Get Form 2 Annual Information Return

Filling out the Form 2 Annual Information Return is essential for pension plans regulated by the Province of Nova Scotia. This guide provides a clear, step-by-step process to complete the form online, ensuring accuracy and compliance with regulatory requirements.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to access the form and open it in your preferred online editor.
2. In the first section, provide basic plan information including the pension plan name, registration number, policy or trust number, plan year ending date, and number of months in the plan year.
3. Enter the plan administrator’s contact information. If this is a corporation, enter the corporation's name, along with the contact person's name and title, address, postal code, email, phone number, and fax number.
4. Specify the location of the plan’s books and records. If the address is the same as the administrator's, indicate that; otherwise, provide the other address and postal code.
5. Detail how many employers participated in the plan at the end of the pension plan year by entering the total number of employers.
6. List any employers that have been added to the plan since the last return was filed by entering their names.
7. List any employers that were deleted from the plan since last filing, similarly by providing their names.
8. Indicate whether the plan was amended during the plan year. If yes, confirm whether the amendments were submitted and if all eligible employees were informed.
9. Confirm if contributions or benefit accrual ceased during the year. If so, provide the effective cessation date, final distribution date, and reason for cessation.
10. Complete the financial data section applicable to the plan year on a cash basis, including contributions and expenses.
11. Reconcile membership by providing the number of members at the previous year-end and reporting new member entries and exits.
12. Calculate any fees based on active membership and attach the required payment.
13. Indicate whether it is a defined benefit plan and whether any adjustments have been made to pensions in pay during the plan year.
14. Sign the certification and consent section, confirming the accuracy of the information provided.
15. Return the completed form and payment by mail, fax, or courier to the designated addresses.

Ensure all pension plan information is accurately submitted by completing the Form 2 Annual Information Return online today.