Member Forms
Capital Pension Plan Black-out period begins June 12, 2015. (Click here for more information)

All forms are fillable pdf files. Please note that the forms are not secure. If you have any reservations about entering any of the required personal information, please print the blank form and complete manually.



Change in Member Data

Request for Lump Sum Withdrawal of Voluntary Funds

Spouse's Waiver of Pre-Retirement Survivor Benefits


Investment Fund Changes

Pre-Retirement Fund Election


Variable Benefit Forms

Variable Benefit Information Guide and Application Package
Variable Benefit Change in Scheduled Payment Instructions
Variable Benefit Lump Sum Withdrawal
Variable Benefit Other Named Beneficiaries

Variable Benefit Spouse's Waiver as Specified and Designated Beneficiary


Life Annuity Forms

Life Annuity Information Guide and Application Package

Life Annuity Member's Declaration of Marital Status

Life Annuity Spouse's Waiver of 60% Post-Retirement Survivor Benefits


TD1 Forms

TD1 Forms (link to Canada Revenue Agency website)


Other Retirement Options

LIRA Lock-in Agreement
P-RRIF Transfer Agreement
Spouse's Consent to Transfer to a P-RRIF Contract
Member's Declaration of Marital Status


Death of a Member

Spouse's Declaration of Marital Status (death of a member)
Executor's Declaration of Marital Status (death of a member)

This site is provided as a service to members of the Capital Pension Plan. It provides general information about the Plan and its operation. Information contained in this site does not replace or supersede legislation governing the Plan or the Plan document. While every effort is made to ensure the validity of the information, should any discrepancy occur between the information contained in this site and applicable governing legislation and/or policies, the terms in the governing legislation and/or policies will prevail. This site may not fully address your personal circumstances. Privacy Policy

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