Form 5A - Waiver of 60% Joint Survivor Pension for 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name as the pension partner in the designated field. Ensure accuracy, as this identifies you in relation to the plan member.
3. Next, input the name of the plan member. This is crucial for linking your waiver to their pension plan.
4. Fill in the name of the pension plan where funds are held. This information is necessary for proper documentation.
5. Review and check all statements regarding your understanding of the waiver. Confirm that you agree to waive your entitlement to a minimum 60% Joint and Survivor pension.
6. Sign and date the form at the bottom, ensuring that you do so in the absence of the plan member, as required.
7. Finally, submit this completed form to your plan administrator within 90 days before the pension commencement date.

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