All Plan Members are required to complete a “Registration and Declaration of Beneficiary Form.” It is important that the Form be completed in full each time it is submitted to the Fund Office. All Plan Members, Spouses and Dependents must be registered in their legal names. The Registration Form must be completed, then signed and dated by the Plan Member in pen on the back page.
The Plan Member’s information is inputted in the top section.
Health & Welfare / Spouse or Common-law Spouse Information - in this section, the Plan Member must insert his/her Spouse’s (or common-law spouse’s) information. Common-law spouses can be inputted on the Registration Form, even if the Plan Member has not been living together with the common-law spouse for more than one year, however, the Plan Member must provide the date the common-law relationship commenced. Once a common-law spouse has been registered for one year, he/she will then meet the definition of an eligible spouse.
Health and Welfare – Dependent Children - in this section, the Plan Member must input Dependent children under age 21, or under age 25 if attending an accredited school full-time. The Fund Office will also require a Dependent Update Form (DUF) be completed for Dependent children between the ages of 21 and 24. The DUF can be found under Health and Welfare Forms on this website. To determine who qualifies as a Dependent under the Plan, please refer to the Plan Booklet under the definition of a Dependent.
Health & Welfare – Life Insurance Beneficiary Designation - this section must be completed by all Plan Members. If Life Insurance Benefits become payable, the Fund Office will require the names, addresses and telephone numbers of the Plan Member’s Beneficiaries (do not omit any information). If the Plan Member has left the Beneficiary designation blank, any Life Insurance Benefits will be made payable to the Plan Member’s estate.
If the Plan Member’s Beneficiary is a Minor (in Alberta younger than 18), we recommend that the Plan Member complete the bottom portion on page two. By doing so, the Life Insurance will be made payable to the Plan Member’s Trustee in care of the Minor. If you do not designate a Trustee in care of the Minor, any Life Insurance Benefits become payable to the Public Trustee in care of the Minor.
Pension Partner - If the Plan Member has listed a Spouse or Common-law Spouse on the front page of the Registration Form, the box (in the first field) can be checked.
If the Plan Member has not listed a Spouse or Common-law Spouse on the front of the form, but still has someone who meets the definition of a “Pension Partner” (as defined on page two of the Registration Form), the Plan Member must input the Pension Partner information in this section, otherwise draw a line through this section.
Pension Beneficiary Designation – under government legislation and the rules of the Pension Plan, a Pension Partner automatically qualifies as the Plan Member’s Beneficiary and does NOT need to be designated as a Beneficiary.
In this section, the Plan Member must provide the name, address and phone number of their Beneficiary(s), in the event there is no Pension Partner (or if the Pension Partner has waived their entitlement to the death benefit). If this section is left blank, the Beneficiary will be the Plan Member’s estate.