Pension – More Information & Forms
| General Information | File Type |
| Pension Adjustment in the Year of Retirement | |
| Pre-Retirement Seminar Presentation – Faculty | |
| Pre-Retirement Seminar Presentation – Professional Services | |
| Retirement Plan Fund Interest Rates |
Pension Forms
| Form Name | Description |
 Letter of Retirement Template |
Letter template to confirm retirement to management. |
| Pension Beneficiary Change Form | Update/change your Pension Beneficiaries. Contact the Pension Officer if you require assistance. |
| Retirement Plan – Optional Enrolment Form | Submit this form to Pension Services if you are an eligible employee under the age of 30. Contact Pension Services for more information. |
| Request for Foreign Currency Benefit Payment by Wire or Draft | Deposit options for retirees living abroad. |
| Transfer of Pension Funds to a Registered Pension Plan | Used when transferring out of the Carleton University Retirement Plan to your new employer. Contact the Pension Officer for more information. |
| Transfer of Pension Funds to A Locked-In Retirement Account | Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact the Pension Officer for more information. |
| T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3 | Government document to transfer out your Carleton University Retirement Plan. |
| U.S. Direct Deposit Request Form | Direct deposit for US Residents. |