Office of the Superintendent of Financial Institutions
OSFI has filing requirements that all pension plans under its purview must adhere to, unless otherwise explicitly stated.
Reminder to update contact information
Revised processes performed by a Local Registration Authority in the Regulatory Reporting System
Filing through RRS and BoC Connect
Electronic filing of documents with OSFI – Update
Extension to filing deadline
Auditor's Report Filing Confirmation
Auditor's Report Filing Confirmation Form (PDF, 326 KB)
Certified Financial Statements (OSFI 60)
Certified Financial Statements Form (PDF, 271 KB)
OSFI 49 Annual Information Return, OSFI 49A Schedule A – Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification (PPACC)
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)
Regulatory Reporting System
Using OSFI's pension email account
Updating contact information in the Regulatory Reporting System
Filing Process for Defined Contribution Pension Plan Returns
Adding, Editing, or Removing an RRS Portal User or Local Registration Authority
Manage Corporate Returns User Guide
Reporting Membership Numbers on the OSFI 49 Annual Information Return
Multi-jurisdictional Plans Regulated by OSFI
Filing Financial Statements and an Auditor's Report