Ontario Teachers' Pension Plan
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  Forms and Fact Sheets
The Basics I Purchasing Credit I Transferring Credit I Preparing for Retirement
Pensioners and Survivors I Shortened Life Expectancy
 
   
   
  You can complete the forms online then print, sign and send them by fax or mail to the pension plan.  
   
   
  Section 1. While you are teaching

 
   
  The Basics:
Plan at a Glance (36 KB PDF)

Information Update (243 KB PDF)
Designating a Beneficiary (211 KB PDF)
iAccess Web Registration (192 KB PDF)
Your Guide to Benefit Appeals (77 KB PDF)

Occasional Teaching (102 KB PDF)
Statutory Declaration of Separation (88 KB PDF)
Marriage Breakdown (66 KB PDF)

Sick and Disability Benefits (46 KB PDF)
Shortened Life Expectancy Kit for Teachers (323 KB PDF)
Your Disability Pension Kit (1,5 MB PDF)
 
   
   
  Buybacks:
Read these first!
You don't need a form to apply, contact us for an estimate.
See Buybacks.
Read the brochure Your Guide to Buying Back Pension Credit (915 KB PDF).
 
   
   
 
Purchasing Credit:
Pregnancy & Parental Leaves (67 KB PDF)
Buying Credit for Other Employment (173 KB PDF)
Direct Transfer Request Form T2151 (87 KB PDF)
Direct Transfer T2033 (123 KB PDF)
Tax Implications of Buying Back Credit (121 KB PDF)
Tax Deductibility (75 KB PDF)

Transferring Credit:
Pension Transfers (62 KB PDF)
Interprovincial Transfers (43 KB PDF)
 
   
   
 
TOP
 
  Section 2. Retirement

Preparing for Retirement:
Preparing to Retire - Your kit
-- a comprehensive brochure with everything you'll need.

 
   
   
 
Pension Application (254 KB PDF)
TD1 Personal Tax Credits Return (108 KB PDF)
TD1 Worksheet (86 KB PDF)
TD1ON Ontario Personal Tax Credits Return (98 KB PDF)
TD1ON Worksheet (79 KB PDF)
Waiver of Joint and Survivor Pension (275 KB PDF)
To Increase Your Survivor's Pension - for teachers (80 KB PDF)
Medical Report - to Increase Your Survivor's Pension - for teachers (216 KB PDF)
Common Law Spouses (158 KB PDF)
How CPP and Your Teachers' Pension Work Together (62 KB PDF)
Working in Education After Retirement (78 KB PDF)
Medical Coverage for Pensioners (39 KB PDF)
 
   
   
   
  Pensioners and Survivors:
Inflation Protection (131 KB PDF)
Pension Reinstatement Form (83 KB PDF)
Pension Payment Banking Request (180 KB PDF)
Non-Resident Pension Payments (41 KB PDF)
U.S. Direct Deposit Sign Up Form (57 KB PDF)
Foreign Wire Application (130 KB PDF)
Survivor Pensions After Retirement - for pensioners (93 KB PDF)
Medical Report - Survivor Pension for a New Spouse After Retirement (325 KB PDF)
Shortened Life Expectancy Kit for Pensioners (193 KB PDF)
Declaration of Attendance at School or University (41 KB PDF)
 
   
   
   
  Please read these instructions for help completing forms.  
   


       
  Posted July 2008 TOP  
       

 
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