Active Employees
Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form)
Employees 65 years of age but under 70, receiving a Canada Pension Plan (CPP) or Quebec Pension Plan retirement pension, & are making or need to make CPP contributions or would like to start again.
Pension Beneficiary Form
Update/change your Pension Beneficiaries. Contact a Pension Specialist if you require assistance.
Retirement Plan Enrolment Declaration
T2033 Direct Transfer Under Subsection 146.3(14.1) or 146(21), or Paragraph 146(16)(a) or 146.3(2)(e)
Government document to transfer in your RRSP to the Carleton University Retirement Plan. Return to Pension Services when complete.
Waiver of Pre-Retirement Death Benefit
Your spouse fills this form out if they choose to waive their pension death benefits. Return to Pension Services when complete.
Termination of Employment
Group Life Conversion Privilege Notification
Submit this form to Canada Life if your Group Life Insurance has been terminated or reduced, and you wish to purchase an individual life insurance conversion policy without evidence of insurability.
Letter of Resignation Template (Professional Services)
Letter of Resignation template for professional services staff. Academics/Faculty can submit their retirement notification at https://i.carleton.ca/provost/retirement-and-resignation-form/
Locked-In Transfer Agreement
Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact Pension Services for more information. Transfers are only applicable prior to your Normal Retirement Date.
Notice of Retirement/Resignation (Faculty)
Resignation and Retirement Form for Faculty
RPP Transfer Agreement
For transferring out of the Carleton University Retirement Plan to a new employer. Contact Pension Services for more information. Transfers are only applicable prior to your Normal Retirement Date.
Spousal Content to a Transfer to a Life Income Fund
Spousal consent form required for a transfer of locked-in pension funds to a Life Income Fund. Return to Pension Services when complete.
T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3
Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Norma Retirement Date. Return to Pension Services when complete.
Retirement
Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form)
Employees 65 years of age but under 70, receiving a Canada Pension Plan (CPP) or Quebec Pension Plan retirement pension, & are making or need to make CPP contributions or would like to start again.
Group Life Conversion Privilege Notification
Historical Pension Fund Rates
Notice of Retirement – Template (Professional Staff)
Notice of Retirement template for professional services staff. Academics/Faculty can submit their retirement notification at https://i.carleton.ca/provost/retirement-and-resignation-form/
Notice of Retirement/Resignation (Faculty)
Resignation and Retirement Form for Faculty
Pension Election Form
Pre-Retirement Information
Retirement Checklist
Retirement checklist to guide you through the process of your last six months before retirement.
Retirement Plan Enrolment Declaration
Retirement Planner User Guide
Spousal Pension Adjustment
TD1 – Federal
TD1 Worksheet
TD1ON – Provincial
Submit this form to human resources to update your provincial tax claims each year.
TD1ON Worksheet
U.S. Direct Deposit Request Form
Direct deposit for U.S. Residents
Waiver of Joint & Survivor Pension
Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete.