Forms directory

Transaction pages provide the background information you need to complete a task relating to your pension. Please use our transaction pages to help you complete required forms. This will help us process your request efficiently.


Form

 

Transaction page

Add spouse and/or dependant coverage (for extended health care and dental)
Posted: May 11, 2023

 

Add a spouse or dependant(s) to your extended health coverage

Change of address (for active and retired member)
Posted: April 3, 2018

   

Change of beneficiary (for retired member)
Posted: April 10, 2019

 

Submit a form to change your beneficiary

Child-rearing declaration form
Posted: March 16, 2018

 

Submit a form to claim a child-rearing credit

Declaration of change of name (first or middle name only)
Posted: October 10, 2014

 

Submit a form to change your first or middle name(s)

Direct deposit authorization (for retired member or beneficiary) (financial institutions within Canada)
Posted: May 16, 2024

  Submit a form to update your Canadian bank information

Form P1 (Division of pensions regulation, s.4 (a)) Claim and request information and notice
Posted: March 17, 2013

  Submit your claim to an interest in your former spouse’s pension
Pension and marital breakdowns: information for lawyers

Form P2 (Division of pensions regulation, s.4 (b)) Request for designation as limited member
Posted: March 17, 2013

  Submit your limited member application
Pension and marital breakdowns: information for lawyers

Form P3 (Division of pensions regulation, s.4 (c)) Request for transfer from defined contribution account
Posted: March 17, 2013

   

Form P4 (Division of pensions regulation, s.4 (d)) Request by limited member for transfer or separate pension
Posted: September 29, 2015

  Pension and marital breakdowns: information for lawyers

Form P5 (Division of pensions regulation, s.4 (e)) Waiver of survivor benefits after pension commencement
Posted: March 17, 2013

  Pension and marital breakdowns: information for lawyers

Form P7 (Division of pensions regulation, s.4 (f)) Withdrawal of notice/waiver of claim
Posted: March 17, 2013

  Pension and marital breakdowns: information for lawyers

Form P8 (Division of pensions regulation, s. 6) Change of information
Posted: March 17, 2013

  Pension and marital breakdowns: information for lawyers

Form P9 (Division of pensions regulation, s. 1) Agreement to have benefits divided under part 6
Posted: March 17, 2013

  Submit a form to divide your pension
Pension and marital breakdowns: information for lawyers

Green Shield Canada application for voluntary extended health care and dental benefits
Posted: February 15, 2024

 

Submit a form to apply for retirement health coverage

Green Shield Canada pre-authorized debit (PAD) application
Posted: July 13, 2023

  Sign up for pre-authorized debit for health coverage premiums

Green Shield Canada voluntary dental plan upgrade application
Posted: March 31, 2017

  Submit a form to upgrade your dental plan

Interprovincial reciprocal agreement: Part 1 (Alberta only)
Posted: February 11, 2021

  Apply to transfer service earned in Alberta before 1995

Interprovincial reciprocal transfer agreement - appendix A
Posted: February 18, 2021

  Apply to transfer service from a teachers' pension plan in another province

Nomination of beneficiary (for limited member)
Posted: July 24, 2023

  Submit a form to name a beneficiary (limited member)

Nomination of beneficiary (pre-retirement)
Posted: March 29, 2018

  Submit a form to name (or change) a beneficiary

Pension transfer application (appendix A - transfer information request and authorization)
Posted: March 16, 2018

  Apply to transfer service from a (non-teachers') public sector pension plan

Purchase of service application package
Posted: October 14, 2022

  Submit a form to buy service

Release of information authorization
Posted: November 13, 2008

  Authorize us to share your pension information (active or inactive member)

Release of information authorization (for retired member)
Posted: July 29, 2013

  Authorize us to share your information (retired member)

RRSP transfer
Posted: July 27, 2023

   

Spousal declaration
Posted: September 29, 2021

  Submit a form to declare your marital status at retirement

U.S. direct deposit authorization (financial institutions within the United States)
Posted: June 26, 2023

  Apply for direct deposit to a U.S. bank account
 

External Forms

Form 2 Spouse's waiver of 60% lifetime survivor's benefit and/or beneficiary rights from a pension plan or annuity after payments start
Note: this is a link to the BC Financial Services Authority website.
Posted: June 8, 2020

 

Submit a form to reduce your death (survivor) benefit after retirement

Submit a form to waive your beneficiary rights to your spouse's pension

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
Note: this is a link to the Financial Institutions Commission website.
Posted: June 8, 2020

 

Submit a form to waive your pre-retirement death (survivor) benefit

Green Shield Canada dental claim form
Note: return this completed form to Green Shield Canada not the pension plan.
Posted: March 31, 2017

   

Green Shield Canada general claim submission form
Note: return this completed form to Green Shield Canada not the pension plan.
Posted: March 31, 2017

   

TD1 BC British Columbia personal tax credit return
Note: return this completed form to Pension Services, not Canada Revenue Agency.
Posted: April 18, 2007

   

TD1 Personal tax credits return
Note: return this completed form to Pension Services, not Canada Revenue Agency.
Posted: May 25, 2009