Annual Filing Requirements (Defined Contribution Plans)

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

Publications

Type	Title	Year
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
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 Contribution Pension Plan Returns	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