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  3. Apply for Lifetime Pension
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Apply for Lifetime Pension

Overview

Please complete this form or contact us to start the application process for a Lifetime Pension. We will provide you with your estimated monthly pension payments based on your personal information along with the application form.

Related information:

Learn more about the Lifetime Pension on Lifetime Pension Overview.

You have the option to choose a combination of Lifetime Pension and the Variable Pension Benefit (VPB) for your retirement income. Lifetime Pension is designed to provide you with dependable monthly payments for life, regardless of how long you live. The VPB option offers you flexibility and control over when and how much retirement income to withdraw, and choice over how your money is invested within the Plan.

Requirements

Forms and Documentation

These are the forms PEPP requires to process your Lifetime Pension application:

 

 Application for Lifetime Pension form

 TD1 Personal Tax Credits Return form

 TD1 Saskatchewan Personal Tax Credit Return form

If you are married and want to:

  • purchase a single life Lifetime Pension, we require the  Spouse's Consent and Waiver of Post-Retirement Survivor Benefits form to be completed.
  • name someone other than your spouse as your designated beneficiary, we require  Spouse's Waiver of Designated Beneficiary Status form to be completed.

NOTE: PEPP requires originals of the forms listed above. Depending on your situation, the waiver may or may not apply.

You can submit certified copies of all other documents:

  • Proof of membership for former PEPP members, which can be a previous PEPP member statement, a T4, or a payslip showing PEPP deductions.
  • Applicable Canada Revenue Agency transfer documents for members transferring money into the VPB from outside sources (T2033 for RRSPs, T2151 for locked-in transfers).

PROOF OF AGE*

  • Your birth certificate, driver’s license, or passport
  • Your spouse’s birth certificate (if applicable), driver’s license, or passport
  • *If not previously provided to PEPP

PROOF OF MARITAL STATUS

  • Your marriage certificate, if you are married
  • Declaration of Common-law Relationship form, if you are not married but have a common-law spouse
  • Proof of death, if your spouse is deceased
  • Proof of your single status such as your divorce certificate or Decree Absolute, if you were previously in a spousal relationship

Refer to Acceptable Documentation, for information on how to certify your documents and what document(s) you may need to change your information.

Processing Time

PEPP must receive all required forms (application, proof of age, waivers, etc.) at least 5 business days before the start of the month you want to start receiving Lifetime Pension payments. Lifetime Pension payments are direct deposited to your bank account at month end.

For example, for a Lifetime Pension starting on Monday, April 1, PEPP must receive the completed forms 5 business days prior (Monday, March 24). Your first payment will be made to you at month end (April 30).

Fees

There is no cost to apply for the Lifetime Pension.

Get Started

Recommended

Phone/Mail-in Option

Complete and submit the application and waiver forms (if applicable) in the Proof or Documentation Required section.

You can submit certified copies of all other documents. Refer to Acceptable Documentation, for information on how to certify your documents and what document(s) you may need to change your information.

In a rush? Call us and we can submit a Lifetime Pension application and any waiver forms to you electronically via Docusign.

Plannera Pensions & Benefits

110 - 1801 Hamilton Street

Regina, SK S4P 4W3

Contact Us
Contact Us

Plannera Pensions & Benefits

110 - 1801 Hamilton Street

Regina, SK S4P 4W3

Contact Us
Contact Us

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Learning Events

About the Fund

Footer Menu 1

  • Welcome to PEPP
  • Designating a Beneficiary
  • Relationship Breakdown
  • Contributing to Your Plan
  • ... view more

Footer Menu 2

  • Address Change
  • Change in Spousal Relationship
  • Name Change
  • Investment Fund Changes
  • ... view more

Footer Menu 3

  • How to Attend
  • Profiling RICs
  • Webinars
  • Workshops

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  • Fund Information and Performance
  • PEPP Board
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  • Vision, Mission and Goals
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  • Contact your PEPP ERCs
  • Forms, Guides and Tutorials
  • Transaction Fees
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  • ...view more

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  • View all Insights

Understand Your Pension

Account Changes

Footer Menu 1

  • Welcome to PEPP
  • Designating a Beneficiary
  • Relationship Breakdown
  • Contributing to Your Plan
  • ... view more

Footer Menu 2

  • Address Change
  • Change in Spousal Relationship
  • Name Change
  • Investment Fund Changes
  • ... view more

Learning Events

About the Fund

Footer Menu 3

  • How to Attend
  • Profiling RICs
  • Webinars
  • Workshops

Footer Menu 4

  • Fund Information and Performance
  • PEPP Board
  • Plan Governance
  • Vision, Mission and Goals
  • Reporting
  • ...view more

Employers

Insights

Footer Menu 5

  • Contact your PEPP ERCs
  • Forms, Guides and Tutorials
  • Transaction Fees
  • Employer Bulletins
  • Employer Application Criteria
  • ...view more

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  • View all Insights

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Public Employees Pension Plan is administered by