Pension Plans


Please forward Forms 1 - 4 to your pension plan administrator, employer, savings institution or insurance company holding your pension funds. You may contact your plan administrator or financial institution for assistance to complete your form

Prescribed Forms

Date   Subject
02/09/2016 Form 1 - Spouse´s Waiver to Permit Unlocking
02/09/2016 Form 2 - Spouse´s Waiver of 60% Lifetime Survivor Benefit
02/09/2016 Form 3 - Spouse´s Consent to Transfer to a LIF
02/09/2016 Form 4 - Spouse´s Waiver of Beneficiary Right To Benefits In A Pension Plan, Locked-In Retirement Account, Life Income Fund or Annuity Before Pension or Annuity Payments Start
09/11/2015 Form 5 - Administrator Statement of Compliance - Plan Registration
09/11/2015 Form 6 - Administrator Statement of Compliance - Amendment to Plan Text Document
09/11/2015 Form 7 - Administrator Statement of Compliance - Supporting Plan Document
09/11/2015 Schedule 1 - Locked-In Retirement Account - Addendum
09/11/2015 Schedule 2 - BC Life Income Fund - Addendum

Fillable Forms

09/25/2015 Form SOP-001 - Application for Registration of a Pension Plan
08/18/2016 Form SOP-002 - Application for Registration of an Amendment to a Pension Plan
09/25/2015 Form SOP-003 - Application of Amendment to a Supporting Plan Document
09/25/2015 Form SOP-004 - Schedule of Expected Contributions
07/15/2016 Form SOP-005 - Notice of Unremitted Contributions or Contributions Less than Expected
09/25/2015 Form SOP-006 - Application for Inclusion on a List of Acknowledged Financial Institutions
12/20/2018 Form SOP-007 - Application to Unlock and Withdraw B.C. Funds Due to Financial Hardship 2019
03/27/2014 Application for Solvency Moratorium 
Please refer to the instruction guide for more information about completing the Application for Solvency Moratorium .

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