Pension Forms

Forms available from the Superintendent of Pensions

If you have any questions or feedback on our forms, please email employment.pensions@gov.ab.ca.

Pension Form
pdf
Updated
mm/dd/yy

AIR Form - Annual Information Return
(or use the Pension Online Filing System)
12/22/11
APP Form - Application for Registration of a Pension Plan
12/22/11

CC Form - Cost Certificate
(or use the Pension Online Filing System)

pdf
12/22/11
CC Form Interim - Cost Certificate Interim
12/22/11
Form 1 - Prescribed Locked in Retirement Account
(Alberta LIRA) Addendum
08/17/06
Form 2 - Life Income Fund (Alberta LIF) Addendum
08/17/06

Form 3 - Pension Partner Waiver of Pre-Pension Commencement Death Benefit under Pension Plan or LIRA
08/09/06

Form 4 - Pension Partner Waiver of Post Pension Commencement Death Benefits from a Defined Benefit Portion of a Pension Plan
08/09/06

Form 5 - Pension Partner Waiver to Permit Commutation due to Shortened Life or Taking Non-Residency Status
08/09/06

Form 6 - Pension Partner Waiver on Transfer to a LIF, DC RIA or Annuity - Non-Defined Benefit
Please note: this form must also be completed by the pension partner in order to permit pre-November 1, 2006 LIF owners to withdraw up to 50% of their account balance. The Option One check box must be selected, and the pension partner must complete the Certification on page 3. A copy of the waiver form should be retained for the account file.
08/09/06

Form 7 - Schedule of Expected Contributions (fillable MS Word document)
02/15/13
Form 42 - Application for Inclusion on List of Acknowledged Financial Institutions
08/11/06

Form 51 - Application Form to Unlock Pension Funds due to Financial Hardship -->
(includes Instructions and Policies). See also:  Unlocking Pension Funds.
12/17/12

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Page last updated:  February 15, 2013