You may be trying to access this site from a secured browser on the server. Please enable scripts and reload this page.
Skip to main content
Skip to secondary menu
Government of Canada navigation bar
Canada.ca
Services
Departments
Français
Office of the Superintendent of Financial Institutions
Search
Search website
Site Menu
Financial Institutions
Pension Plans
Office of the Chief Actuary
For the Public
Breadcrumb Trail
Home
Pension Plans
Pension Plan Administrators
Guides and Forms
Amendments, Applications and Approvals
Amendments, Applications and Approvals
Page Content
Amendments – Defined Benefit and Defined Combination Plans
Instruction Guide:
Amendments to Supporting Documents
Forms:
OSFI 594 – Defined Benefit/Combination Pension Plan Amendment Information Form (PDF, 242 KB)
RRS Filing Instructions:
Filing Pension Plan Amendments using RRS
RRS Sample forms:
PP1 - Amendments to Pension Plans and To Documents That Create or Support The Plan or The Pension Fund (sample)
Amendments – Defined Contribution Plans
Instruction Guide:
Amendments to Supporting Documents
Forms:
OSFI 593 – Defined Contribution Pension Plan Text Amendment Information Form (PDF, 210 KB)
RRS Filing Instructions:
Filing Pension Plan Amendments using RRS
RRS Sample forms:
PP1 - Amendments to Pension Plans and To Documents That Create or Support The Plan or The Pension Fund (sample)
Asset Transfers – Defined Benefit
Instruction Guide:
Asset Transfers related to Defined Benefit Provisions of Pension Plans
Forms:
Approval Request Form – Asset Transfers related to Defined Benefit Provisions of Pension Plans (PDF, 2.15 MB)
RRS Filing Instructions:
Filing an Application for Approval of an Asset Transfer related to Defined Benefit Provisions using RRS
RRS Sample forms:
PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample)
Asset Transfers – Defined Contribution
Instruction Guide:
Asset Transfers related to Defined Contribution Provisions of Pension Plans (Draft)
Forms:
Standardized Asset Transfer Request Form – Asset Transfers related to Defined Benefit Provisions of Pension Plans (PDF, 299 KB)
RRS Filing Instructions:
Filing an Application for Approval of an Asset Transfer related to Defined Contribution Provisions (Provincial Plan Members Only) using RRS
RRS Sample forms:
PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample)
Benefit Reductions
Instruction Guide:
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
Forms:
Authorization Request Form – Amendments Reducing Benefits (PDF, 223 KB)
RRS Filing Instructions:
Filing an Application for Approval of Amendments Reducing Benefits using RRS
RRS Sample forms:
PP7 - Approval Request Return for Amendments Reducing Benefits (sample)
Conversions
Instruction Guide:
Guideline for Converting Plans from Defined Benefit to Defined Contribution
Forms:
N/A
RRS Filing Instructions:
N/A
RRS Sample forms:
N/A
Refund of Surplus
Instruction Guide:
Refund of Surplus to the Employer
Forms:
N/A (Refer to Instruction Guide)
RRS Filing Instructions:
Filing an Application for Approval of a Refund of Surplus to the Employer using RRS
RRS Sample forms:
PP8 - Application for a Refund of Surplus to The Employer (sample)
Registrations – Defined Benefit Plans
Instruction Guide:
Registration of a Defined Benefit Pension Plan
Forms:
OSFI 48DB – Application for the Registration of a Defined Benefit Pension Plan (PDF, 603 KB)
RRS Filing Instructions:
N/A - Submitted via email to
pensions@osfi-bsif.gc.ca
RRS Sample forms:
N/A - Submitted via email to
pensions@osfi-bsif.gc.ca
Registrations – Defined Contribution Plans
Instruction Guide:
Registration of a Defined Contribution Pension Plan
Forms:
OSFI-48DC – Application for the Registration of a Defined Contribution Pension Plan (PDF, 540 KB)
RRS Filing Instructions:
N/A - Submitted via email to
pensions@osfi-bsif.gc.ca
RRS Sample forms:
N/A - Submitted via email to
pensions@osfi-bsif.gc.ca
Terminations – Defined Benefit Plans
Instruction Guide:
Termination of a Defined Benefit Pension Plan
Forms:
Approval Request Form – Termination of a Defined Benefit Pension Plan (PDF, 308 KB)
RRS Filing Instructions:
Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using RRS
RRS Sample forms:
PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample)
Terminations – Defined Contribution Plans
Instruction Guide:
Termination of a Defined Contribution Pension Plan
Forms:
Standardized Termination Report – Defined Contribution Pension Plans (PDF, 647 KB)
RRS Filing Instructions:
Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using RRS
RRS Sample forms:
PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample)
Modified Date:
2022-12-07
Secondary menu
Pension Plan Legislation & Guidance
Acts, Regulations & Directives
Guidance by Topic:
Defined Benefit
Defined Contribution
Pooled Registered Pension Plans
Guides and Forms
Amendments, Applications and Approvals
Annual Regulatory Filings
Pooled Registered Pension Plans
Other OSFI Guidance
CAPSA Guidelines
Information For
Pension Plan Administrators
Pension Plan Members
Frequently Asked Questions
Risk Assessment and Intervention
Supervisory Practices
Glossary
Pension Plans Glossary
Federally Regulated Private Pension Plans
Search For a Pension Plan