Forms for spouses concerning supplemental pension plan in the private, municipal and university sectors
Forms related to partition of the benefits accumulated in a supplemental pension plan in the private, municipal and university sectors
To help you with the procedures involved in the partition of benefits accumulated in a supplemental pension plan in the private, municipal and university sectors, we can provide you with forms to fill out and then send to the plan administrator,
not to
Retraite Québec.
Two kinds of forms are provided:
- Applications for a statement of benefits (forms 1, 2, 3 and 4)
- Applications for partition of benefits (forms 5 and 6)
Application forms for a statement of benefits, depending on your situation
|
Situation of the spouses |
Number and title of the form |
Benefits evaluation date |
|---|
- Married
- In the course of family mediation
- With or without institution of an action*
| 1. Application for a Statement of Benefits in the Course of Family Mediation | Date of the end of the conjugal relationship |
- Married
- Not in the course of family mediation
- With or without institution of an action*
| 2. Application for a Statement of Benefits that May be Issued at the Plan Administrator's Discretion (The administrator is not required to provide the statement) | Date of the end of the conjugal relationship |
- Married
- Whether or not in family mediation
- With institution of an action*
| 3. Application for a Statement of Benefits Following Institution of the Action* | Date of institution of the action* |
| Former de facto (common law) spouses | 4. Application for a Statement of Benefits for Former De Facto (Common Law) Spouses | Date of the end of the conjugal relationship |
* Institution of an action for divorce, separation from bed and board or civil annulment of marriage. The date of institution of an action is the date on which the application is filed with the court.
The plan administrator can charge a fee for issuing a statement. The fee varies depending on the type of plan or application. For example, for a defined benefit plan, the fee required for statements 1, 3 or 4 cannot exceed $250, of which each spouse pays $125.
Application forms for partition of benefits, depending on your situation
|
Situation of the spouses |
Number and title of the form |
|---|
| Former married spouses | 5. Application for Partition after a Marriage Breakdown |
| Former de facto (common law) spouses | 6. Application for Partition Between Former De Facto (Common Law) Spouses |
The plan administrator can charge a fee for processing an application for partition. The fee varies depending on the type of plan. For example, for a defined benefit plan, the fee cannot exceed $150, of which each spouse pays $75.