Request for Estimate

This section provides specific details if you wish to receive an estimate of the maximum transferable amount allowed for division before making a formal application for division. It includes the required documents and forms. An estimate can be requested even if you are not yet separated or divorced. This step is optional as an application for division may be made without an estimate.

Estimate

The estimate calculation is based on the value of the plan member's pension benefits accumulated during the period of cohabitation and on the information you provide.

You will receive a Pension Benefits Report, which includes the estimate. A general explanation on how to interpret the report will also be included. Note that the division amount quoted on the estimate is the maximum amount that could be transferred on the date the report is prepared.

Note:

1. The estimated amount can change significantly with fluctuation in interest assumptions.
2. If the plan member requests an estimate of the maximum transferable amount, an estimate of the resulting impact on the pension benefits will also be provided.
3. If both parties to the division are public service plan members, the difference between the division amounts for each member may be paid to the recipient's locked-in registered retirement vehicle if the Court Order or written Agreement so provides. You may contact the Public Service Contact Us - Public Service Pension Centre for further details.

Documents and Forms

1. Required - Form PWGSC-TPSGC 2488 titled "Request for Pension Benefits Division Information with respect to a Public Service Superannuation Act Pension in accordance with the Pension Benefits Division Act".

   This form is required to request an estimate of the maximum transferable amount. Please ensure that you provide the plan member's name and date of birth (section C of the form), otherwise the form will be considered invalid and will be returned to the sender.

2. Required if available – Copy of the Court Order or written Agreement that:
   • provides for the division of the accrued pension benefits;
   • establishes the dates of the period of cohabitation subject to division; and
   • establishes the dates when interruptions occurred in the period of cohabitation (if applicable).

   If you do not have a Court Order or written Agreement or if all the information required, as specified in paragraph 2 above, is not included in the Court Order or Agreement, you have to complete Form PWGSC-TPSGC 2483 titled "Statutory Declaration in the matter of Provision of Pension Benefits Information under the Pension Benefits Division Act".

   To be valid, a lawyer, notary public or commissioner for oaths must witness this form.

3. If applicable - Authorization to act on behalf of the applicant

   You only need to provide this document if you are a representative acting on behalf of the plan member or on behalf of the spouse or former spouse/common-law partner. It must be the original or certified true copy.

Once completed, the respective documents and forms must be forwarded to the Contact Us - Public Service Pension Centre.

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