Retired Member Annual Statement

Your Retired Member Annual Statement is an important personalized pension resource. Your Statement is sent each year by mail to your home address. Please review this document and store it in a safe place. 

Your Retired Member Statement

When you receive your Annual Statement this spring, please review it to verify your pension amount, see the amount of inflation protection applied to your pension, and see the beneficiary information we have on file. 

The annual statement also contains the annual Pension Payment Confirmation form. This form can be found on page 7 of your Annual Statement, with instructions for completing it on page 6. 

2020 Pension Payment Confirmation - Deadline extended to July 31

The pension confirmation process is one of the ways we keep your pension safe, by ensuring we are paying the right pension to the right person. Out of consideration for the impacts the COVID-19 pandemic may have, you now have until July 31, 2020 to confirm your pension. You may disregard the May 31 date noted on the form.

Four ways to confirm your pension

To confirm your pension, contact the Plan using one of the methods listed below. When confirming your pension, you will need your Member ID on hand, which can be found in the box at the top of page 3 of your Annual Statement. 

1. Secure online upload

Use the Plan’s secure document delivery system (S-Doc) to safely send an electronic copy of your signed Pension Payment Confirmation form.

  • Complete section A by checking the box, signing and dating it.
  • Scan (or take a clear photograph) of the form to send through S-Doc.
  • Visit caatpension.on.ca, go to the Retired Members page and click “Securely transmit your documents to CAAT.”
  • In the “From” line, enter your email. In the “Subject” line, enter “2020 Pension confirmation” followed by your LAST name.
  • In the message field, enter your full name and Member ID.
  • Attach the digital copy of your form by clicking “+ Add Files…”, or by dragging and dropping it into “Drop Files Here.”
  • You do not have to mail the Pension Payment Confirmation form to the Plan.

2. Phone

Call the Plan at 416.673.9000, or toll free 1.866.350.2228, Monday to Friday, between 8:30 AM and 4:30 PM EDT. Make sure to have your Annual Statement on hand for reference.

  • You do not have to mail the Pension Payment Confirmation form to the Plan.

3. Email

If you are unable to use S-Doc or phone, email the Plan to confirm your pension. Do not include a copy of the Pen­sion Payment Confirmation form in the email.

  • Email member@caatpension.on.ca with the subject line “2020 Pension confirmation” followed by your LAST name.
  • Include only your name, Member ID and mailing address in the body of the email, along with the following statement: “I certify that I am the person identified above, and am in receipt of a pension from the CAAT Pension Plan.”
  • You do not have to mail the Pension Payment Confirmation form to the Plan.

4. Mail

Return the completed form to the CAAT Pension Plan using the postage-paid return envelope included in this package.

  • Complete section A by checking the box, signing and dating it.

If the member is unable to complete the form on their own

  • If you represent the retired member or surviving spouse as the holder of a valid and operative Power of Attorney for Property, you are required to complete, sign, and date section B of the form.
  • If you haven’t already done so, include a copy of the valid and operative Power of Attorney for Property with the form, along with a copy of your proof of identity.
  • Return the form by mailing it to the Plan or by using the Plan’s secure online delivery system (S-Doc). See #1 and #4 in the instructions above for more details.

Note: If entering into a Power of Attorney, consider consulting with a lawyer to ensure that your document is valid, and follows the laws of your province or territory.

Power of Attorney is a legal document that gives the holder (referred to as the Attorney) the authority to act on your behalf in matters relating to your property or personal care. Read this section of our website to learn more about Power of Attorney and the pension confirmation process. 


Why confirm your pension?

Returning your completed form to the CAAT Plan allows you (or the holder of your Power of Attorney) to confirm some of the basic information we have on file. It helps us maintain the accuracy and currency of our records. Your prompt response will also ensure that you will not experience any interruptions in your pension payments. If we do not have your confirmation, we may need to suspend your pension payments until we receive confirmation. This is part of our responsibility to pay pensions to only those entitled to receive them.