University pension staff, in consultation with external service providers, are responsible for the administration of the Brock University Pension Plan (the “Plan”). All enquiries concerning the Plan should be referred to pension staff.
We will be pleased to respond to pension related questions and welcome Plan members to arrange confidential meetings to discuss information relating to pension and other retirement matters.
- Checklist – Retirement documents
- Checklist – transfers of pension benefit (previous Brock employees)
- Declaration of Marital Status
- Spouse and Beneficiary Designation form
- T2151 — Direct Transfer of a Single Amount form
- Declaration of Transfer to a Locked-in Retirement Account form (LIRA)
- Declaration of Transfer of Funds to a Life Income Fund form (LIF)
- Request to Print Pension Statement
- Spousal Waiver of Joint And Survivor Pension form
- Pension plan booklet
- Annual Report 2020-21 Brock University Pension Plan
- Annual Report 2019-20 Brock University Pension Plan
- Annual Report 2018-19 Brock University Pension Plan
- Annual Report 2017-18 Brock University Pension Plan
- Annual Report 2016-17 Brock University Pension Plan
- Annual Report 2015-16 Brock University Pension Plan
- Annual Report 2014-15 Brock University Pension Plan
- Short term fund
- Deferred member FAQ
- Marriage Breakdown
- Plan member update