Actuary’s Certification Defined Benefit Single Employer Pension Plan (SEPP) to Jointly Sponsored Pension Plan (JSPP) Transfer under Section 80.4

Key Information

Please review the following instructions to download the forms

To be able to fill in and save a PDF form (Fillable/saveable version), download and then open the form using the free Adobe Reader.

  1. Hover over the form name with your mouse
  2. Right-click and select “Save link as” to save the form. This will allow you to save the form in a location of your choosing (file folder, etc.). Note: Do not use the browser’s “Open” feature.
  3. Once saved, go to the location where you saved the form.
  4. Hover over the form name with your mouse
  5. Right-click and select “open with…” and in the menu select “Adobe Acrobat Reader”

PF-122E

Form details

Form number: PF-122
Form title: Actuary’s Certification Defined Benefit Single Employer Pension Plan (SEPP) to Jointly Sponsored Pension Plan (JSPP) Transfer under Section 80.4
Sector: Pensions
Category:
Asset Transfers
Purpose of form: To facilitate the application process for an asset transfer under s. 80.4. This is an actuarial certification that was included as part of the asset transfer guidance issued in January 2021
Last update: 2021-02-03