Pension Plan Assessment Remittance Form - PBSA

Please note, the number of plan members and other beneficiaries to be used in determining the annual pension assessment should be the same as the "Grand Total" number in line 38 of the plan's OSFI 49 Annual Information Return. This number should represent all plan beneficiaries including active and inactive members, deferred vested members, retirees, survivors, and any other person entitled to pension benefits who has not transferred their benefit from the pension fund.

Please complete the form applicable to the period for which you are remitting an assessment.

2018-2019

This form is applicable for

  • new plans filed for registration between April 1, 2018 and March 31, 2019; and
  • existing plans with a plan year end between October 1, 2017 and September 30, 2018.

2017-2018

This form is applicable for

  • new plans filed for registration between April 1, 2017 and March 31, 2018; and
  • existing plans with a plan year end between October 1, 2016 and September 30, 2017.