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From the time you submit your document, please allow two to three business days for us to review it.
General
Government tax forms
- TD1 Personal Tax Credits Return, form
- TD1 Worksheet, form
- TD1ON Ontario Personal Tax Credits Return, form
- TD1ON Worksheet, form
Pension deposit
- Non-resident Pension Payments, fact sheet
- Pension Payment Banking Request, form
- U.S. Direct Deposit Sign Up, form
- Foreign Wire Application, form
Survivor benefits
- Survivor Pensions for Dependent Children, fact sheet
- Declaration of Attendance at School or University, form (e-signature enabled)
- Shortened Life Expectancy Kit for Pensioners, fact sheets
- Shortened Life Expectancy Kit for Pensioners (if married or common-law) – e-signature enabled
- Shortened Life Expectancy Kit for Pensioners (if not married or common-law) – e-signature enabled
Marriage after retirement
- Statutory Declaration of Common-law Relationship, form
- Survivor Pensions After Retirement – for pensioners, fact sheet
- Survivor Pensions After Retirement – for pensioners, form and fact sheet (e-signature enabled)
- Medical Report – Survivor pension for a new spouse after retirement, medical report (e-signature enabled)
Spousal breakdown (signed separation agreements on or after Jan. 1, 2012)
- Pensions and Marriage Breakdown – a Guide for Members and their Spouses, by the Financial Services Regulatory Authority (FSRA)
- Family Law Forms
- 1 - Application for Family Law Value (Family Law Form FL-1) – we have several e-signature enabled versions of this form, select the one that best meets your needs (the appendices are optional):
- Family Law Form FL-1 with Appendix A (Joint Declaration of Period of Spousal Relationship) – use this version if you don’t have the other proof documents listed in Part G of Family Law Form FL-1
- Family Law Form FL-1 with Appendix B (Request for Two Family Law Values) – use this version if you and your spouse haven’t determined your family law valuation date and want to propose two different dates
- Family Law Form FL-1 with Appendix A and Appendix B – use this version if you need to complete both appendices
- Family Law Form FL-1 only (no appendices) – use this version if you don’t need to complete either appendix
- Appendix A only (Joint Declaration of Period of Spousal Relationship)
- Appendix B only (Request for Two Family Law Values)
- 6 - Spouse's Application to Divide a Retired Member's Pension (Family Law Form FL-6) – e-signature enabled
- 8 - Post-retirement Waiver of Survivor Pension After Separation (Family Law Form FL-8) – e-signature enabled
- 1 - Application for Family Law Value (Family Law Form FL-1) – we have several e-signature enabled versions of this form, select the one that best meets your needs (the appendices are optional):