Pension Plan Templates

This form is used for applying for the Child Rearing Provision of the Canada Pension Plan in Canada.

This document is for part-paid firefighters in Montana who have the option to elect membership in the Firefighters' Unified Retirement System (FURS).

This Form is used for obtaining a Certificate of Coverage under the Canada Pension Plan for individuals covered under the social security agreement between Canada and the Kingdom of Norway. It is available in English, French, and Norwegian.

This document is for obtaining a Certificate of Coverage under the Canada Pension Plan for individuals who are covered by the Agreement on Social Security between Canada and the United Mexican States. It is available in English, Spanish, and French.

This form is used for applying for a refund of member contributions and selecting direct rollover or direct payment options in Kentucky.

This form is used for Waiving 60% of Joint Pension Entitlement due to Terminal Illness or Disability in Manitoba, Canada.

This form is used for providing advance notice of reportable events to the Pension Benefit Guaranty Corporation (PBGC).

This document is used for giving consent to withdraw funds from a Pooled Registered Pension Plan under the Manitoba Pooled Registered Pension Plans Act.

This form is used for requesting widow benefits in Rhode Island. It is a petition to receive financial assistance following the death of a spouse.

This document provides information and instructions for active employees of the City of Fort Worth, Texas, to make beneficiary elections for the Defined Benefit Plan.

This form is used for providing payment advice for Plan 3 of the Washington Department of Retirement Systems.

This form is used for enrolling in the Public Employees Retirement System (PERS) in West Virginia.

This document is used for an Approved Domestic Relations Order (ADRO) specific to a Defined Benefit Plan in the state of Virginia. It outlines the division of retirement benefits between divorcing spouses.

This is a contract used in Florida that is signed by both an employee and their legal employer when they secure a job offer within a business and agree to start working there.

This form is used for applying to purchase retirement credit for a leave of absence in the Florida Retirement System Pension Plan in Florida.

This document is used for designating or changing a beneficiary for pension contributions in the state of Delaware.

This form is used for applying for disability retirement for state police officers in the state of New York.

This document was issued by the Internal Revenue Service (IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC). It is a formal instrument used by employers that manage the employee benefit program to inform the authorities about the qualifications of the plan, investments made to the plan, and financial details of the program.