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COVID-19 Updates: Taking steps to return to normal.
Forms for members and administrators of pension plans registered under the Employment Pension Plans Act.
PDF form issues
Fillable PDF forms do not open properly on some mobile devices and web browsers. To fill in and save the form:
Note: once completed, send this form to the Financial Institution that holds your Locked-in Retirement Account (LIRA) or Life Income Fund (LIF). This form is NOT sent to the Alberta Superintendent of Pensions.
For information on other provisions that can provide owners with access to funds, see Information for individuals - unlocking pension funds.
In accordance with Section 38(1)(a) of the Employment Pension Plans Act (EPPA) and Section 47 of the Employment Pension Plans Regulation (Regulation):
All banks, credit unions, trust companies and insurance companies offering Locked-in Retirement Accounts (LIRAs), Life Income Funds (LIFs) and Locked-in Retirement Income Funds (LRIFs) to customers must be on the Superintendent’s List of Financial Institutions offering locked-in pension products, in order to accept transfers of locked-in funds.
Once approved to offer Alberta LIF and LIRA contracts, a copy of the appropriate LIRA or LIF addendum below must be provided to LIRA and LIF owners.
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Connect with the Office of the Alberta Superintendent of Pensions:
Hours: 8:15 am to 4:30 pm (open Monday to Friday, closed statutory holidays)
Phone: 780-427-8322
Toll free: 310-0000 before the phone number (in Alberta)
Email: [email protected]
Address:
Alberta Superintendent of Pensions
Alberta Treasury Board and Finance
Financial Sector Regulation and Policy
402 Terrace Building
9515 107 Street
Edmonton, Alberta T5K 2C3
Contact the following for information on:
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