Public Employees Pension Plan Forms

Forms marked with an asterisk * are fillable. That means you can download and complete the form on your computer. Once complete, print and sign the form and send it to the Plan. In some cases you will be required to provide documentation along with your completed form.

Refer to   PEBA Acceptable Documentation for information on specific documents the Public Employees Benefits Agency will use in the administration of your request.

•   Application for Small Pension Payment * (January 2018)

  Terminated members can use this form to request a cash refund of their PEPP Account if the account balance is under the Canada Revenue Agency (CRA) limit. Contact PEPP to confirm if you qualify.

•   Change in Personal Data * (June 2015)

  Complete this form to update your address, spousal relationship, name and/or beneficiary. Contact information can be updated online using PEPP Access or Expressaddress.com. Use the fillable Change in Personal Data form for all other updates to your personal information.

•   Declaration of Common-Law Spouse at Member's Death * (August 2018)

  Complete this form if you are the common-law spouse of a deceased member, and no common-law declaration is on file with PEPP. See our PEPP Talk on Designation of Beneficiary for the definition of a spouse.

•   Declaration of Common-law Relationship by Member * (August 2018)

  Complete this form if you are a plan member declaring a common-law relationship. See our PEPP Talk on Designation of Beneficiary for the definition of spouse.

•   Declaration of Common-law Relationship by Spouse * (August 2018)

  Complete this form if you are a spouse of a plan member declaring a common-law relationship. See our PEPP Talk on Designation of Beneficiary for the definition of spouse.

•   Declaration Upon Member's Death * (August 2018)

  Complete this form to notify PEPP of the death of a plan member.

•   Investment Option Changes * (December 2016)

  Manual: Fillable form to transfer between PEPP investment options and to update your instructions for investing future contributions. OR Sign on to PEPP Access to request an inter-fund transfer and/or change contribution instructions. If you have questions on which investment option is likely to suit you, complete a My PEPP Investor Profile or contact one of our Retirement Information Consultants (RICs).

•   Pension Portability Information Request * (June 2015)

  This form should be completed by a Public Employees Pension Plan (PEPP) member wanting to transfer pension contributions or credits to PEPP from the pension plan of a former employer.

•   Spouse's Waiver of Death Benefits Prior to Retirement * (August 2018)

  The spouse of a plan member can complete this form to waive their entitlement to a survivor benefit should the member die before retirement. This will allow the member to name someone other than their spouse as a beneficiary.

•   Spouse's Consent and Waiver of Post-Retirement Survivor Benefits * (August 2018)

  The spouse of a plan member can use this form to waive their right to a minimum 60% pension, to allow the member to purchase a Variable Pension Benefit, pRRIF, or Single Life Annuity on retirement.

Canada Revenue Agency Forms

To complete these forms you will need the Canada Revenue Agency Registration Number for PEPP which is 0578179.

Please have your financial institution review ther transfer form for completeness and accuracy. This will ensure they are aware of your wishes.