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Registered Pension Plan (RPP) Forms
General
Marriage Breakdown
Application for
membership in the Pension Plan
This form is to be completed by new
employees and existing employees wanting
to join the CISVA, Registered Pension
Plan. Please note that if you are
designating a minor, then Section 4 must
be completed as well.
Application for membership
in Pension Plan 
Beneficiary Change
There is no limit as to the number of
times which you may change your
beneficiary designation. Please note
that claims will be paid based on the
most current and signed document on file
as previously provided by the employee.
Beneficiary Change Form
Change of Investments
There is no limit as to the number of
times which you may change the
investments as contributed by the
employee.
Change of Investments Form
Change of Personal
Information
Change of Personal
Information
T2151 Direct Transfer
of a Single Amount
To transfer your pension funds to a
locked-in RRSP or RRIF (within the terms
and conditions set forth by the
Registered Pension Plan Document with
Group Retirement Services), the CISVA
Registered Pension Plan requires
completion and return of a CCRA T2151
form.
If you have sought employment outside of
the CISVA, please contact your new
employer to confirm if their pension
plan will accept the transfer of funds
from the CISVA Pension Plan.
T2151 fillable form
What is a Form 1?
The Form 1 - Claim of Spouse to Interest
in Member's Pension, of the Family
Relations Act, is completed by an
ex-spouse to inform the Plan that she/he
has claim of interest in a member's
account. Once the Plan receives this
notice, the Plan is under an obligation
to:
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provide the spouse with information
about the pension, and
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give the spouse advance notice before
it acts on a direction received from the
member in connection with his/her
pension
Form 1 - Claim of Spouse to Interest in
Member's Pension
Please note no funds are transferred
upon receipt of Form 1.
When can the funds be
split?
The following forms must be completed
and presented to the Benefit
Administration Office (BAO) before any
payment will be made:
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Court Order or Separation Agreement.
The order or agreement should direct the
Plan member to make payments naming the
eligible former spouse and indicating
the amount to be paid. The order or
agreement must be specific as the BAO is
not empowered to make any decisions
regarding the details of the order or
agreement.
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Form 3 - Request for Transfer from Unmatured Defined Contribution Plan - of
the Family Relations Act. This form is
completed by the spouse or former spouse
of a member who would like to transfer
their pension entitlement to their RRSP
or RPP.
Form 3 - Request for
Transfer from Unmatured Defined
Contribution Plan
Upon receipt of all the necessary forms
from an eligible former spouse the
Benefit Administration Office is
required to send the Plan member, Form 6
- Notice of Receipt. This form informs
the member that our office has received
completed forms from the eligible former
spouse, and that the Plan will be
processing the transfer of funds.
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