Pension transfer in—Criteria
Time limits associated with pension transfers
Usually you must begin the pension transfer process by submitting a request for estimate within one year from the date you receive written notification of your contributory status under the Public Service Superannuation Act (PSSA) or within one year from the date a Pension transfer agreement (PTA) is signed; whichever is later. A pension transfer estimate can only be provided if a PTA exists.
The following criteria determine whether you are eligible for a pension transfer:
- You are employed and a contributor under the PSSA when you make the estimate and transfer request (indeterminate employment status is not a requirement);
- You were subject to your former employer's pension plan; have ceased to be employed with your former employer and have not received a return of contributions or any other benefit in respect of the service to be transferred;
- You sign and forward your request for estimate form within the prescribed time limits.
There is no age restriction applicable to the PTA provision. However, since the actuarial calculation for a pension transfer takes your age into consideration, valid proof of age is required before the funds will be transferred. If there is no documentation on file, Government of Canada Pension Centre will request a copy of your birth or baptismal certificate.
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