Before proceeding with the application:

  • Please ensure that you have all the necessary requirements prior to submitting an application via the Pension Services Portal.
  • Refer to FSRA’s guidance here as there may be guidance applicable to the type of application you will be submitting.

To start an application:  

  1. Log into the PSP. 
  2. In the top navigation bar, select "Applications". 
  3. On the "Application Record" page, click on "New Application".
  4. On the "Application Profile" page, select the appropriate plan and appropriate application from the drop-down menus.
    • A guidance note outlining the requirements for the particular application will be shown. 
    • Depending on the type of application you have selected, you may be required to complete some qualifying questions. Please complete all required questions.  
  5. Click on "Start".

Attaching documents: 

  1. On the "Application Workspace" page, click on "Attach Document" in the "Actions" window. 
  2. On the "Attach Document" page, select the document type from the drop-down menu. 
  3. Click on "Browse" and select the file you wish to submit. 
  4. Click on "Save and Close" to complete the upload process. 
You must repeat the "Attach Document" process (Steps 6 – 9) for each document that is required for an application. 

Certify and submit: 

  1. On the "Application Workspace" page, click the "Submit" link in the "Actions" window. 
  2. On the "Submit Application" page, complete the certification section.
  3. Click on "Certify & Submit" to complete the certification process. You will be returned to the "Application Workspace" page. 

What to expect after submission: 

  • You will receive an automatic email that acknowledges your application was received by FSRA. 
  • For Defined Benefit Wind Up reports, if FSRA requires additional information to review your application, you will receive a notification email informing you that a FSRA note or letter has been added to the "Application Workspace" page. Please review and respond. Once FSRA’s review is complete, you will be notified by email that your application is approved. You will be able to access your approval letter under the "Application Workspace" page for the specific application.