form (PDF, 250 KB)

OSFI 49A - Canada Revenue Agency Information Requirements Form (PDF, 435 KB)

PPACC Form (PDF, 178 KB)

Completing the Replicating Portfolio Information Summary

Regulatory Reporting System

Using OSFI’s pension email account

Updating contact information in the Regulatory Reporting System

Filing Process for Defined Benefit Pension Plan Returns

Adding, Editing, or Removing an RRS Portal User or Local Registration Authority

Manage Corporate Returns User Guide

Reporting Membership Numbers on the OSFI 49 Annual Information Return

Multi-jurisdictional Plans Regulated by OSFI

Filing Financial Statements and an Auditor’s Report