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Form library

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Form Library

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Member Forms

Employer Forms

Canada Revenue Agency Forms

Member Forms

Frequently used processes and forms

Designation of Beneficiary (Pre-Retirement) form

Designation of Beneficiary (Variable Benefits) form

Investment Instructions form

Investment Instructions (myCSSPEN login required) process

Update Contact Information (myCSSPEN login required) process

Member Information Change form

Transfer-in forms

Application to Transfer-in funds

T2033 - Direct Transfer

Monthly pension and Variable Benefit Payment recipient forms

Direct Deposit of Variable Benefits/Monthly Pension

Variable Benefit Lump Sum Withdrawal (SK)

Variable Benefit Lump Sum Withdrawal (Non-SK)

Variable Benefit Payment Change (SK)

Variable Benefit Payment Change (Non-SK)

Beneficiary related forms

Additional spousal forms may be required

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Designation of Beneficiary - Pre-Retirement

Designation of Beneficiary - Variable Benefits

Designation of Beneficiary - Monthly Pension

Transfer-out and withdrawal forms

Additional spousal forms may be required

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Withdrawal and transfer instructions

Application for Withdrawal or Transfer

Spousal Forms

Alberta

AB forms

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Alberta Pension Partner Waiver of Entitlement to a 60% Joint and Survivor Pension from a Pension Plan (Form 4)

Alberta Pension Partner Waiver of Entitlement to a Death Benefit Before Pension Commencement in a Pension Plan (Form 5)

Alberta Pension Partner Waiver to Entitlement to a Death Benefit After Pension Commencement (Form 9)

Alberta Pension Partner Waiver to Establish a Life Income Fund from a Pension Plan (Form 15)

Alberta Pension Partner Waiver to Establish LITB Account (Form 8)

Alberta Pension Partner Waiver to Permit Unlocking From a Pension Plan Due to Shortened Life Expectancy or Non-Residency (Form 6)

Alberta Pension Partner Waiver to Permit Up to 50% Unlocking From a Pension Plan on Establishment of a Life Income Type Benefit Account or Life Income Fund (Form 7)

British Columbia

BC forms

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British Columbia Spousal Consent to Transfer to a Life Income Fund or Establishment of a Life Income Type Benefit Account (Form 3)

British Columbia Spouse Waiver of 60 per cent Lifetime Survivor Benefit (Form 2)

British Columbia Spouse’s Waiver of Beneficiary Right to Benefits in a Pension Plan Before Pension Start (Form 4)

British Columbia Spouse’s Waiver to Permit Benefits in a Pension Plan to be Unlocked (Form 1)

Federal Forms

Federal forms

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Federal Spouse's or Common Law Partner's Consent for the Transfer of a Pension Benefit Credit (Form 3.1)

Manitoba

MB forms

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Manitoba Consent to Withdrawal for Non-residency Status (Form 3)

Manitoba Waiver of 60 per cent Joint Pension Entitlement for Pension Plan or Locked-In Retirement Account (Form 5A)

Manitoba Waiver of 60% Joint Pension Entitlement Under a Pension Plan Due to Terminal Illness or Disability (Form 1)

Manitoba Waiver of Survivor or Death Benefit (Form 2)

Nova Scotia

NS forms

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Nova Scotia Spousal Consent to Transfer to a LIF or to a Variable Benefit (Form 9)

Ontario forms

ON forms

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Ontario Application to Withdraw or Transfer up to 50% of Amount Transferred to a Variable Benefit Account (Form VB 2)

Ontario Direction of Retired Member to Transfer an Amount out of a Variable Benefit Account (Form VB 3)

Ontario Direction of Spouse as Specified Beneficiary to Continue Receiving Variable Benefit Payments (Form VB 5)

Ontario Direction of Spouse as Specified Beneficiary to Transfer an Amount out of a Variable Benefit Account (Form VB 6)

Ontario Spousal Waiver of a Death Benefit from a Variable Benefit Account (Form VB 4)

Ontario Spouse’s Consent to a Transfer to a Life Income Fund (LIF)

Ontario Waiver of Joint and Survivor Pension – Variable Benefit Account (Form VB 1)

Ontario Waiver of Joint and Survivor Pension (Form 3)

Ontario Waiver of Pre-Retirement Death Benefit (Form 4)

Ontario Waiver of Survivor benefit from a registered pension plan by a spouse of a non-resident former member (Form 4.2)

Saskatchewan

SK forms

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Saskatchewan Spousal Consent RE: pRRIF from RPP or LIRA (Form 1)

Saskatchewan Spousal Consent to Transfer to a Variable Benefit Account (Form 2.01)

Saskatchewan Spousal Waiver of Designated Beneficiary Status Under a Variable Benefit Account (Form 2.02)

Saskatchewan Spousal Waiver of Prescribed Pension (Form 3)

Saskatchewan Spouse Pre-Retirement Waiver (Form 2.1)

Employer Forms

Employee Membership Application

Employee Termination Notice

Employer Online Access Application

Missed Contribution or Employment Status Change

Part-time Employee Acknowledgement of Eligibility

Canada Revenue Agency Forms

NR5 - Application by a Non-Resident of Canada for a Reduction in the Amount of Non-Resident Tax Required to be Withheld

T2033 - Direct Transfer

T2151 - Direct Transfer of a Single Amount

TD1 - Personal Tax Credits Returns (to update your tax deductions, please complete new TD1 forms)

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CSS Pension Plan

Fifth floor, 333 - 3rd Ave. N.

Saskatoon, SK S7K 2M2

Phone: (306) 477-8500

Toll-free: 1-844-427-7736

Fax: (306) 244-1088

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