Schedule of Expected Pension Contributions Schedule of Expected Contributions, to be filed with the  Preview on Page 1

Schedule of Expected Pension Contributions Schedule of Expected Contributions, to be filed with the 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the *Name of Pension Plan* and *CRA Registration Number* in the designated fields. Ensure accuracy as these are required fields.
  3. Fill in the *Fiscal Year of the Plan covered by this Schedule* and the *Date Completed / Revised*. Use the format mmm-dd-yyyy for consistency.
  4. Provide your details under *Plan Administrator - Name and Address*, including contact information such as phone number and email address.
  5. Next, complete the *Fundholder - Name and Address* section with similar details, ensuring all required fields are filled out.
  6. In the *Expected Contributions* section, input estimated contributions for each quarter. Remember not to include employee additional voluntary contributions (AVCs) or optional ancillary contributions (OACs).
  7. Finally, review all entries for accuracy before signing. The certification section must be completed by printing your name, title, and providing your signature.

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Related links

Defined benefit plan | Internal Revenue Service

Who contributes. Generally, the employer makes most contributions. Sometimes, employee contributions are required, or voluntary contributions may be permitted.Read more

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26 CFR 1.430(j)-1 - Payment of minimum required

This section provides rules related to the payment of minimum required contributions, including the payment of required installments.Read more

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2017 General Instructions for Forms W-2 and W-3

May 2, 2017 In addition, you may enter the following contributions to a pension plan: (a) nonelective employer contributions made on behalf of an employee,.Read more

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