Pension guidance by topic

Year Title Publication type Plans Topics
2016 Standardized termination report for Pooled Registered Pension Plans [ XLSX 80.54 KB ] Form
  • Pooled registered pension plan
  • Terminations
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
2018 Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans [ PDF 268.43 KB ] Form
  • Defined benefit plans
  • Asset transfers
2024 Auditor's report filing confirmation form [ PDF 191.73 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2022 OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan [ PDF 452.72 KB ] Form
  • Defined benefit plans
  • Registrations
2023 Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans [] Form
  • Defined contribution plans
  • Asset transfers
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2015 Pooled Registered Pension Plan Amendment Information Form Form
  • Pooled registered pension plan
  • Amendments
2022 OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan [ PDF 421.68 KB ] Form
  • Defined contribution plans
  • Registrations
2018 Standardized Asset Transfer Request Form for Defined Contribution Provisions [ PDF 264.85 KB ] Form
  • Defined contribution plans
  • Asset transfers
2020 OSFI-593: Defined Contribution Pension Plan Text Amendment Information Form [ PDF 210 KB ] Form
  • Defined contribution plans
  • Amendments
2024 Actuarial Information Summary Form [ PDF 962.31 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Approval Request Form for Termination of a Defined Benefit Pension Plan [ PDF 346.57 KB ] Form
  • Defined benefit plans
  • Terminations
2021 Pooled Registered Pension Plan Annual Information Return [ PDF 168.08 KB ] Form
  • Pooled registered pension plan
  • Annual filing requirements
2019 Schedule of Expected Pension Contributions Form [ PDF 164.93 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2020 OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form [ PDF 303.63 KB ] Form
  • Defined benefit plans
  • Amendments
2024 OSFI 49 Annual Information Return [ PDF 1.61 MB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Standardized Termination Report for Defined Contribution Pension Plans [ PDF 356.39 KB ] Form
  • Defined contribution plans
  • Terminations