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Forms for individuals - financial hardship unlocking

Financial hardship unlocking documents and 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.

Other provisions for accessing pension funds

For information on other provisions that can provide owners with access to funds, see Information for individuals - unlocking pension funds.

Forms for individuals - pension partner waivers

Forms for pension plan administrators

Annual Information Return and Cost Certificate

Forms to be completed and submitted online

In accordance with Section 38(1)(a) of the Employment Pension Plans Act (EPPA) and Section 47 of the Employment Pension Plans Regulation (Regulation):

  • the annual information return (AIR) must be filed within 180 days of the fiscal year end of the plan
  • the cost certificate (CC) and actuarial valuation must be filed within 270 days of the review date of a plan with one or more benefit formula provisions

The following forms are working copies only, to assist you with online filing using the Pension Online Filing System:

Administrator Statement of Compliance

Application for Registration of a Pension Plan

Application for Inclusion on List of Acknowledged Financial Institutions

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.

Interim Cost Certificate

Other forms

 

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Contact

Pension plans registered under the Employment Pension Plans Act (EPPA)

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

Public sector pensions

Contact the following for information on:

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