Annual information return

2018 Annual Information Return – Supplemental pension plans

This form is available through the SPP Portal. It is used to submit an annual information return for a supplemental pension plan whose fiscal year ends on 31 December 2018 or on a later date.

If needed, you can consult the 2018 Guide to the Annual Information Return This link will open in a new window..

Last update: March 2019.

2017 Annual Information Return– Supplemental pension plans

This PDF portfolio contains:

  • the 2017 Annual Information Return form (R-53A)
  • the 2017 Guide to the Annual Information Return
  • the Checklist for the 2017  Annual Information Return (R-54A)
  • the Schedule of Required Information for the Canada Revenue Agency (RC154).

The person authorized by the plan administrator can use it to prepare the annual information return for a supplemental pension plan whose fiscal year ends in the period from 31 December 2017 to 30 December 2018.

Last update: March 2018.

2018 Annual Information Return – Simplified pension plans

This PDF portfolio contains:

  • the 2018 Annual Information Return form (RS-138A)
  • the 2018 Guide to the Annual Information Return
  • the Schedule of Required Information for the Canada Revenue Agency (RC154).

The person authorized by the financial insitution that administers a simplified pension plan can use it to prepare the plan's annual information return as at 31 December 2018.

Last update: February 2019.

Application for Registration

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 us. The form does not cover simplified pension plans.
RCR-018 form. Last update: March 2016.

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.

It applies particularly to defined contribution pension plans, negotiated-contribution pension plans and insured plans. It covers most defined benefit plans in the private and parapublic sectors.

It does not apply to defined benefit pension plans exempt from the funding rules set out in the Supplemental Pension Plans Act, further to a regulation made under section 2 of that Act.

RCR-143 form. Last update: January 2017.

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.
RCR-141 form. Last update: January 2016.

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 us.
RCR-132 form. Last update: March 2017.

Termination of a Pension Plan

Declaration of termination of a pension plan (following notice given by the employer who is party of 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.
RCR-131 form. Last update: March 2016.

Declaration of Termination of a Pension Plan

This form must be used where the termination of a plan is the result of a decision rendered by Retraite Québec.
RCR-130 form. Last update: March 2016.

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

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.
RCR-133 form. Last update: January 2016.

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.
RCR-134 form. Last update: January 2016.

Other Forms and Documents

Actuarial Information Summary

This form (T1200) from the Canada Revenue Agency must accompany the actuarial valuation report. It includes a section on the information required by Retraite Québec.

We give guidance on certain lines in the summary as a complement to the instructions in the form.

Irrevocable standby letter of credit

This letter of credit allows the employer to release itself, in whole or in part, from paying certain contributions. It is issued by a financial institution at the employer's request, and sent to the plan administrator.

The Irrevocable standby letter of credit form (RCR-142) corresponds to Form 3 of the Regulation respecting supplemental pension plans This link will open in a new window.. The form can be filled out onscreen and saved to your computer.

RCR-142 form. Last update: March 2016.

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.
RCR-128 form. Last update: March 2016.

Standard contract for a simplified pension plan

We offer a standard contract for registering a new simplified pension plan.

contrat_type form. Last update: January 2016.

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