For calendar year 2011, the administration process is completed in 3 parts - please take note of any deadlines.
- 1. Account Summary Form
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Deadline is March 1, 2012
The annual summary form is sent to the Advisor (or in some cases the Accountant) in January of each year. This form requests the following information:
- Contributions made to the IPP
- RRSP Transfers into the IPP
- Value of the Plan assets at Dec 31, 2011
- Portfolio holdings at Dec 31, 2011
- 2. Pension Adjustment Form
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Deadline is prior to issuing a T4 Slip for Plan Member(s)
The pension adjustment form is mailed in January to the sponsoring company. A pension adjustment (PA) and the plan's registration number is required to be included on each IPP member's T4 slip. The sponsoring company will need to complete the PA form and submit to our office by mail, fax or e-mail to obtain a pension adjustment.
- 3. Annual Information Notices
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Mailed to the Sponsoring Company in January of each year, this letter requests information from the sponsoring company required to complete the annual administration requirements for an IPP.
You may download a copy of this form specific to your province below:
Visit our resources page for additional information, downloads and links.
If you have any questions related to this process, contact us.
