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Retirement Forms |
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So you are ready to retire!
While retirement is a goal of most working people, the process to retire, including the numerous
forms that must be filled out and decisions that must be made on pension options can be confusing
for many.
In order to retire, the first step is to request a pension estimate from the Pension Plan Administrator.
The pension estimate that you will receive from them will outline the options that you have regarding the
various pension types and the amount of pension income that you will receive under each option. Use the
Request for Pension Estimate to obtain this helpful information from the
Plan Administrator.
Once you have received your pension estimate and reviewed your choices. Use the Application for Pension Benefits
to notify the Plan Administrator of your pension choice and request the start of pension payments.
You will notice on your pension estimate, that your choice of pension type may depend on whether you have
a spouse or not. Use the Spousal Declaration Form to confirm whether
you have a spouse or not. If you have a spouse, you may need to complete the Spousal Waiver Form
if you select certain pension types.
If you would like your pension payments to be deposited directly into your bank account, you must complete the
Automatic Deposit Form.
Most retirees will want to ensure that the correct amount of income tax is being withheld from their pension payments.
Send both the 2005
Personal Tax Credits Return (TD1) and the
2005
BC Personal Tax Credits Return (TD1BC) to the Plan Administrator to ensure that they are
withholding the correct amount of taxes. Use the TD1 and TD1BC worksheets provided if you need help to complete the TD1 and TD1BC.
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Notes
Questions on completing the forms should be directed to the Plan
Administrator.
Completed forms should be forwarded to the Plan
Administrator. |
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Plan Administrator
Millworkers Pension Plan (Unifor) Administrator
c/o D.A. Townley.
160 – 4400 Dominion Street
Burnaby, BC V5G 4G3
Phone: 604-299-7482 or 1-800-663-1356
Fax: 604-299-8136
Email: Pension
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