Supplemental pension plans

PDF forms: All our forms can be printed and most of them can be filled out on screen. You must, however, have Acrobat Reader This link will open in a new window., version 7 or later. Go to the section Our forms for more information about using forms from the Régie des rentes du Québec.

Annual Information Return whose fiscal year end date falls in the period from 31 December 2010 to 30 December 2011

Annual Information Return 2010

You do not need a user code in order to complete or print a return using the service. However, you need a user code to save or retrieve return information.

The Schedule of Required Information for the Canada Revenue Agency, the guide to the annual information return and the checklist for the annual information return are integrated into the online service.

Consult the notices from the Régie concerning the application of Canadian generally accepted accounting principles (GAAP).

Checklist for the annual information return 2010

This checklist was developed to help pension plan administrators in the preparation of the annual information return that they must file with the Régie.
PDF
Download the form
liste_controle, 1 page, 39 KB
février 2011

Annual Information Return whose fiscal year end date falls in the period from 31 December 2009 to 30 December 2010

Annual Information Return 2009

Use the PDF version for to complete a return whose fiscal year end date falls in the period from 31 December 2008 to 30 December 2009.

Use the online service to view a return whose fiscal year end date falls in the period from 31 December 2008 to 30 December 2009.

Consult the notices from the Régie concerning the application of Canadian generally accepted accounting principles (GAAP).

PDF
Download the form
R053, 17 pages, 607 KB
février 2011

Guide: Annual Information Return 2009

PDF
Download the form
guide_dar, 43 pages, 255 KB
février 2010

Checklist for the annual information return 2009

This checklist was developed to help pension plan administrators in the preparation of the annual information return that they must file with the Régie.
PDF
Download the form
liste_controle, 1 page, 44 KB
février 2011

Annual Information Return for a simplified pension plan (SIPP)

Guide de la déclaration annuelle de renseignements 2010 - Régime de retraite simplifié

(Guide: Annual Information Return 2010 - Simplified pension plan; French only)

PDF
Download the form
guide_dar_rrs, 21 pages, 294 KB
février 2011

Application for Registration

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.
PDF
Download the form
RCR-132, 2 pages, 78 KB
septembre 2004

Termination of a Pension Plan

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.
PDF
Download the form
RCR-131, 1 page, 67 KB
février 2009

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.
PDF
Download the form
RCR-130, 1 page, 53 KB
février 2009

Conversion of a Defined Contribution Pension Plan into a Simplified Pension Plan

Other Forms and Documents

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 as a complement to the instructions given on the form.

PDFDownload the form


Irrevocable standby letter of credit

This letter of credit can replace all or part of the amortization payment required to amortize a solvency deficit. It must be issued by a financial institution at the request of the employer and sent to the plan administrator.

The amounts of letters of credit that may be taken into account for determining solvency assets may not exceed 15% of the plan's liabilities on the basis of solvency.

PDF
Download the form
rcr-142, 2 pages, 106 KB
novembre 2009

Standard contract for a simplified pension plan

The main differences between the January 2012 version and the version dating from October 2011 are in sections 5 and 25 (Part I).
PDF
Download the form
contrat_type, 31 pages, 300 KB
janvier 2012

Informations relatives aux modifications à apporter à un régime de retraite simplifié (RRS) et à l'enregistrement d'un RRS

(Information regarding amendments to a simplified pension plan (SIPP) and the registration of an SIPP; French only)

PDF
Download the form
informations_rrs, 5 pages, 38 KB
février 2007