Forms and downloads

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Forms and Downloads
Forms

To view the form, select either the Montreal or the Waterloo link. If your plan is serviced out of the Ottawa, Montreal, or Halifax Group Pension office, tell your members to use the Montreal forms.


Forms marked with an asterisk* can be completed online. All other forms need to be printed then completed.


Some forms have a Montreal or Waterloo mailing address. Use the form with the same mailing address that appears in the "To contact us" section of the Bulletin board on your member statement. If in doubt, please use the form with the Waterloo mailing address.


Registered Pension Plan (RPP)
Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
Deferred Profit Sharing Plan (DPSP)
Employee Profit Sharing Plan (EPSP)
Non-Registered Retirement Savings Plan (NRSP)
Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF)
Personal Plans
Investment Only Plans (CIO)
Downloads
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Defined Contribution Plans (GRO)
Investment Only Plans (CIO)
Web Links for Defined Contribution Plans (GRO)
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Find information about managing a group savings and retirement plan by following the links below:



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