Forms
1. Browse the list below to find the forms you need.
2. Fill in the forms online or save them to your computer.
3. Forms must be printed in order to be signed.
4. Fax or mail completed and signed forms to the CAAT Pension Plan.
Using Forms in Adobe Acrobat pdf
Using Forms in Microsoft Word
2006 Work Stoppage Purchase of Earnings form (pdf) - Updated for 2010
| Form Name | Use | Download the form |
|---|---|---|
Pension Membership Enrolment (Form 001) Last update: April 2009 Updated |
Use this form to enrol a new Full Time or Other Than Regular Full Time employee as a Member of the CAAT Pension Plan. This form is 2 pages. The Member must sign page 1 (Member Authorization) and page 2 (Consent for Collection and Use of Personal Information). Instructions See a sample form (pdf)
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CAAT Pension Plan Membership Waiver (Form 002) Last update: Jan 2005 |
Use this form when an OTRFT employee, who is eligible for enrolment in the Plan, declines membership. Keep the signed original in your files.
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Pension Membership Change of Information or Beneficiary (Form 022) Last update: Sept 2009 Updated |
Use this form to report a change to Member information (e.g. employment status), personal information (e.g. name, marital status), or to change the non-Spouse Beneficiary designation. |
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Leave of Absence Last update: Jan 2005 |
Use this form to report a Member's unpaid leave of absence. Include the leave cost and deadlines, and whether or not the Member chooses to purchase the period of leave. Do not use this form to report a Pregnancy/Adoption Parental leave.
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Pregnancy/Adoption or Parental Leave Last update: Jan 2005 |
Use this form to report a Member's Pregnancy/Adoption or parental leave. Include the leave cost and deadlines, and whether or not the Member chooses to purchase the period of leave.
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Notice of LTD/WSIB Last update: Sept 2005 |
Use this form to notify the CAAT Plan when an employee starts, and subsequently stops, being on LTD or WSIB.
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Notice of WSIB Partial Disability Benefit Last update: Sept 2005 |
Use this form to notify CAAT when an employee starts and subsequently stops WSIB Partial Disability Benefit status.
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Contribution Remittance Summary (Form 014) Last update: Nov 2005 |
This completed and signed form must accompany your monthly contribution remittance to the CAAT Pension Plan. If you have a Member who contributes to the RCA, you must also submit the CAAT RCA Contribution Remittance Summary.
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CAAT RCA Contribution Remittance Summary (Form 020) Last update: Jan 2005 |
This completed and signed form must accompany your monthly contribution remittance on behalf of any Members who contribute to the CAAT RCA.
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TRD Pension Claim Last update: Sept 2009 Updated |
Use this form to report the end of membership of a Member who has terminated their employment, retired or died. This form is 3 pages long. The Member must initial pages 1 and 2, and sign page 3. Instructions See a sample form (pdf)
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Retirement Advance Election (Form 007) Last update: April 2009 New |
Use this form when an unmarried Member retires and opts to receive pension payments without first reviewing the Retirement Option
Document. This form must be submitted with the TRD Pension
Claim (Form 006).
To qualify for the Retirement Advance Election, the Member must:
Instructions See a sample form (pdf)
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Deferred/Survivor Pension Claim (Form 009) Last update: Jan 2005 |
This form is used to notify the CAAT Pension Plan that a Member is ready to start receiving their Deferred Pension. This form is also used to notify the CAAT Pension Plan of the death of a retiree, and to report a claim to the Survivor Pension, if any.
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Pensioner Change Request (Form 008) Last update: Jan 2005 |
This form is for Pensioners to report a change in personal or banking information directly to the CAAT Plan. This form can also be found in our Pensioners section.
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January 2010
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