Office of the Superintendent of Financial Institutions
The purpose of the OSFI 575 is to gather information that OSFI uses in calculating the Estimated Solvency Ratio (ESR) for a pension plan and supervisory monitoring of contribution holidays.
Pension plans registered under the PBSA are requested to provide OSFI with early information on contribution holidays and annual rates of return for the fund for the fiscal year ending between October 1, 2014, and September 30, 2015.
Filing instructions for the OSFI 575 are as follows:
If you have questions concerning the OSFI 575 form, please contact the Relationship Manager for your plan. All regulatory returns are available on our Web site (www.osfi-bsif.gc.ca).