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.

Eligibility

The following criteria determine whether you are eligible for a pension transfer:

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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