The Financial Services Commission of Ontario (FSCO) has posted
revised family law forms which plan
administrators, plan members and their spouses/former spouses must
use when plan members or their spouses are seeking a valuation and
division of pension assets on marriage breakdown.
Plan members and/or their spouses/former spouses must use these
new forms immediately when communicating with the plan
administrator, as they came into force effective January 1, 2013.
Plan administrators, however, may continue to use the 2012 forms
– specifically, Forms 4A, 4B, 4C, 4D, 4E and 1A – until
June 30, 2013. FSCO has provided this six-month transition period
to allow plan administrators who may have pre-populated 2012 forms
to update their systems.
To assist plan administrators, members and their spouses/former
spouses in completing the forms, FSCO has also posted User Guides
and Questions and Answers.
For more information on the rules regarding pension division on
marriage breakdown, please view our
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