Supplemental pension plans - Forms for spouses

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Forms related to partition of the benefits accumulated in a supplemental pension plan

To help you with the procedures involved in the partition of benefits accumulated in a supplemental pension plan, the Régie des rentes du Québec can provide you with forms to fill out and then send to the plan administrator, not to the Régie.

Two kinds of forms are provided:

  • Applications for a statement of benefits (forms 1, 2, 3 and 4)
  • Applications for partition of benefits (forms 5 and 6)


Application forms for a statement of benefits, depending on your situation

Situation of the spouses

Number and title of the form

Benefits evaluation date

Married

In the course of family mediation

With or without institution of an action* 

1. Application for a Statement of Benefits in the Course of Family Mediation  

Date of the end of the conjugal relationship  

Married

Not in the course of family mediation

With or without institution of an action*

2. Application for a Statement of Benefits that May be Issued at the Plan Administrator's Discretion

(The administrator is not required to provide the statement)

Date of the end of the conjugal relationship

Married

Whether or not in family mediation 

With institution of an action*

3. Application for a Statement of Benefits Following Institution of the Action*

Date of institution of the action*

Former de facto (common law) spouses

4. Application for a Statement of Benefits for Former De Facto (Common Law) Spouses

Date of the end of the conjugal relationship


* Institution of an action for divorce, separation from bed and board or civil annulment of marriage. The date of institution of an action is the date on which the application is filed with the Court.

The plan administrator can charge a fee for issuing a statement. The fee varies depending on the type of plan or application. For example, for a defined benefit plan, the fee required for statements 1, 3 or 4 cannot exceed 250 $, of which each spouse pays 125 $



Application forms for partition of benefits, depending on your situation

Situation of the spouses

Number and title of the form

Former married spouses

5. Application for Partition after a Marriage Breakdown

Former de facto (common law) spouses

6. Application for Partition Between Former De Facto (Common Law) Spouses


The plan administrator can charge a fee for processing an application for partition. The fee varies depending on the type of plan. For example, for a defined benefit plan, the fee cannot exceed 150 $, of which each spouse pays 75 $.


Forms
Form 1Application for a Statement of Benefits in the Course of Family Mediation

Supplemental pension plan
RCR135 Oct 20063 pages
PDF112 K
Form 2Application for a Statement of Benefits that May be Issued at the Plan Administrator's Discretion

Supplemental pension plan
RCR136 Oct 20063 pages
PDF137 K
Form 3Application for a Statement of Benefits Following Institution of the Action

Supplemental pension plan
RCR137 Oct 20063 pages
PDF127 K
Form 4Application for a Statement of Benefits for Former De Facto (Common Law) Spouses

Supplemental pension plan
RCR138 Oct 20064 pages
PDF133 K
Form 5Application for Partition after a Mariage Breakdown

Supplemental pension plan
RCR139 Oct 20063 pages
PDF126 K
Form 6Application for Partition Between Former De Facto (Common Law) Spouses

Supplemental pension plan
RCR140 Oct 20065 pages
PDF148 K