Applications and Approvals

Subject Guide Form

Benefit Reductions

Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans

Authorization Request Form for Benefit Reducing Amendments (PDF, 229 KB)

Conversions

Guideline for Converting Plans from Defined Benefit to Defined Contribution

Terminations – Defined Contribution Plans

Filing and Reporting Requirements for Defined Contribution Pension Plan Terminations

Standardized Termination Report for Defined Contribution Pension Plans (XLSX, 62 KB)

Terminations – Defined Benefit Plans

Filing and Reporting Requirements for Defined Benefit Pension Plan Terminations

Approval Request Form for Defined Benefit Pension Plan Terminations (XLSX, 80 KB)

Registrations and Amendments – Defined Benefit Plans

(Draft) Application for Registration of a Defined Benefit (DB) Pension Plan

(Draft) Form – OSFI 48DB – Application for Registration of a Defined Benefit Pension Plan (PDF, 162 KB)

(Draft) OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form (DOC, 230 KB)

Registrations and Amendments – Defined Contribution Plans

(Draft) Application for Registration of a Defined Contribution (DC) Pension Plan

(Draft) OSFI-48DC - Application for Registration of a Defined Contribution Pension Plan (PDF, 84.1 KB)

(Draft) OSFI-593 Defined Contribution Pension Plan Text Amendment Information Form (DOC, 179 KB)

Asset Transfers – Defined Benefit

Asset Transfers related to Defined Benefit Provisions of Pension Plans

Asset Transfers Related to DB Provisions of Pension Plans (PDF, 2.15 MB)

Asset Transfers – Defined Contribution

Asset Transfers related to Defined Contribution Provisions

Standardized Asset Transfer Request Form for Defined Contribution Provisions - Provincial Plan Members Only (PDF, 2.13 MB)

Refund of Surplus

Refund of Surplus under the Pension Benefits Standards Act, 1985

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