Forms
The following are links to forms that members can print, complete, and return to MEPP online via Document Centre, by mail or by fax.
| Form Title | Description |
|---|---|
| Application to Transfer Pension Entitlements between MEPP & ATRF | Apply to transfer pension entitlements between MEPP and Alberta Teachers’ Pension Plan. |
| Confidential Medical Statement | Provide medical information for disability assessment. |
| Designation of Beneficiary(ies) | Designate beneficiaries for your pension plan. |
| Direct Deposit for Pensioners | Set up direct deposit for pension payments. |
| Disability Retirement Application | Apply for disability retirement benefits. |
| Pension Partner Information | Provide information about your pension partner. |
| Pre-Retirement Death Waiver | Waive death benefit rights before retirement. |
| Request for Transfer from a Registered Pension Plan | Request a transfer of pension entitlements from another plan. |
| Retirement Application | Apply to begin receiving your MEPP pension. |
| Service Record (Actuarial Reserve-Based Cost Application) | Submit service details for actuarial reserve-based cost applications. |
| Service Record (Contributions-Based Cost Application) | Submit service details for contributions-based cost applications. |
| TD1 Personal Tax Credit Return Form | Federal TD1 Form |
Resources
Annual Statements/Pension Highlights
The annual statement provides a yearly summary of MEPP pension activity.
In 2016, the Member Annual Statement was replaced by Pension Highlights. This yearly statement offers a high-level overview of factors that affect a member’s MEPP pension, including pensionable service, pensionable salary, and more.
Annual statements are sent each year either by mail or electronically if a member has chosen to Go Green. Even if a member is no longer contributing, but has left funds in the Plan, their annual statement ensures that their information is correct and up-to-date, including information about their pension partner and their beneficiaries on file.
The Pension Highlights statement can be viewed by logging in to Your Pension Profile, along with other important Plan information and features.
MEPP At-a-Glance
The MEPP At-a-Glance document provides a clear and concise summary of the Management Employees Pension Plan. It is designed to help members quickly understand key aspects of the Plan, including eligibility, pension calculation, contribution rates, and options for increasing pensionable service. This overview is especially useful for new members, those planning for retirement, or anyone seeking to better understand their pension benefits and responsibilities under MEPP.
MEPP Member Handbook
The MEPP Member Handbook is a comprehensive guide designed to help members understand their pension plan and make informed decisions throughout their career and into retirement. This document is an essential resource for anyone seeking to understand their responsibilities and entitlements under the Management Employees Pension Plan.
Retirement Checklist
The MEPP Retirement Checklist is a step-by-step guide designed to help members prepare for a smooth and informed transition into retirement. This resource outlines key actions and includes important timelines for submitting documents and completing service buybacks.