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Sample Authorization.pdf - Anderson Pension Law Consulting - andersonpensionlaw shawwebspace

Sample Authorization.pdf - Anderson Pension Law Consulting - andersonpensionlaw shawwebspace 2026

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The document is an authorization letter allowing the release of pension and employment benefits information of a plan member or former member to their lawyer and other designated advisors. It includes personal details of the plan member, the authorizing individual, and specifies the duration of the authorization.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in the 'Plan Name' and 'Address' fields at the top of the form. This identifies the specific pension plan related to your request.
Next, provide details about the plan member or former member, including their 'Name', 'Address', 'SIN', 'Employee Number', and 'Date of Birth'. This information is crucial for accurate identification.
Indicate the employer's name in the designated field to clarify employment details associated with the benefits.
In the authorization section, fill in your lawyer's name and address, ensuring they are authorized to receive information on your behalf.
Select one of the checkboxes to confirm your relationship to the plan member or former member.
Sign and date the form at the bottom. If you are a former spouse, complete additional contact information as required.

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