Pension application checklist

Use our pension application checklist to stay on track when applying for your pension.

Although there are many details to consider when applying for your pension, our online application makes the process streamlined and efficient. The following checklist can also help you stay on track.

Informing your employer

Contact your employer in writing to arrange your last day of paid employment. We suggest you provide as much notice as possible to ensure a smooth transition to retirement. We also recommend clarifying with your employer when your extended health care and dental coverage ends.

Ensuring your personal information is correct

Sign in to My Account to ensure that your personal information is correct and current. In particular, make sure that your personal email and phone number are listed, not your work contact information. If you have a former spouse with an entitlement to receive a portion of your pension, ensure you have uploaded a copy of your separation agreement or court order.

Applying to retire

No more than 90 days before your pension effective date:

Sign in to My Account to apply for your pension online

Apply for voluntary retirement health coverage, if you are interested

Contact Service Canada to learn about other programs you may qualify for, such as:

Canada Pension Plan (available from age 60)

Old age security (available from age 65)


External links for pension application checklist

Canada Pension Plan

Old Age Security pension

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