Printed . This content is updated regularly, please refer back to https://bcfsa.ca to ensure that you are relying on the most up-to-date resources.
Pension Forms
Pension Forms
Prescribed FormsPermanent link to this section
| Form | Download |
|---|---|
| Form 1 — Spouse’s Waiver to Permit Unlocking | Download |
| Form 2 — Spouse’s Waiver of 60% Lifetime Survivor Benefit | Download |
| Form 3 — Spouse’s Consent to Transfer to a LIF | Download |
| Form 4 — Spouse’s Waiver of Beneficiary Right To Benefits In A Pension Plan, Locked-In Retirement Account, Life Income Fund or Annuity Before Pension or Annuity Payments Start | Download |
| Form 5 — Administrator Statement of Compliance — Plan Registration | Download |
| Form 6 — Administrator Statement of Compliance — Amendment to Plan Text Document | Download |
| Form 7 — Administrator Statement of Compliance — Supporting Plan Document | Download |
| Schedule 1 — Locked-In Retirement Account — Addendum | Download |
| Schedule 2 — BC Life Income Fund — Addendum | Download |
Fillable FormsPermanent link to this section
| Form | Download |
|---|---|
| Application for Registration of a Pension Plan | Download |
| Application for Registration of an Amendment to a Pension Plan | Download |
| Application of Amendment to a Supporting Plan Document | Download |
| Schedule of Expected Contributions | Download |
| Notice of Unremitted Contributions or Contributions Less than Expected | Download |
| Application for Inclusion on a List of Acknowledged Financial Institutions | Download |
| Application to Unlock and Withdraw B.C. Funds Due to Financial Hardship for 2024 | Download |