Instructions for E-filing the Actuarial Valuation Report (AVR) and Actuarial Information Summary (AIS)

 

  1. Log into the Pension Services Portal (PSP).
  2. In the top navigation bar, click on ‘E-filing’. 
  3. On the ‘Filing Record’ page, select the:
    plan number;
    filing (AVR); and 
    filing year.
  4. Click on ‘Start’ in the ‘Actions’ column.  
  5. On the ‘Filing Profile’ page, answer the questions and then click on ‘Start’. 
  6. On the ‘Filing Workspace’ page, click on ‘Upload Actuarial Valuation Report’ in the ‘Actions’ window. 
  7. On the ‘Attach Document’ page, click on ‘Browse’. Select the PDF file you want to submit. Click on ‘Save and Close’ to complete the upload process.
  8. On the ‘Filing Workspace’ page, click on ‘Open AIS’ in the ‘Actions’ window. Complete the applicable sections of the form. Warning and error messages (if any) will be displayed as you complete the form.
  9. Click on ‘Save and Close’.  
  10. On the ‘Filing Workspace’ page, review the warning and errors, if any. You must address all error messages or you will not be able to submit the filing.
  11. Click on ‘Submit Filing’ in the ‘Actions’ window to begin the submission process.

Once you submit the filing, you cannot make any changes to it. To make correction(s) to a filing that has already been submitted, you must make a re-filing request through the PSP. See our instructional video and/or instructions. 

 

  12. On the ‘Submit Filing’ page, click on the checkbox to begin certification.

 

  13. Click on ‘Certify & Submit’ to complete the certification and submission process.

 

To make changes to non-editable sections of the AIS:

 
Complete and submit the AVR/AIS and follow these steps:
 
  1. Log into the Pension Services Portal.
  2. In the top navigation bar, click on ‘E-filing’.
  3. On the ‘Filing Record’ page, select the:
    plan number; 
    filing (AVR); and
    filing year.
  4. Click on ‘Start’ in the ‘Actions’ column.
  5. On the ‘Filing Workspace’ page, click on ‘View AIS (PDF)’ in the ‘Actions’ window to download and save the PDF file to your computer.
  6. Edit applicable sections of the PDF form, as appropriate. 

Additional Information:

 

Important:

 

  • As per section 16.1(1) of Regulation 909, R.R.O. 1990, an AVR filed under section 14 must be accompanied by an AIS, if applicable. 
  • Pension Plan Administrators and/or their designated users must upload the AVR and complete all relevant sections of the AIS, if applicable, and submit the filing within the prescribed time period. 
  • The AIS must be filed in accordance with the Instructions for Completing an AIS.
  • An AVR and AIS (if applicable) are not considered to be filed unless they have been completed in full and submitted online, in accordance with these instructions.
  • The Financial Services Commission of Ontario will review the submitted data and respond to compliance issues or other concerns, in accordance with current standards.

 
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