Forms regarding a separation

Retraite Québec offers forms to complete, which must be sent to the plan administrator, not to Retraite Québec, in order to make the steps taken by couples that are separating regarding the partition of benefits accrued under a voluntary retirement savings plan (VRSP) or a supplemental pension plan in the private, municipal or university sectors easier.

Forms for a Statement of Benefits
Forms for partition

Forms for a Statement of Benefits
Situation of the spouses	Form offered	Benefits evaluation date
Married or in a civil union In the course of family mediation With or without institution of an action	Application for a Statement of Benefits in the Course of Family Mediation (RCR‑135)	Date of the end of the conjugal relationship
Married or in a civil union Not in the course of family mediation Not in the course of dissolution of a civil union reached before a notary With or without institution of an action	Application for an Optional Statement of Benefits (RCR‑136) (The administrator is not required to provide the statement.)	Date of the end of the conjugal relationship
Married or in a civil union Whether or not in family mediation With institution of an action	Application for a Statement of Benefits Following Institution of the Action (RCR-137)	Date of institution of the action
In a civil union In the course of dissolution of a civil union reached before a notary	Application for a Statement of Benefits in the Course of a Dissolution of a Civil Union Before a Notary	Fixed date to determine the net value of the family patrimony
Former de facto (common law) spouses	Application for a Statement of Benefits for Former De Facto (Common Law) Spouses (RCR‑138)	Date of the end of the conjugal relationship

The plan administrator can charge a fee for producing Statement. The fee varies depending on the type of plan or application. The fees are subject to a maximum, except for the RCR-136 form. For example, for a defined-benefit plan, the fee required for the production of a Statement cannot exceed $250, of which each spouse must pay $125. For a defined-contribution plan or a VRSP, the fees cannot exceed $150, of which each spouse must pay $75.

Forms for partition of benefits
Situation of the spouses	Form offered
Former married or in a civil union spouses	Application for Partition Following the Breakdown of a Marriage or Civil Union (RCR‑139)
Former de facto (common law) spouses	Application for Partition Between Former De Facto (Common Law) Spouses (RCR-140)

The plan administrator can charge a fee for processing an application for partition. The fee varies depending on the type of plan. They are subject to a maximum. For example, for a defined-benefit plan, the fees cannot exceed $150, of which each spouse must pay $75. For a defined-contribution plan or a VRSP, the fees cannot exceed $100, of which each spouse must pay $50.

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