Manitoba Finance

OSPC: Information For Industry and Plan Sponsors

Forms

Pension Plan Amendment Submission Form

Form 1 - Waiver of 60% Joint Pension Entitlement Under a Pension Plan due to Terminal Illness or Disability

Form 2 - Waiver of Survivor or Death Benefit

Form 3 - Consent to Withdrawal for Non-Residency Status

Form 4 - Consent to One-Time Transfer of Manitoba Locked-In Money

Form 5A - Waiver of 60% Joint Survivor Pension for Pension Plan or Locked-In Retirement Account

Form 5B - Consent for Integrated Pension

Form 6 - Waiver of Division of Pension Benefit Credit After Death of Member or Pension After Death of Member

Form 7 - Consent to Withdrawal from LIRA or LIF due to Terminal Illness or Disability

Form 8 - Consent to Withdrawal or Transfer at or After Age 65 of Manitoba Locked-In Money

Sample Application for a One-Time Transfer - .doc

Sample Application for a One-Time Transfer - .pdf

Administration Forms

Annual Information Return

Online Annual Information Return

Simplified Money Purchase Pension Plan Information Return

Application for Registration of Pension Plan

Application for Registration of a Simplified Money Purchase Pension Plan

OSPC-CC-2011 - Cost Certificate

OPSC-ICC-2011 - Interim Cost Certificate

Addendums

LIRA Addendum to RRSP Contract

LIF Addendum to RRIF Contract

Forms - Pre May 31, 2010

Pension Benefits Spousal/Common-Law Partners Agreement

Pension Waiver (Joint and Survivor 66 per cent)

Pension Waiver (shortened life and small amount commutations)

Pooled Registered Pension Plan Forms

Schedule A - Waiver of 60% Joint Life Annuity Entitlement Under the Pooled Registered Pension Plans (Manitoba) Act

Schedule B - Consent to Wirthdrawal by Non-Resident Under the Pooled Registered Pension Plans (Manitoba) Act

Schedule C - Consent to Withdrawal as a Result of Disability Under the Pooled Registered Pension Plans (Manitoba) Act

Schedule D - Waiver of Division After Death of Member Under the Pooled Registered Pension Plans (Manitoba) Act

Schedule E - Waiver of Survivor Entitlement Under the Pooled Registered Pension Plans (Manitoba) Act