Remittance of Pension Plan Assessments

The Office of the Superintendent of Financial Institutions (OSFI) has issued a Pension Assessment Remittance Form to assist plan administrators in the calculation and remittance of their annual pension assessment for plan years ending between October 1, 2014 and September 30, 2015.

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 members, deferred vested members, retirees, spouses and other survivors.

Pension Assessment Remittance Form