Direct deposit of pension payments
Set up the automatic deposit of your pension benefit payments directly to your account at your financial institution.
Designation or change of beneficiaries
Designate a person or persons as your beneficiary for your Basic Life Insurance coverage. This may include legally constituted organizations.
For information on Basic Life Insurance, see Life Insurance Coverage under Post-retirement benefit.
Paid Death Benefit - Age 65 and up
Designate a person or persons as your beneficiary for your Canada Post Paid Death Benefit, which takes effect at age 65. This may include legally constituted organizations.
For information on Paid Death Benefit, see Life Insurance Coverage under Post-retirement benefit.
Designate a person or persons as your pension beneficiary. This may include legally constituted organizations.
For information on survivor benefits, see When a member dies.
Declaration of Attendance at an Educational Institution
Dependent children of deceased members who are age 18 or more but less than age 25 must use this form to confirm their full-time attendance at an educational institution.
Declaration of Marital Status
Use to declare your current marital status and spouse or common-law partner, and former relationships, if applicable. The information is needed before your pension benefit can be processed and will be used to determine your survivor upon your death.
Canada/Quebec Pension Plan (C/QPP) Declaration Form
With this form, members who retire and are less than age 65 declare to the Pension Centre whether or not they are in receipt of C/QPP disability benefits at the time they apply for their pension benefit from Canada Post.
Transfer of pension benefits out of the Canada Post pension plan
For members and survivors who are entitled to a transfer of their pension benefit out of the Plan. Both forms are needed to finalize the transfer.Form 3 - Application to transfer pension benefit credits
Form T2151 - Direct transfer of a single amount
Transfer of an amount into the Canada Post pension plan
For members who request a transfer of an amount into the Plan, including payments for elective service.Form T2033 Direct transfer
To download pdf documents, your computer must have Adobe® Reader® version 4.0 or higher. If you do not have this software and are currently at home, go to Adobe. If you do not have this software and are currently at work, contact your Systems Administrator.