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 * (December 2020)

  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 * (January 2021)

  Complete this form to update your address, spousal relationship and/or name. Contact information can be updated online using PLANet 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 * (July 2019)

  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 * (July 2019)

  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 * (July 2019)

  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 * (July 2019)

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

•   Designation of Beneficiary * (January 2021)

  Complete this form to designate your beneficiary(ies). Your beneficiary is the person who will receive a benefit from your PEPP account if you die before you begin receiving pension income. Beneficiary information can be added or updated online using PLANet (if you have a spouse some legislative restrictions may apply)

•   Investment Option Changes * (January 2021)

  Manual: Fillable form to transfer between PEPP investment options and to update your instructions for investing future contributions. OR Sign on to PLANet 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 * (July 2019)

  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 * (June 2020)

  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 * (June 2020)

  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.