Archived Content
The following content is not accurate as of January 1, 2017.
It is provided for historical reference.
Effective June 13, 2005, Bill 171, the Spousal Relationships Statute Law Amendment Act, 2005 (S.O. 2005, c. 5) amended the definition of "spouse" under the Ontario Pension Benefits Act (PBA) to include same-sex spouses in addition to opposite-sex spouses. Effective that day, Bill 171 and Ontario Regulation 324/05 also removed all references to "same-sex partner" that were found in the PBA and Regulation 909 made under the PBA.
As a result of these legislative changes, FSCO has revised a number of the FSCO pension forms approved by the Superintendent of Financial Services for use under the PBA. The revised FSCO pension forms are required to be used by pension stakeholders effective June 13, 2005.
The revised FSCO pension forms (and/or related instruction guides) are:
- Form 1 - Application for Registration of a Pension Plan
Instructions for completing Form 2 - Annual Information Return (but not the Form 2 itself) - Instructions for completing Form 2.1 - Pension Benefits Guarantee Fund Assessment Certificate (but not the Form 2.1 itself)
- Form 3 - Waiver of Joint and Survivor Pension
- Form 4 - Waiver of Pre-retirement Death Benefit
- Form 5 - Application to a Financial Institution to Withdraw Money from an Ontario Locked-in Retirement Account, Life Income Fund or Locked-in Retirement Income Fund
- Instructions for completing Form 5
- Form 6 - Application to the Superintendent of Financial Services for Consent to Withdraw Money from an Ontario Locked-in Retirement Account, Life Income Fund or Locked-in Retirement Income Fund Based on Financial Hardship
- Instructions for completing Form 6
- Form 6.1 - Application to the Superintendent of Financial Services for Consent to Withdraw Money from an Ontario Locked-in Retirement Account, Life Income Fund or Locked-in Retirement Income Fund Based on Low Income Financial Hardship
- Instructions for completing Form 6.1
Obtain copies of the revised FSCO pension forms and/or instruction guides, or contact
FSCO at 416-250-7250 or toll free at 1-800-668-0128
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