Annual Filing Requirements (Defined Benefit Plans)

OSFI has filing requirements that all pension plans under its purview must adhere to, unless otherwise explicitly stated.

Publications

TypeTitleYear
Guide

Auditor's Report Filing Confirmation

2020
Form

Auditor's Report Filing Confirmation Form (PDF, 326 KB)

2020
Guide

Certified Financial Statements (OSFI 60)

2020
Form

Certified Financial Statements Form (PDF, 271 KB)

2020
Guide

OSFI 49 Annual Information Return, OSFI 49A Schedule A – Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification (PPACC)

2020
Forms

OSFI 49 - Annual Information Return Form (PDF, 250 KB)

OSFI 49A - Canada Revenue Agency Information Requirements Form (PDF, 435 KB)

PPACC Form (PDF, 178 KB)

2020
Guide

Guide to Completing the Actuarial Information Summary

2020
Form

Actuarial Information Summary Form (PDF, 575 KB)

2020
Guide

Completing the Replicating Portfolio Information Summary

2020
Form

Replicating Portfolio Information Summary (PDF, 270 KB)

2020
Guide

Solvency Information Return

2020
Form

Solvency Information Return Form (PDF, 247 KB)

2020
Newsletter

Regulatory Reporting System

2017
Newsletter

Using OSFI's pension email account

2017
Newsletter

Updating contact information in the Regulatory Reporting System

2017
Guidance

Filing Process for Defined Benefit Pension Plan Returns

2017
Guide

Preparation of Actuarial Reports for Defined Benefit Pension Plans

2017
Newsletter

Adding, Editing, or Removing an RRS Portal User or Local Registration Authority

2016
User Guide

Manage Corporate Returns User Guide

2016
Newsletter

Reporting Membership Numbers on the OSFI 49 Annual Information Return

2016
Newsletter

Multi-jurisdictional Plans Regulated by OSFI

2015
Newsletter

Filing Financial Statements and an Auditor's Report

2015