Form 9 - Actuarial Information Summary

Key Information

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Form 9

Form details

Form number: Form 9
Form title: Form 9 - Actuarial Information Summary
Sector: Pensions
Category:
Plan Filings
Purpose of form: FSCO developed this form in collaboration with the Canada Revenue Agency and Retraite Québec. The AIS has now been updated to include, amongst other things, the new Ontario funding rules that came into effect in May 2018. The AIS must be filed in conjunction with a corresponding funding valuation report (Report), if the associated Report is required under sections 3, 4, 13 or 14 of Regulation 909, R.R.O. 1990. The Pension Services Portal has also been updated with the revised AIS and it will remain in effect after the launch of the Financial Services Regulatory Authority.
Instructions on how to use the form:

The instructions for line 101 (Incremental Cost) have been updated to clarify that it should be for a one-year period (i.e., the total incremental cost divided by the period covered by the actuarial valuation report) [April 2022]