Get Form P3 Division Of Pensions Regulation S4 C Request

Filling out the FORM P3 is an essential process for individuals seeking to transfer their proportionate share of a defined contribution account due to a separation. This guide will provide you with clear, step-by-step instructions to complete the form online effectively.

Follow the steps to successfully complete the FORM P3 request.

1. Press the ‘Get Form’ button to access the FORM P3 and open it in your preferred editor.
2. Enter the name of the plan administrator and their address in the designated fields. This ensures that your request is sent to the correct authority.
3. In the 'From' section, fill out your name as the spouse, along with your address, email address, telephone numbers (home and work), and Social Insurance Number. Accurate details are crucial for receiving important correspondence from the administrator.
4. In the 'In relation to' section, provide the plan member's name, address, email, telephone numbers, Social Insurance or Pension Plan Identity Number, and employer's name.
5. Attach a copy of the agreement or court order that divides the benefits. This is a necessary document for processing your request.
6. In the request section, affirmatively state your request for the transfer of your proportionate share from the defined contribution account. Ensure that you reference the Family Law Act and the Pension Benefits Standards Act.
7. Sign and date the form in the designated spaces to validate your request. Also, provide the witness's signature and details to ensure the legitimacy of the request.
8. Once all sections are complete, review the information for accuracy, then save any changes. Finally, you can download, print, or share the completed FORM P3 as required.

Begin your online application process today and ensure your transfer request is submitted accurately.