Get Canada Form 2 - Nova Scotia 2018

This guide provides detailed instructions for completing the Canada Form 2, which is the Annual Information Return for pension plans regulated by the Province of Nova Scotia. By following this step-by-step guide, users can successfully fill out the form online with confidence.

Follow the steps to fill out the Canada Form 2 - Nova Scotia online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital format.
2. Begin by providing plan information. Fill in the name of the pension plan, registration number, policy or trust number, plan year ending date in the format yyyy/mm/dd, and the number of months in the plan year.
3. Input the plan administrator’s contact information. If the administrator is a corporation, pension committee, or board, use its name instead. Include the administrator's name, title of the contact person, mailing address, city or town, postal code, phone number, fax number, and email address.
4. Specify the location of the plan’s books and records, using the same address as above or providing an alternative if necessary.
5. Indicate whether the plan was amended during the year under review. If yes, state whether amendments have been submitted and if all eligible employees have been informed.
6. Answer if contributions or benefit accrual ceased during the pension plan year. If yes, provide the effective date of cessation, date of final distribution of funds, and the reason for cessation.
7. If applicable, state how many employers participated in the plan at the end of the pension plan year.
8. List any employers added or deleted from the plan since the last return was filed.
9. Submit financial data applicable to the plan year. This section must be completed on a cash basis, including assets at the beginning and end of the year, as well as contributions and payments made throughout the period.
10. Attach the required audited financial statements, if applicable, and check the corresponding boxes based on the plan type.
11. Reconcile membership by providing information on active members at the previous year-end, new active members, and exits due to various reasons.
12. Calculate the fees based on active membership numbers and attach payment as necessary.
13. Determine if this is a defined benefit plan. If yes, confirm whether adjustments have been made to pensions in pay during the year.
14. Complete Schedule A as required by the Canada Revenue Agency.
15. Sign the certification and consent section, ensuring that all information provided is true and correct. Include your name, position, company name, contact information, and date.
16. Return the completed form and fee either by mail, fax, or courier to the designated address.
17. After filling out the form, you can save changes, download, print, or share the completed form as required.

Take action today and complete your Canada Form 2 - Nova Scotia online with ease.