Forms & Information Sheets

Select a category from the menu below to view the related forms and/or information sheets.
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802 Pension Coordination, All - Information Sheets, All - All, Leaving the Plan, Retiring Coordination
Temporary increase in pension payments for those taking a pension before age 65
Information Sheet
803 Leaving the Plan, Transferring Service, All - Information Sheets, All - All, Retiring, RRSP and LIRA Termination options
Options available when you stop participating in the Plan
Information Sheet
803 HOD Leaving the Plan, Changing Jobs, All - Information Sheets, All - All, Retiring, Pension Coordination, other Leaving Your Funds with MEPP
Options available when leaving your pension funds with the Plan
Information Sheet
804 (PS ME) New to the Plan, All - Information Sheets, All - All, Somewhere in the Middle, Changing Jobs, Other Combined Pensionable Service - Moving between MEPP and PSPP
Moving between MEPP and the Public Service Pension Plan (PSPP)
Information Sheet
806 Estimates, Somewhere in the Middle, New to the Plan, All - Information Sheets, All - All, Leaving the Plan, Retiring, Pension Coordination How is my Pension Calculated?
How to estimate your retirement income
Information Sheet
807 RRSP or LIRA, Leaving the Plan, All - Information Sheets, All - All Transferring to a LIRA
Information on transferring funds into a LIRA
Information Sheet
808 Death, Pension Partner Info, Other, Coordination, RRSP and LIRA, Other, Beneficiaries, Somewhere in the Middle, All - Information Sheets, All - All Survivor Benefits
Options available to the surviving pension partner upon the death of a member
Information Sheet
809 Retiring, Death, Other, Pension Coordination, All - Information Sheets, All - All Pensioners
Important information for pensioners
Information Sheet
810 Buying Service, Estimates, Somewhere in the Middle, New to the Plan, All - Information Sheets, All - All, Other Leave of Absence
Purchasing service for a leave of absence
Information Sheet
813 Leaving the Plan, Somewhere in the Middle, Retiring, Estimates, New to the Plan, All - Information Sheets, Other, All - All Your Pension Estimate
Explaining your pension estimate calculation
Information Sheet
814 Retiring, Leaving the Plan, Pension Partner Info, Pension Coordination, All - Information Sheets, All - All What are Your Pension Options?
Pension options available to you when you retire
Information Sheet
816 Other, Retiring, New to the Plan, Somewhere in the Middle, Leaving the Plan, All - Information Sheets, All - All Review of Administrative Decision
Guideline on how to appeal an administrative decision
Information Sheet
817 RRSP or LIRA, Buying Service, Transferring Service, Leaving the Plan, New to the Plan, Somewhere in the Middle, Other, New to the Plan, All - Information Sheets, All - All Past Service Pension Adjustment
How past service affects your RRSP room
Information Sheet
820 Buying Service, Estimates, Somewhere in the Middle, Leaving the Plan, New to the Plan, All - Information Sheets, All - All, Other Buying Prior Service
Information on increasing your pensionable service by buying prior service
Information Sheet
823 Death, Beneficiaries, Pension Partner Info, Other, Somewhere in the Middle, All - Information Sheets, All - All Death Before Retirement
What happens to your pension if you die before you retire
Information Sheet
825C Transferring Service, Changing Jobs, New to the Plan, All - Information Sheets, All - All LAPP, PSPP & MEPP Transfer Agreement
Transferring into MEPP from the Local Authorities Pension Plan and/or the Public Service Pension Plan
Information Sheet
825D Transferring Service, Changing Jobs, Partner, New to the Plan, All - Information Sheets, All - All, Other Teachers' Transfer Agreement
Transferring into MEPP from Alberta's Teachers' Pension Plan and/or Private School Teachers' Pension Plan
Information Sheet
825E Transferring Service, Changing Jobs, Other, New to the Plan, All - Information Sheets, All - All National Transfer Agreement
Transferring into MEPP from another provincial pension plan in Canada
Information Sheet
825F Changing Jobs, Transferring Service, New to the Plan, Other, All - Information Sheets, All - All Federal Transfer Agreement
Transferring into MEPP from the federal Public Service Superannuation Act
Information Sheet
827 All - Information Sheets, Retiring, New to the Plan, Somewhere in the Middle, Leaving the Plan, Retiring, Marriage, Divorce, Other, Statutory Declaration, Legal, MPO/Divorce, All - All Proof of Age/Change of Name
What is required to confirm a member's date of birth or change of name
Information Sheet
830 Leaving the Plan, All - Information Sheets, RRSP and LIRA, Other, All - Information Sheets, All - All Payment of a Benefit to a Non-Resident of Canada
