How to Apply

Step 1 – Request a quote

Complete the form Request for Transfer Quotation (Appendix A, Major Ontario Pension Plans) (page 3) and send it to your new pension plan, along with a photocopy of your birth certificate, Canadian passport or Ontario driver's licence, within six months of when you start contributing to the plan.

Step 2 – Pension plan provides estimate

If you are eligible to transfer credit, your new pension plan will supply a quote, referred to as the Transfer Estimate and Acceptance (Appendix B), to help you decide whether or not to transfer your pension.

Step 3 – Decide whether to transfer

To proceed with the transfer, return a signed copy of the Appendix B to the importing plan within 90 days.

Transferring pension credit from one plan to another typically takes eight to 12 months, depending on the complexity of the transfer and how quickly your new plan receives information from you and Ontario Teachers'.