Home
Forms Library
Ontario Joint and Survivor Form, Instructions, and Benefit Examples

Ontario Joint and Survivor Form, Instructions, and Benefit Examples 2025

Ontario Joint and Survivor Form, Instructions, and Benefit Examples Preview on Page 1

See details

4 out of 5

47 votes

The document provides instructions and options for pension benefits under the Bricklayers and Trowel Trades International Pension Fund in Ontario. It outlines the default Joint and Survivor pension benefit for retirees with spouses, detailing various payment options including 50%, 60%, 75%, or 100% survivor benefits. It also explains alternative forms of pensions such as Regular Pension, Single Life Annuity, and certain guaranteed periods. Additionally, it includes requirements for spousal waivers and proof of marital status necessary for processing benefit elections.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Ontario Joint and Survivor Form, Instructions, and Benefit Examples with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Ontario Joint and Survivor Form in the editor.
Begin by indicating your marital status in Section A. Check the appropriate box (Single, Married, Common Law, Separated, Divorced, or Widow(er)) and attach proof of your status.
If you elect a Joint and Survivor Pension, check box 1 in Section A and select either the 100%, 75%, 60%, or 50% option that follows. Complete Section D with your signature.
For Optional Forms of Payment (Regular Pension, Single Life Annuity, etc.), check box 2 in Section A. Your spouse must complete Section B and sign a Spousal Waiver form if required. Mark one of the boxes in Section C for your desired payment option.
Ensure all necessary documents are attached as proof of marital status based on your situation (married, single, separated/divorced).
Review all sections for accuracy before submitting the completed form through our platform.

Start using our platform today to easily fill out your Ontario Joint and Survivor Form for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a joint survivor benefit?

Joint and survivor annuities are designed to provide income for you and your spouse and will continue providing even after one of you dies. Unlike single-life annuities, which stop regular payments after the annuitants death, a joint and survivor annuity can provide an income for your loved one after youre gone.

How long will I receive CPP survivor benefits after?

To qualify for the death benefit, the deceased must have made contributions to the Canada Pension Plan ( CPP ) for at least: one-third of the calendar years in their contributory period for the base CPP, but no less than 3 calendar years, or. 10 calendar years.

Who is eligible for the $2500 death benefit in Ontario?

Survivor benefits will be paid as follows: A members eligible spouse will receive survivor pension equal to 50% of their pension or a lump sum payment equal to the members contributions, adjusted for interest.

What is the $2385 CPP payment?

The survivors pension is a monthly benefit paid to the surviving spouse or common-law partner upon the death of the contributor. It can be combined with a CPP retirement pension. However, there are specific rules that apply when calculating the base portion of combined CPP benefits.