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Form 3 subsection 18 3 pdf

Canada application pension benefit 2026

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The document is an application form for transferring pension benefit credits under the Pension Benefits Standards Act, 1985. It allows members or survivors of a member to request the transfer or purchase of their pension benefits to various financial instruments such as locked-in registered retirement savings plans, life income funds, or annuities. The form includes sections for applicant details, selection of transfer options, signatures from both the applicant and a witness, and confirmation of the request by a financial institution.

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Click ‘Get Form’ to open the Canada Application Pension Benefit in the editor.
In the 'Applicant' section, enter your name and specify if you are a member or survivor of a member by checking the appropriate box.
Next, choose your preferred option for transferring or purchasing your pension benefit credit by checking one of the boxes under 'Transfer or Purchase'.
Proceed to fill in the signatures section. Ensure that both you (the applicant) and a witness sign and print their names clearly.
In the 'Confirmation of the request received by the financial institution' section, check the appropriate box that corresponds to your selected transfer option.
Finally, complete the signatures section for both yourself and an officer from the financial institution, ensuring all details are filled accurately.

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