2012 Annual Information Return

Use the online service to complete an annual information return whose fiscal year end date falls in the period from 31 December 2012 to 30 December 2013.

R053 form. Last update: February 2013.

Consult the notice from the Régie concerning audited financial reports for pension plans whose fiscal year end is after 30 December 2011 

Schedule of Required Information for the Canada Revenue Agency

Schedule of Required Information for the Canada Revenue Agency (RC154)

2012 Guide to the Annual Information Return

Checklist for the 2012 annual information return

This checklist was developed to help pension plan administrators in the preparation of the annual information return that they must file with the Régie.

Annual Information Return 2011

Download the PDF version to complete a return whose fiscal year end date falls in the period from 31 December 2011 to 30 December 2012.

Use the online service  to view a return whose fiscal year end date falls in the period from 31 December 2011 to 30 December 2012.

Consult the notice from the Régie concerning audited financial reports for pension plans whose fiscal year end is after 30 December 2011 .

Schedule of Required Information for the Canada Revenue Agency

Schedule of Required Information for the Canada Revenue Agency (RC154)

2011 Guide to the Annual Information Return

Checklist for the 2011 annual information return

This checklist was developed to help pension plan administrators in the preparation of the annual information return that they must file with the Régie.

2012 Annual Information Return - Simplified pension plan

The person authorized by the financial institution that administers a simplified pension plan can use this form to complete the annual information return for the plan.

Schedule of Required Information for the Canada Revenue Agency

Schedule of Required Information for the Canada Revenue Agency  (RC154)

Guide de la déclaration annuelle de renseignements 2012 - Régime de retraite simplifié

(2012 Guide to the Annual Information Return - Simplified pension plan; French only)

Application for Registration of a Pension Plan

The plan administrator or its mandatary can use this form to apply for registration of a pension plan with the Régie. The form does not cover simplified pension plans.

Application for Registration of an Amendment to a Pension Plan

The plan administrator or its mandatary can use this form to apply for registration of an amendment to a pension plan. The form does not cover simplified pension plans.

Application for Registration of an Amendment to a Simplified Pension Plan

The person authorized by the financial institution that administers a simplified pension plan can use this form to apply for registration of an amendment to the plan.

General checklist for an application for registration of a standard contract for an LIRA or LIF, or for registration of an amendment to a standard contract

The checklist is intended for financial institutions that are in the process of preparing an application for registration to send to the Régie.

Declaration of termination of a pension plan (following notice given by the employer who is party to the plan)

This form must be used in the case where the termination of a plan is the result of a decision of the employer.

Declaration of termination of a pension plan (following a decision of the Régie des rentes du Québec)

This form must be used in the case where the termination of a plan is the result of a decision of the Régie.

Application to obtain confirmation to use the conversion procedure

The plan administrator or its mandatary can use this form to apply for conversion of a defined contribution pension plan into a simplified pension plan, following the procedures outlined in Newsletter number 17.

Confirmation of the conversion and payment of members' and beneficiaries' benefits

The plan administrator or its mandatary can use this form to confirm the conversion of a defined contribution pension plan into a simplified pension plan and the payment of members' and beneficiaries' benefits.

Actuarial Information Summary

This form (T1200) from the Canada Revenue Agency must accompany the actuarial valuation report. It contains a section on the information requested by the Régie.

The Régie gives guidance on certain lines in the summary on certain lines in the summary as a complement to the instructions given on the form.

Download the form 

Irrevocable standby letter of credit

An employer can provide this letter of credit in order to partially or fully release itself from the obligation to pay certain contributions. It must be issued by a financial institution at the request of the employer and sent to the plan administrator.

Pension Plan for Persons Connected with the Employer — Request for an exemption from the provisions of the Supplemental Pension Plans Act (sect. 2.1 and 288.0.2)

The plan administrator or its mandatary can use this form to request the exemption of a pension plan from virtually all of the provisions of the Supplemental Pension Plans Act. The members and beneficiaries must give their consent on the form.

Declaration concerning a partially insured plan exempted from Chapter X of the Supplemental Pension Plans Act

Standard contract for a simplified pension plan

The Régie offers a standard contract for registering a new simplified pension plan.

The differences between the January 2013 version and the version from January 2012 are in Part 2, where it is now possible to enter the name of the employer and, if applicable, the name of the certified workers' association.