D.A. Townley & Associates Ltd.  -  Plan Administrators  
 

Pension Plan

 

PENSION PLAN FORMS

 

If you are considering retirement or withdrawal. Please contact the Plan Administrator to confirm which forms you need to complete.

You can fill in all these forms directly on the web by typing in the appropriate spaces. Then just print the form, sign where necessary, and send to the Plan Administrator.

You need Adobe Reader for these forms to work. If you do not have Adobe Reader you can download it by clicking on the link below.

Download: Adobe Reader

 

WITHDRAWL FORMS:

Application for Withdrawl of Contributions (141 KB)

Decalartions of Applicant Electing Removal of Funds (60 KB)

Royal Trust Locked-In Funds (192 KB)

Spouse's Consent To Transfer Locked-In Pension Funds (109 KB)

Direct Transfer of Single Amount (T2151) (229 KB)

Locked-In Agreement Form (87 KB)

 

RETIREMENT FORMS:

Application for Retirment Benefits (240 KB)

Declaration of Applicant Electing Removal of Funds (60 KB)

Declartion of Marital Status (62 KB)

Spouse's Waiver Of Entitlements Under a Pension Plan (91 KB)

Automatic Bank Deposit Form (75 KB)

Royal Trust Locked-In Funds (193 KB)

Direct Transfer of Single Amount (T2151) (229 KB)

 

 

 

 

 

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