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 67 of 67 entries
Sector Title Number Last Updated Sort descending
Pensions Superintendent's Checklist for Compliance on Plan Wind up for Defined Benefit Plans 1171
Pensions Form 9 - Actuarial Information Summary Form 9
Pensions Form 10 - Request for Superintendent's Approval of Commuted Value Transfers 1164
Pensions Form 2.1 - Pension Benefits Guarantee Fund Assessment Certificate (PBGF) 1241
Pensions Form 8 - Investment Information Summary 1161
Pensions Form 4 - Waiver of Pre-Retirement Death Benefit 1166
Pensions Form 3 - Waiver of Joint and Survivor Pension 1165
Pensions Form 1.2 - Individual Pension Plan Certification 1306
Pensions Form 1 - Application for Registration of a Pension Plan 1158
Pensions Form 11 - Letter of Credit Certificate 1294
Pensions Application for Family Law Value (Ontario PRPP Form ON-A) 1342
Pensions Statement of Family Law Value (Ontario PRPP Form ON-C) 1345
Pensions Joint Declaration of Period of Spousal Relationship (Ontario PRPP Form ON-B) 1343
Pensions Application to Transfer the Family Law Value (Ontario PRPP Form ON-D) 1346
Pensions Certification(s) Regarding Spouse – Withdrawal/Transfer from a Locked-in Account (Ontario PRPP Form ON-2) 1344
Pensions Form 14 - Statement of Investment Policies and Procedures (SIPP) Information Summary 1328
Pensions Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account (LIRA, LIF or LRIF) 1248
Pensions Form 2.2 - Pension Benefits Guarantee Fund (PBGF) Assessment Certificate S-1394
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 VB 4 - Spousal Waiver of Death Benefit from a Variable Benefit Account PF-102
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 5 - Direction of Spouse as Specified Beneficiary to Continue Receiving Variable Benefit Payments PF-103
Pensions Form VB 3 - Direction of Retired Member to Transfer an Amount out of a Variable Benefit Account PF-101
Pensions Form VB 1 - Waiver of Joint and Survivor Pension - Variable Benefit Account PF-099
Pensions Form VB 6 - Direction of Spouse as Specified Beneficiary to Transfer an Amount out of a Variable Benefit Account PF-104
All Sectors Credit Card Authorization Form GF-005
Pensions DFC1 - Election Form to Defer Certain Contributions PF-108
Pensions DFC2 - Schedule to Defer Certain Contributions PF-107
Pensions DFC3 - Contribution Deferral Statutory Declaration PF-111
Pensions FL-VB2 - Joint Declaration of Period of Spousal Relationship – Variable Benefit Account (FSRA Family Law Form) PF-113
Pensions FL-VB5-Application to Transfer the Family Law Value - Variable Benefit Account FSRA Family Law Form PF-110
Pensions FL-VB4 - Statement of Family Law Value - Variable Benefit Account (FSRA Family Law Form) PF-115
Pensions FL-VB1-Application for Family Law Value – Variable Benefit Account FSRA Family Law Form PF-109
Pensions FL-VB3 - Contact Person Authorization – Variable Benefit Account (FSRA Family Law Form) PF-114
Pensions Form 15.3 – Consent Form: Other Person PF-119
Pensions Form 15.1 – Consent Form: Member PF-117
Pensions Form 15.2 – Consent Form: Spouse PF-118
Pensions Form 15 – PBA Exemption Election Form PF-116
All Sectors Complaint Form IF-018
Pensions Actuary’s Certification Defined Benefit Single Employer Pension Plan (SEPP) to Jointly Sponsored Pension Plan (JSPP) Transfer under Section 80.4 PF-122
Pensions Asset Transfer Application Summary - (Transfers under PBA s. 80.4) PF-121
Pensions Actuary’s Certification - Defined Benefit Single Employer Pension Plan (SEPP) to SEPP Transfer under Section 80 or 81 PF-124
Pensions Asset Transfer Application Summary (Transfers under PBA s. 80 and 81) PF-123
Pensions Wind Up Report For Defined Contribution Pension Plans PF-105
Pensions Family Law Form FL–4A: Statement of Family Law Value – Defined Contribution Benefit PF-129
Pensions Family Law Form FL–4E: Statement of Family Law Value – Retired Member with a Defined Benefit Pension PF-135
Pensions Family Law Form FL–6S: Spouse’s Application to Divide a Retired Member’s Pension – Special (Combined Option) PF-127
Pensions Family Law Form FL–4C: Statement of Family Law Value – Active Member of a Plan with Defined Benefit and Defined Contribution Provisions PF-133
Pensions Family Law Form FL–5: Spouse’s Application for Transfer of a Lump Sum PF-125
Pensions Family Law Form FL–8: Post-retirement Waiver of Survivor Pension After Separation (Optional) PF-128
Pensions Family Law Form FL–4D: Statement of Family Law Value – Former Plan Member PF-134
Pensions Family Law Form FL–6: Spouse’s Application to Divide a Retired Member’s Pension PF-126
Pensions Family Law Form FL–1: Application for Family Law Value PF-132
Pensions Form 7.2 – Non-Receipt of Form 7 Reporting Form PF-139
Pensions Family Law Form FL–4B : Statement of Family Law Value – Active Plan Member with a Defined Benefit PF-131
Pensions Form 7.1 - Non-Remittance/Variance of Contributions Reporting Form PF-137
Pensions Form 7 - Summary of Contributions PF-138
Pensions Form 1.1 – Application for Registration of a Pension Plan Amendment PF-120
All Sectors IT Risk Incident Notification Form GF-009E
All Sectors Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Pensions Financial Hardship Unlocking - Form FHU 3 PF-097
Pensions Form 5 - Application to Withdraw or Transfer Money from an Ontario Locked-in Account PF-112
Pensions Financial Hardship Unlocking - Form FHU 1 PF-095
Pensions Financial Hardship Unlocking - Form FHU 4 PF-098
Pensions Financial Hardship Unlocking - Form FHU 2 PF-096
Pensions Form 5.2 - Application to withdraw or transfer up to 50% of the money transferred into a Schedule 1.1 LIF PF-106
Pensions Form 2 - Annual Information Return (AIR) PF-141