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Keep your plans updated

UPDATE CONTRIBUTION LEVEL

To change/update the RPP level from 3%, 7%, 8%, or 9%, or add/update/remove voluntary pension, RRSP, or TFSA contribution, please complete the form below:

NOTE: The Employer’s Representative completes and signs the Group Change form and submits it to the Benefits Administration Office. Do not mail the original signed documents to our office unless requested.

UPDATE INVESTMENT INSTRUCTION

To change/update your investment portfolio, please complete the form below:

MARRIAGE BREAKDOWN: WHAT IS FORM 1?

Form 1 – An ex-spouse completes a claim of Spouse to Interest in Member’s Pension of the Family Relations Act to inform the plan that they have a claim of interest in a member’s account. Once the plan receives this notice, the plan is under an obligation to:

REMINDER: Please note NO FUNDS are transferred upon receipt of Form 1.

 

WHEN CAN FUNDS BE SPLIT?

The following forms must be completed and presented to the Benefits Administration Office (BAO) before Canada Life will make any payment :

  • Court Order or Separation Agreement. The order or agreement should direct the Plan member to make payments by naming the eligible former spouse and indicating the amount to be paid. The order or agreement must be specific as the BAO is not empowered to decide the details of the order or agreement.
  • Form 3 – Request for Transfer from Unmatured Defined Contribution Plan – of the Family Relations Act. This form is completed by the spouse or former spouse of a member who wants to transfer their pension entitlement to their RRSP or RPP.
  • Form 3 – Request for Transfer from Unmatured Defined Contribution Plan

Upon receipt of all the necessary forms from an eligible former spouse, the Benefits Administration Office must send the Plan member Form 6 – Notice of Receipt. This form informs the member that our office has received completed forms from the eligible former spouse and that the plan will be processing the transfer of funds.

 

PENSION – NOTICE OF DEATH CLAIM FORM

If a member of the Archdiocese of Vancouver/CISVA Registered Pension Plan dies, the beneficiary should complete the Notice of Death claim form and sent directly to the Benefits Administration Office. There are additional documents that need to accompany this attachment. Therefore, DO NOT FORWARD this claim directly to Canada life, Group Retirement Services, as indicated at the top of the claim form. Once this step has been completed, Canada Life Group Retirement Services will contact the beneficiary to summarise available options.