The following table lists FSRA forms searchable by title, number, sector and category. Each form has been created in a PDF format which you can download, complete in Adobe Reader and save to your computer. See the General Information page for more details.

Note: forms that were previously posted on the Financial Services Commission of Ontario (FSCO) site have been transferred to this table. We are working on updating these older forms to the new FSRA standard. Please reach out to our contact centre if you require assistance.

 

Showing 1 to 25 of 63 entries
Sector Title Number Last Updated
Pensions Form 1 - Application for Registration of a Pension Plan 1158
Pensions Form 8 - Investment Information Summary 1161
Pensions Form 10 - Request for Superintendent's Approval of Commuted Value Transfers 1164
Pensions Form 3 - Waiver of Joint and Survivor Pension 1165
Pensions Form 4 - Waiver of Pre-Retirement Death Benefit 1166
Pensions Superintendent's Checklist for Compliance on Plan Wind up for Defined Benefit Plans 1171
Pensions Form 2.1 - Pension Benefits Guarantee Fund Assessment Certificate (PBGF) 1241
Pensions Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account (LIRA, LIF or LRIF) 1248
Pensions Form 11 - Letter of Credit Certificate 1294
Pensions Form 1.2 - Individual Pension Plan Certification 1306
Pensions Form 14 - Statement of Investment Policies and Procedures (SIPP) Information Summary 1328
Pensions Application for Family Law Value (Ontario PRPP Form ON-A) 1342
Pensions Joint Declaration of Period of Spousal Relationship (Ontario PRPP Form ON-B) 1343
Pensions Certification(s) Regarding Spouse – Withdrawal/Transfer from a Locked-in Account (Ontario PRPP Form ON-2) 1344
Pensions Statement of Family Law Value (Ontario PRPP Form ON-C) 1345
Pensions Application to Transfer the Family Law Value (Ontario PRPP Form ON-D) 1346
Pensions Form 4.2-Waiver of Survivor benefit from a from a registered pension plan by a spouse of a non-resident former member 1395
Pensions Form 9 - Actuarial Information Summary Form 9
Pensions Financial Hardship Unlocking – Form FHU 1 PF-095
Pensions Financial Hardship Unlocking – Form FHU 2 PF-096
Pensions Financial Hardship Unlocking – Form FHU 3 PF-097
Pensions Financial Hardship Unlocking – Form FHU 4 PF-098
Pensions Form VB 1 - Waiver of Joint and Survivor Pension - Variable Benefit Account PF-099
Pensions Form VB 2 - Application to Withdraw or Transfer up to 50% of Amount Transferred to a Variable Benefit Account PF-100
Pensions Form VB 3 - Direction of Retired Member to Transfer an Amount out of a Variable Benefit Account PF-101