Working member Resource Centre

General

• Your Pension Plan Guide, brochure
• Your Guide to Benefit Appeals, booklet
  • Rules of Practice and Procedures for Appeals
  • Benefit Appeal Hearing Request, form
• How CPP and Your Ontario Teachers' Pension Work Together, fact sheet

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)
  • 5 - Spouse's Application for Transfer of a Lump Sum (Family Law Form FL-5) – e-signature enabled
• Direct Transfer Request, form (e-signature enabled)

Buying back or transferring credit

• Buying Credit for Other Employment, fact sheet   
  • Buying Credit for Other Employment, form and fact sheet (e-signature enabled)
• Reduced Workload
  • Childcare, form (e-signature enabled)
  • Disability, form and medical report (e-signature enabled)
  • Disability, form and medical report (PDF)
• Tax Implications of Buying Back Credit, fact sheet 
• Tax Deductibility, fact sheet
• Pension Transfers (Major Ontario Pension Plans), fact sheet 
  • Pension Transfers (Major Ontario Pension Plans), form and fact sheet (e-signature enabled)
• Interprovincial Transfers (other teachers' pension plans), fact sheet
  • Interprovincial Transfers (other teachers' pension plans), form and fact sheet (e-signature enabled)
• Direct Transfer from RRSP (T2033), form

Leaving teaching

• Direct Transfer Request (locked-in), form (e-signature enabled)
• Direct Transfer Request (not locked-in), form (e-signature enabled)
• Pension Transfers (Major Ontario Pension Plans), form and fact sheet (e-signature enabled)
• Interprovincial Transfers (other teachers' pension plans), form and fact sheet (e-signature enabled)

Sick and disability

• Sick and Disability Benefits Overview, fact sheet

Applying for your disability pension – here’s what you need if you’re planning on applying for your disability pension: 

1. Your Disability Pension Kit, fact sheets – understand all your options before deciding
2. Medical Report for medical pre-approval – getting a pre-approval keeps your pension options open before making your decision:
   • Medical Report, form and fact sheet (e-signature enabled)
   • Medical Report, form and fact sheet (PDF) – use this version if your doctor requires a paper form and upload it to your Document Centre once completed
3. Disability Pension Application (e-signature enabled) – once you’re pre-approved and ready, submit your disability pension application online
    

• Shortened Life Expectancy Kit for Working Members, fact sheets
  • Shortened Life Expectancy Kit for Working Members (if married or common-law) – e-signature enabled
  • Shortened Life Expectancy Kit for Working Members (if not married or common-law) – e-signature enabled
• Direct Transfer Request, form (e-signature enabled)

Survivor benefits

• *Designating a Beneficiary, form and fact sheet
  
• Survivor Pensions for Dependent Children, fact sheet

Getting ready to retire

• Waiving Your Joint and Survivor Pension, fact sheet
  • Waiving Your Joint and Survivor Pension, form and fact sheet (e-signature enabled)
• *To Increase Your Survivor's Pension – for teachers, form (e-signature enabled)
• Statutory Declaration of Common-law Relationship, form
• Statutory Declaration of Separation, form 
• How CPP and Your Teachers' Pension Work Together, fact sheet
• 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