Form 2 - Spouse'S Waiver Of Entitlements Under A Pension Plan, An Rrsp, A Life Annuity Or A Lif Contract - Bc
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1
2Form 2
(sections 23.1, 29 (7) (h) and (9), 30 (8) (j) and (10), 31 (1) and 34 (2))
S
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P
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POUSE
S
AIVER OF
NTITLEMENTS
NDER A
ENSION
LAN
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- BC
AN
RSP
A
IFE
NNUITY OR A
IF
ONTRACT
1 I, .....................................................................................................................,
am the “spouse” of .................................................................................[
], who is a member or
full name
former member of a pension plan regulated by the Pension Benefits Standards Act of British Columbia.
2 Being the member or former member’s “spouse” means that (check one)
q I am married to the member or former member, and have not been living separate apart from
that person for the preceding two years,
q I have been liv ing with the member or former member, as husband and wife, for the preceding
2 years, or
q I am the same gender as, and have been living with, the member or former member in a mar-
riage like relationship for the preceding 2 years.
3 I understand that the Pension Benefits Standards Act requires that the benefits earned by a member or
former member under a pension plan must be paid as at least a 60% joint and survivor pension. This
means that if my spouse dies after the payments start, it is my entitlement to receive lifetime payments
of at least 60% of the amount paid to my spouse unless I waive my entitlements.
4 I understand that if I sign this waiver form and it is filed with the plan administrator, RRSP or life
insurance or LIF issuing company, I waive my entitlements to the minimum 60% joint and survivor
pension. I further understand that signing this waiver means that (check one)
q (a) if a pension is to be paid, my spouse may elect a pension that
(i) gives me a different survivor benefit, or
(ii) gives me no survivor benefit at all, or
q (b) if the pension is to be cashed out because the person who owns the entitlement is age 65 or
older and that person’s total entitlements are less than the prescribed amount, because the
person who owns the entitlement has ceased to be a resident of Canada, or due to shortened
life expectancy
(i) payment will be made to my spouse as a cash lump sum or as a series of payments for
a fixed period, and
(ii) this may give me no survivor benefit at all.
5 I certify that I am waiving my entitlements to receive the minimum 60% joint and survivor pension,
and that
(a) I will receive (check one)
q no payments after my spouse dies,
q no payments after my spouse dies except for payments until .................................[
]
date
under the ..................... year guarantee period,
q payments of .........% (less than 60%) of the amount paid to my spouse after my spouse
dies,
q whichever of the above my spouse chooses;
(b) I have read this form and understand it;
(c) I have reviewed the information provided to my spouse by the plan administrator, RRSP or
life annuity or LIF contract issuing company;
(d) neither my spouse nor anyone else has put any pressure on me to sign this form;
(e) my spouse is not present while I am signing this form;
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