News & Updates
OSFI issues new pension guides and forms
March 10, 2025
Canada’s Office of the Superintendent of Financial Institutions (OSFI) has issued updated pension plan instruction guides and accompanying forms for pension plans regarding actuarial information summaries, annual information returns, financial statements and more.
Click the links below to view the updated documents:
- Actuarial Information Summary Form and Guide
- OSFI 49 Annual Information Return Form and Guide
- Certified Financial Statements (OSFI 60) Form and Guide
- Solvency Information Return Guide
- Form 1 — Attestation regarding withdrawal based on financial hardship Instruction Guide
- FAQ on unlocking funds from a pension plan or locked-in retirement savings plan
- OSFI 593 DC Pension Plan Text Amendment Information Form
- OSFI 594 DB/Combination Pension Plan Text Amendment Information Form
