Form 10 - Request for approval to transfer commuted values or purchase annuities (for pension plans that provide defined benefits)

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PF-140E

Form details

Form number: PF-140
Form title: Form 10 - Request for approval to transfer commuted values or purchase annuities (for pension plans that provide defined benefits)
Sector: Pensions
Category:
Commuted Value Transfers
Purpose of form:

Should be used by the pension plan administrator to obtain FSRA’s approval before transferring any funds under sections 42 or 43 of the Pension Benefits Act. It applies to situations where the administrator knows, or ought to know, that the transfer ratio in the most recently filed valuation report has declined by 10% or more. For additional information, see FSRA’s guidance on 

Limitations on Commuted Value Transfers and Annuity Purchases (DB Pension Plans) (PE0202APP). 
Last update: 2025-08-27