|
2014
|
Definition of “mutual fund” and “pooled fund”
|
Advisory
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2023
|
Technology and cyber security incident reporting
|
Advisory
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
|
2014
|
Longevity Insurance and Longevity Swaps
|
Advisory
|
|
- Investment of pension funds
|
|
2021
|
Form 2 - Attestation Regarding Spouse/Common-Law Partner
[
PDF 941.83 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2020
|
OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form
[
PDF 303.63 KB
]
|
Form
|
|
|
|
2024
|
Pension Plan Annual Corporate Certification (PPACC)
[
PDF 670.95 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[
PDF 871.47 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2022
|
Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
|
Form
|
|
|
|
2024
|
Auditor's report filing confirmation form
[
PDF 191.73 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2022
|
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
|
Form
|
|
|
|
2024
|
Certified Financial Statements (OSFI 60)
[
PDF 858.95 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2024
|
Solvency Information Return form
[
PDF 692.45 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2021
|
Approval Request Form for Termination of a Defined Benefit Pension Plan
[
PDF 346.57 KB
]
|
Form
|
|
|
|
2018
|
Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans
[
PDF 268.43 KB
]
|
Form
|
|
|
|
2024
|
Actuarial Information Summary Form
[
PDF 962.31 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2019
|
Schedule of Expected Pension Contributions Form
[
PDF 164.93 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
Replicating Portfolio Information Summary (form)
[
PDF 810.41 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2024
|
OSFI 49 Annual Information Return
[
PDF 1.61 MB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship
[
PDF 223.22 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
Solvency Information Return (sample)
[
PDF 57.2 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
