Pension Forms

someone writing on a form with a pen

Prescribed Forms

FormDownload
Form 1 — Spouse´s Waiver to Permit UnlockingDownload
Form 2 — Spouse´s Waiver of 60% Lifetime Survivor BenefitDownload
Form 3 — Spouse´s Consent to Transfer to a LIFDownload
Form 4 — Spouse´s Waiver of Beneficiary Right To Benefits In A Pension Plan, Locked-In Retirement Account, Life Income Fund or Annuity Before Pension or Annuity Payments StartDownload
Form 5 — Administrator Statement of Compliance — Plan RegistrationDownload
Form 6 — Administrator Statement of Compliance — Amendment to Plan Text DocumentDownload
Form 7 — Administrator Statement of Compliance — Supporting Plan DocumentDownload
Schedule 1 — Locked-In Retirement Account — AddendumDownload
Schedule 2 — BC Life Income Fund — AddendumDownload

Fillable Forms

FormDownload
Application for Registration of a Pension PlanDownload
Application for Registration of an Amendment to a Pension PlanDownload
Application of Amendment to a Supporting Plan DocumentDownload
Schedule of Expected ContributionsDownload
Notice of Unremitted Contributions or Contributions Less than ExpectedDownload
Application for Inclusion on a List of Acknowledged Financial InstitutionsDownload
Application to Unlock and Withdraw B.C. Funds Due to Financial Hardship 2021Download