Get Form 3 Summary Of Contributions

Completing the Form 3 Summary of Contributions is a crucial task for plan administrators managing pension plans in the Province of Nova Scotia. This guide provides a step-by-step explanation of how to fill out the form accurately and efficiently, ensuring compliance with legal requirements.

Follow the steps to complete the Form 3 online effectively.

1. Press the ‘Get Form’ button to access the form online and open it in the appropriate editor.
2. In the 'Give plan information' section, enter the name of the pension plan and its registration number in the provided fields.
3. In the 'Give plan administrator’s contact information' section, fill in the name of the administrator and the name and title of a contact person. Provide the complete address, postal code, email, phone number, and fax number.
4. For 'Give trustee’s contact information', include the name and address of the trustee, along with the postal code, email, phone number, and fax number. If necessary, add additional pages.
5. In the 'Describe the plan' section, specify whether the employer's contributions are set out in a collective agreement. Check the types of plans that apply, provide the effective date of the plan, and indicate the fiscal year start and end dates.
6. Answer whether the plan allows employees to make additional voluntary or optional contributions.
7. In the 'Give a summary of the plan’s contributions', check the appropriate box to indicate if this summary replaces a prior one and provide dates if applicable. Explain any substantial changes in contributions.
8. Complete the summary of contributions table with estimated employee and employer contributions based on reasonable estimates and information relevant to the pension fund.
9. In the 'When do contributions have to be remitted to the fund?' section, detail the timelines for remitting required, voluntary, and optional contributions.
10. Sign the certification section, ensuring you declare your capacity as plan administrator or authorized agent, and complete all requested information including your signature and the date.
11. Finally, file this completed form by sending it directly to the trustees of the pension fund. Do not submit it to the Department of Finance and Treasury Board.

Begin filling out the Form 3 Summary of Contributions online today to ensure compliance with pension regulations.