Normal or Postponed Retirement of Active Member with no Spouse

TRD Pension Claim (pdf) (Word)

Retirement Advance Election (pdf) (Word)

TD1 (Federal and Provincial)

Retirement Option Document

Void cheque

A Member with no Spouse, who retires at age 65 or later.

Send the CAAT Pension Plan a completed and signed TRD Pension Claim.
if the Member has no Spouse, he or she can choose to complete and sign the Retirement Advance Election form.
Confirm the information on the Retirement Option Document received from the Plan and forward it to the Member for completion.
Have the Member complete the TD1s.
Remind the Member that they can choose a designated Beneficiary on the Retirement Option Document if they wish, to be the recipient of the balance of any payments owed under the 60 Months Pension Guarantee.

Send Retirement Option Document to the College.
Process payment and send a letter informing the Member that the first payment has been made.

Members can get pension estimates from an interactive page on the Plan's website, from the College, or directly from the CAAT Pension Plan. Estimates from the Plan are limited to one per year, with a maximum of three different retirement scenarios, and are available only to Members who are within 5 years of retirement.
Review sections B and C of the TRD Pension Claim for accuracy. Complete and sign the TRD Pension Claim and return it to the College.
Members who don't have a Spouse can choose to complete and sign the Retirement Advance Election form.
Upon receipt of the Retirement Option Document and the TD1s complete, sign and return them with supporting documents to the Plan.

Plan Text Reference: 6.01, 6.06, 8.01, 8.02

May 2009