Unlocking your termination benefit if you live outside of Canada (non-resident status)
Information Sheet
831 Pension Partner Info, Statutory Declaration, waivers, Leaving the Plan, All - Information Sheets, Death, Waiver, New to the Plan, Somewhere in the Middle, All - All Pension Partner Waiver of Pre-Retirement Death Benefit
How your pension partner can waive his or her rights to your pre-retirement death benefit
Information Sheet
832 Information Sheets, Transfer, New to the Plan, Buying Service, Somewhere in the Middle, All - Information Sheets , All - All Can't Transfer? Buy Prior Service
If you contributed to another Registered Pension Plan that doesn't have a transfer agreement with MEPP, you may be able purchase it as prior service
Information Sheet
MPO Information Sheets, Pension Partner Info, Retiring, Legal, Somewhere in the Middle, Divorce, MPO/Divorce, All - Information Sheets, All - All Marital Breakdown (division of pensions)
Note: This links to the APS website
Information Sheet
All - Information Sheets, All ? All, New to the Plan, Somewhere in the Middle, Leaving the Plan, Retiring, Buying Service, Disability, Transferring Service, Other MEPP At-a-Glance
General information about the Plan
Information Sheet
2 All ? All, All ? Forms, Top Five - Forms, New to the Plan, Somewhere in the middle, Retiring, Beneficiaries Designation of Beneficiary(ies)
Designate beneficiary(ies) for your pension
Form
5 All ? All, All ? Forms, Top Five - Forms, New to the Plan, Somewhere in the middle, Retiring, Beneficiaries, Pension Partner Info Pension Partner Information
Add your pension partner to your pension
Form
21 Forms, Retiring, All - Forms, All - All, Top Five - Forms, Retiring Retirement Application
Apply to start receiving your pension
Form
21A_163 Forms, Disability, Retiring, All - Forms, All - All Disability Retirement Application
Applying for a disability pension
Form
32 Forms, Changing Jobs, RRSP or LIRA, All - Forms, All - All Request for Transfer from a Registered Pension Plan
If you leave the Plan and want to transfer MEPP funds to a LIRA or RRSP
Form
40 All ? All, All ? Forms, New to the Plan, Somewhere in the Middle, Beneficiaries, Death, Marriage, Pension Partner Info, Statutory Declaration, Waivers, Other Pension Partner Waiver of Pre-Pension Commencement Death Benefit
Waiver signed by the pension partner to give up their pension claim so funds can be paid to a beneficiary
Form
136 Forms, Changing Jobs, Buying Service, Somewhere in the Middle, New to the Plan, All - Forms, All - All Service Record (Contributions-Based Cost Application)
Purchase past service on a contributions basis
Form
137 Forms, Changing Jobs, Buying Service, Top Five - Forms, Somewhere in the Middle, New to the Plan, All - Forms, All - All Service Record (Actuarial Reserve-Based Cost Application)
Purchase prior service on an actuarial reserve basis
Form
163 Forms, Changing Jobs, New to the Plan, All - Forms, All - All Confidential Medical Statement
 
Form
180 Forms, Leaving the Plan, New to the Plan, Transferring Service, All - Forms, All - All Application to transfer pension entitlements between MEPP and ATRF
Transfer entitlements between MEPP and Alberta Teachers' Pension Plans
Form
170 APS Forms, Retiring, Other, All - Forms, All - All Direct Deposit for Pensioners
Deposit monthly payments through your financial institution
Form
Appendix A Forms, New to the Plan, Leaving the Plan, Transferring Service, All - Forms, All - All Transferring Services into MEPP from the National Transferring Service Agreement
Plans that have Transferring Service agreements with MEPP
Form
Appendix A2 Forms, Transferring Service, New to the Plan, All - Forms, All - All Transferring Services into MEPP under the Public Service Superannuation Pension Plan
Transferring Services from the Government of Canada
Form
z9-TD1 Forms, Other, Taxes, Retiring, All - Forms, All - All TD1 Personal Tax Credit Return Form
To set up personal federal and provincial tax credits and deductions.
Note: This links to the Canada Revenue Agency website
Form
z9-TD1AB All ? All, All ? Forms, New to the Plan, Somewhere in the middle, Leaving the Plan, Retiring, Buying Service, RRSP and LIRA, Other TD1AB Alberta Personal Tax Credit Return
To set up personal federal and provincial tax credits and deductions.
Note: This links to the Canada Revenue Agency website
Form
z9-T2033 All ? All, All ? Forms, Top Five - Forms, New to the Plan, Somewhere in the middle, Leaving the Plan, Retiring, Buying Service, RRSP and LIRA, Other T2033 Canada Revenue Agency Form
Direct Transferring Service Under Subsection 146.3(14.1) or Paragraph 146(16)(a) or 146.3(2)(e)
Note: This links to the Canada Revenue Agency website
Form