HOOPP

Pension Forms & Resources

Pension Forms & Resources

HOOPP provides a number of forms, resources and tools to assist in navigating the many benefits and features of the Plan.

Active member forms

Spousal and Beneficiary Designation Form

Members use this form to let HOOPP know about their spouse and/or beneficiaries, or to update the information we have on file.

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Declaration of Spousal Relationship for Surviving Spouses

This form is used by the surviving spouse of a HOOPP member in order to apply for a survivor benefit. For a copy of this form, please contact HOOPP Member Services.

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Spousal Waiver of Joint and Survivor Pension

A retiring member and his or her spouse use this FSCO form to waive their right to a survivor pension. Please visit the FSCO website to download this form.

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Statutory Waiver of Pre-Retirement Death Benefit

Spouses of members (and former members) use this FSCO form to waive their right to a pre-retirement death benefit. Please visit the FSCO website to download this form.

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Buyback Quote Request - Transfer of Past Service from Former Pension Plan

Members use this form to request a quote for a buyback that would involve transferring funds from a previous registered pension plan (RPP) to HOOPP. For a copy of this form, please contact HOOPP Member Services.

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Attending Medical Practitioner’s Assessment

A member’s physician completes this form to provide HOOPP with medical information. For a copy of this form, please sign-in to HOOPP Connect.

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Application for Disability Benefits (Member)

Members complete this form for their application for a disability retirement or a disability benefit. For a copy of this form, please sign-in to HOOPP Connect.

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Disability Benefit Appeal Application

Members complete this form to appeal their application for a disability retirement or a disability benefit which was denied. For a copy of this form, please contact HOOPP Member Services.

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Letter of Authorization

Members use this form to provide HOOPP with consent to disclose information to a third party. For a copy of this form, please sign-in to HOOPP Connect.

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Application for Shortened Life Expectancy

Members use this form to apply for the ability to withdraw their pension funds in a lump-sum, due to a medical diagnosis of a shortened life expectancy. For a copy of this form, please contact HOOPP Member Services.

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Non-residential banking information

Members use this form to provide HOOPP with their banking information, when the member does not reside in Canada. For a copy of this form, please contact HOOPP Member Services.

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Retired member forms

Spousal and Beneficiary Designation Form

Members use this form to let HOOPP know about their spouse and/or beneficiaries, or to update the information we have on file.

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TD1 forms on Canada Revenue Agency’s website

Retired members use this Canada Revenue Agency TD1 form to manage the tax deduction from their pension. This link will take you to the Canada Revenue Agency’s website.

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TP-1015.3-V form on Revenue Quebec’s website

Retired members who live in Quebec use this Revenue Quebec TP-1015.3-V form to claim federal and provincial tax credits. This link will take you to Revenue Quebec’s website.

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Post-retirement Spousal Benefits Application (New Spouse)

Retired members who have a new spouse after retirement use this form to apply for spousal benefits. For a copy of this form, please contact HOOPP Member Services.

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Re-enrolment Estimate Request Form

Retired members who plan to return to work use this form to find out how much additional pension they would receive if they were to temporarily suspend their pension and resume making contributions. For a copy of this form, please contact HOOPP Member Services.

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Member Booklets

The HOOPP Handbook: A guide for HOOPP members and those eligible to join HOOPP

This guide provides an overview of how a HOOPP pension works and its main features for full-time and part-time members.

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Retirement Planning

This booklet provides a brief overview of the main features of a HOOPP pension, and explains how to choose a retirement date and what steps active members can take to ensure a smooth transition to retirement.

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Buying Back Service

This booklet provides active members with a brief overview of HOOPP buyback feature, and the important role it can play in helping you grow your HOOPP pension.

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Disability Benefits

This booklet provides members with details of HOOPP's disability benefits, along with the forms required to apply for benefits.

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This document provides a simplified overview of HOOPP's benefits based on the terms of the HOOPP Plan Text at the time of publication. From time to time, HOOPP may amend the HOOPP Plan Text. In cases where the information provided in this document differs from that contained in the HOOPP Plan Text, the HOOPP Plan Text will govern. More details, including the full HOOPP Plan Text and a complete description of the Plan and its benefits, can be found on hoopp.com.