Get Important Read The User Guide And Questions And Answers Before Completing This Application Form

This guide provides clear and supportive instructions for users to effectively complete the IMPORTANT Read The User Guide And Questions And Answers Before Completing This Application Form online. Whether you are a plan member or their partner, this comprehensive guide will help you navigate through each section of the application with confidence.

Follow the steps to successfully fill out the application form online.

1. Click ‘Get Form’ button to obtain the online application form and open it in the editor.
2. Begin by providing your applicant information in Part A. Fill in your last name, first name and initials, and select whether you are the Plan Member or the spouse/former spouse. Ensure all details are accurate.
3. Continue to Part B, where you will provide details about the pension plan. Include the name of the pension plan, registration number, employer information, and the mailing address of the plan administrator.
4. In Part C, input the plan member's information, including their last name, first name, date of birth, and contact details. If applicable, include a contact person for the plan member.
5. Move on to Part D to fill out the spouse/former spouse information. Complete the same fields as for the plan member and indicate whether this person was the spouse at the date of retirement.
6. Part E requires you to provide the starting date of your spousal relationship. Select the appropriate option, and be prepared to attach proof of this date.
7. In Part F, enter the separation date. If it is agreed upon, complete the section; otherwise, refer to Appendix A.
8. Proceed to Part G to check off required documents and fees. Ensure that all necessary supporting documents are attached, as this is crucial for processing your application.
9. In Part H, declare the correctness of the information provided by signing and dating the application form. A witness must also sign and provide their contact information.
10. Once all sections are completed, save your changes. You will have the option to download, print, or share the application form online.

Start completing your application form online today for a smooth and efficient process.