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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)
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Information Update
(243 KB PDF)
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Designating a Beneficiary
(211 KB PDF)
•
i
Access Web Registration
(192 KB PDF)
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Your Guide to Benefit Appeals
(77 KB PDF)
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Occasional Teaching
(102 KB PDF)
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Statutory Declaration of Separation
(88 KB PDF)
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Marriage Breakdown
(66 KB PDF)
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Sick and Disability Benefits
(46 KB PDF)
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Shortened Life Expectancy Kit for Teachers
(323 KB PDF)
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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)
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Buying Credit for Other Employment
(173 KB PDF)
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Direct Transfer Request Form T2151
(87 KB PDF)
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Direct Transfer T2033
(123 KB PDF)
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Tax Implications of Buying Back Credit
(121 KB PDF)
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Tax Deductibility
(75 KB PDF)
Transferring Credit:
•
Pension Transfers
(62 KB PDF)
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Interprovincial Transfers
(43 KB PDF)
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Section 2. Retirement
Preparing for Retirement:
•
Preparing to Retire - Your kit
-- a comprehensive brochure with everything you'll need.
•
Pension Application
(254 KB PDF)
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TD1 Personal Tax Credits Return
(108 KB PDF)
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TD1 Worksheet
(86 KB PDF)
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TD1ON Ontario Personal Tax Credits Return
(98 KB PDF)
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TD1ON Worksheet
(79 KB PDF)
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Waiver of Joint and Survivor Pension
(275 KB PDF)
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To Increase Your Survivor's Pension - for teachers
(80 KB PDF)
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Medical Report - to Increase Your Survivor's Pension - for teachers
(216 KB PDF)
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Common Law Spouses
(158 KB PDF)
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How CPP and Your Teachers' Pension Work Together
(62 KB PDF)
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Working in Education After Retirement
(78 KB PDF)
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Medical Coverage for Pensioners
(39 KB PDF)
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Pensioners and Survivors:
Inflation Protection
(131 KB PDF)
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Pension Reinstatement Form
(83 KB PDF)
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Pension Payment Banking Request
(180 KB PDF)
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Non-Resident Pension Payments
(41 KB PDF)
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U.S. Direct Deposit Sign Up Form
(57 KB PDF)
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Foreign Wire Application
(130 KB PDF)
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Survivor Pensions After Retirement - for pensioners
(93 KB PDF)
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Medical Report - Survivor Pension for a New Spouse After Retirement
(325 KB PDF)
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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
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