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SPP Portal makes it possible to complete and submit an annual information return online for a supplemental pension plan whose fiscal year ends on 31 December 2018 or on a later date.
The 2018 and 2019 editions of the Annual Information Return are available on the SPP Portal.
Guide to the Annual Information Return contains all the help boxes for each section of the SPP Portal and for each line of the most recent Annual Information Return that requires explanation.
This PDF portfolio contains:
The person authorized by the financial institution that administers a simplified pension plan can use it to prepare the plan's annual information return as at 31 December 2019.
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.
Notice to disabled persons
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.
Plan administrators or their mandatary must use this form to apply for the registration of an amendment to a defined benefit pension plan exempt from the funding rules set out in the Supplemental Pension Plans Act, further to a regulation made under section 2 of that Act.
It applies particularly to target-benefit pension plans, member-funded pension plans and plans subject to the Regulation respecting the funding of pension plans of the municipal and university sectors.
If the amendment is made within the framework of the Act to foster the financial health and sustainability of municipal defined benefit pension plans or the Act respecting the restructuring of university-sector defined benefit pension plans and amending various legislative provisions ,one of the following appendices must be provided with the form:
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.
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 . The form can be filled out onscreen and saved to your computer.
We offer a standard contract for registering a new simplified pension plan.
contrat_type form. Last update: January 2016.
See our Frequently Asked Questions for details on the temporary easing measure we have implemented regarding LIF withdrawals during the COVID-19 pandemic.
Please note that our LIF Quick Calc tool, which makes it possible to determine the amounts that you can withdraw from an LIF, does not take into account the measure and will not be modified during the outbreak.
See the Frequently Asked Questions for details regarding the temporary easing measures for supplemental pension plans within the context of the COVID-19 pandemic.