Forms

A pension estimate can be prepared to provide an estimated forecast of the pension benefits that will become available you. Please review the Retiring from UVic section of this website for important information.

• Application for pension estimate

• Declaration of marital status

A spouse, as defined in the Pension Benefits Standards Act, is automatically entitled to survivor benefits.  Use this form to confirm or update your marital status. 

• Designation of beneficiary (pre-retirement)
• Declaration appointing beneficiary (at retirement or post-retirement)

• Authorization to contact a representative

You can also provide a copy of a Power of Attorney to Pension Services. 

The following spousal waivers are prescribed under the Pension Benefits Standards Act. A spouse can choose to use these forms to waive their entitlements to survivor benefits, under different circumstances: 

• Spousal waiver Form 2 

Use this form to permit the selection of survivor benefits that provide less than the minimum benefit required under the Pension Benefits Standards Act.

• Spousal waiver Form 4

Use this form to permit the designation of a beneficiary who is not a spouse.

• Spousal waiver Form 3

Use this form to permit a transfer to an external vehicle.

• Application for direct deposit
  *Direct deposit is available for Canadian bank account only

• Locked-in Retirement Account agreement (used to transfer funds to a LIRA)
• CRA T2151 - Direct transfer of a single amount

Please refer to the Divorce & separation section of this website for information and forms related to pension division.

Claim and request for information and notice (Form P1)

This form is used by a former spouse who is making a claim against the member's benefits. After this form is delivered to the Pension Services, the former spouse is entitled to receive:

• information from the administrator/annuity issuer about the benefits
• 30 days' advance notice of changes of circumstances affecting the benefits

Agreement to have benefits divided under Part 6 (Form P9), separation agreement, or court order

The form P9 is used in lieu of a formal agreement or court order that addresses the division of pension benefits.

The separation agreement or court order must provide clear direction on how the pension is to be divided. The following information MUST be included:

• the name of the pension plan to be divided (University of Victoria Staff Pension Plan).

• the day, month and year of the entitlement period.

• the method to be used to divide the pension (e.g., 50% of the pension during the entitlement period, or any other agreed-to portion

Withdrawal of notice/Waiver of claim (Form P7)

This form is used if a former spouse decides to withdraw a notice or other document previously delivered, or to relinquish a claim to the benefits. A notice cannot be withdrawn once the benefit division arrangements are completed.

Change of information (Form P8)

This form is used to update your contact information.

Notice of assignment of survivor benefits by agreement or Order (Form P10)  NEW

A Form P10 is used if

• the member’s pension/annuity has commenced,
• the spouse is entitled to survivor benefits under the pension/annuity, and
• the spouse has entered into a written agreement or has been ordered by the Supreme Court to pay some or all of the survivor benefits to another person under section 126.1 of the Family Law Act.