Forms
Employer Application Form For Pension
If you are a church wishing to enrol as an employer in the pension plan, you will need to fill out two copies of the Employer Application Form and one copy of the Waiting Period Form. If desired, a Pre-Authorized Chequing Agreement Form can also be filled out. Please see the Pension Plan section under “Help for Pastors” for more information and application instructions. Upon completion, please mail two original, signed copies of the Employer Application and one Waiting period form to BGC Canada.
Employee Application Form for Pension
If your church wishes to enroll an additional employee as a member in the pension plan program, the Employee Application Form will need to be filled out. Please see the Pension Plan section under “Help for Pastors” for more information, eligibility requirements, and application instructions. Upon completion, please mail the original signed copies to BGC Canada.
Pre-Authorized chequing agreement form for pension
As an option to BGC churches enrolled in the Pension Plan, churches may sign up for pre-authorized, automatic, monthly withdrawals as a preferred method of payment. Upon completion, please mail to BGC Canada.
Waiting Period Form
This form is to be filled out with every new employer application. It is used to determine if the employer would like to establish a three-month waiting period after an employee is hired before he or she can be enrolled in the plan. Upon completion, please mail to BGC Canada.
Summary of investments
This document is available to help you make an informed decision as to where to allocate your investments. If you are applying as a new member of the pension plan, the allocations can be made in section six of the employee application form. If you are already enrolled, you may change your allocations anytime online at Canada Life.
Pension Investment Change Form
This form can be filled out if a current member in the plan wishes to changes his or her fund allocations. Upon completion, please mail original to BGC Canada. You can also change your investments online.
Pension Notice of termination
This form is to be used by the Plan Administrator to report the termination, retirement or death of a member.
Pension Waiver Form
This form must be filled out if an eligible employee decides not to participate in the CCCC Employee’s Pension Plan. Upon completion, please mail to BGC Canada.
Transfer Authorization For Registered Investments
To be used when a member wishes to transfer funds from another registered plan to their Group Retirement Services plan. Please note that this form does not come to BGCC, CCCC, or GRS. It goes to the financial institution your funds are coming from.
Request for Withdrawal
This form is to be used if a member wishes to withdraw funds. Please note that only employee contributed funds can be withdrawn.
Member Information Change
This is to be completed when any of the following information changes for a member - member name, beneficiary name (not to change your beneficiary or to designate a beneficiary, but simply if the beneficiary's name has changed for example due to marriage), member address, member province of employment (RPP), member spousal information (RPP).
Designation of revocable beneficiary/trustee appointment
This is completed by a member wishing to change a beneficiary (primary or contingent) or to appoint or change a trustee.
Addendum to Designation of Revocable beneficiary/trustee appointment
This form is to be used for situations where a member wants to add more beneficiaries than what the application form or the Beneficiary Designation form can accommodate. It must be clear that the Addendum is linked to the Application or the Beneficiary Designation form by indicating the date of signature on either the member application or the existing Beneficiary designation.
Pension Plan Description
The legal document that every church that offers the Pension Plan agrees to adhere to upon signing a Participation Agreement when becoming a Participating Employer in the Plan.