ALL ORIGINAL SIGNED FORMS MUST BE SUBMITTED TO THE BENEFITS ADMINISTRATION OFFICE.
This enrolment guide provides you with information to help you understand what your plan offers and how you can play an active role in
preparing and investing in your own retirement. It will include:
where you can get more information on your plan
steps on how to calculate how much you need
what your investment options are
how to select your investments; and
the applications you would need to complete to enroll into the plan.You can also preview the online services and information on GRS Access at www.grsaccess.com before you join your plan, by using this guest Access ID:Access ID: ARCHDIOCESE
Attach – Soft Copy enrolment guide
Individual applications are found in the respective plan sections on this page.
Application for membership in Registered Pension Plan
This form is to be completed by new employees and existing employees wanting to join the Archdiocese of Vancouver/CISVA, Registered Pension Plan. Please note that if you are designating a minor, then Section 4 must be completed as well.
VERIFICATION OF PREVIOUS TEACHING EXPERIENCEFor Teachers and Principals ONLY – teachers and principals who have teaching experience outside CISVA must have this form completed by the authorized personnel from their previous school(s). Missing form(s) will delay your pension increase approval.
This form is used to verify the eligibility of the employee who is applying for the 8.0% or 9.0% (pension) contribution tier. Eligibility to contribute at a higher pension tier is based on years of service to the RCAV/CISVA. Please note that this is not the same as years of experience. Years of service to CISVA = the number of years an employee has worked for the CISVA, regardless of your service being provided on a full-time or part-time basis. Effective September 1, 2017, years worked as a teachers/principals teachingoutside the CISVAwill count towards years of service in the CISVA.
There is no limit as to the number of times which you may change your beneficiary designation. Please note that claims will be paid based on the most current and signed document on file as previously provided by the employee.
In the occasion that a member of the Archdiocese of Vancouver/CISVA Registered Pension Plan dies, the attached document must be completed by the beneficiary and sent directly to the Benefits Administration Office.There are additional documents that need to accompany this attachment. Therefore, do not forward this claim directly to Great-West life, Group Retirement Services as indicated at the top of the claim form.Once this step has been completed, Great-West life, Group Retirement Services will contact the beneficiary to provide a summary of available options.
The Form 1 – Claim of Spouse to Interest in Member’s Pension, of the Family Relations Act, is completed by an ex-spouse to inform the Plan that she/he has claim of interest in a member’s account. Once the Plan receives this notice, the Plan is under an obligation to:
provide the spouse with information about the pension, and
give the spouse advance notice before it acts on a direction received from the member in connection with his/her pension
Please note no funds are transferred upon receipt of Form 1.
When can funds be split?
The following forms must be completed and presented to the Benefits Administration Office (BAO) before any payment will be made:
Court Order or Separation Agreement. The order or agreement should direct the Plan member to make payments naming the eligible former spouse and indicating the amount to be paid. The order or agreement must be specific as the BAO is not empowered to make any decisions regarding the details of the order or agreement.
Form 3 – Request for Transfer from Unmatured Defined Contribution Plan – of the Family Relations Act. This form is completed by the spouse or former spouse of a member who would like to transfer their pension entitlement to their RRSP or RPP.
Upon receipt of all the necessary forms from an eligible former spouse the Benefits Administration Office is required to send the Plan member, Form 6 – Notice of Receipt. This form informs the member that our office has received completed forms from the eligible former spouse, and that the Plan will be processing the transfer of funds.