Finance and Treasury Board 2025

1. Click ‘Get Form’ to open the Finance and Treasury Board document in the editor.
2. Begin by providing plan information. Fill in the name of the pension plan, registration number, policy or trust number, plan year ending date, and specify the number of months in the plan year.
3. Next, enter the plan administrator’s contact information. Include the name of the administrator or sponsor, contact person's name and title, mailing address, city or town, postal code, phone number, fax number, and email address.
4. Indicate where the plan’s books and records are located. If they are at a different address than above, provide that information.
5. Answer questions regarding amendments made during the plan year and contributions or benefit accrual cessation. Provide details as required.
6. Complete financial data applicable to the plan year on a cash basis. Ensure all amounts are accurately filled in for member contributions, employer contributions, and other amounts.
7. Finally, sign the certification section confirming that all information is true and correct before submitting your form via mail or fax as instructed.

Start using our platform today to streamline your document editing and form completion process for free!