D.A. Townley  -  Plan Administrators Iron Workers Union Local 97 International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers 
 

pension
plan

        
 
 
 
 
 
     
   
 
 
 
 
 

Spousal Waiver Form

Use
A Member's spouse uses the Spousal Waiver Form to waive his/her legal right to Pension benefits after the Member's death. If the Member wishes to select a form of Pension that doesn't provide income to his spouse after the Member dies, then the spouse must complete this form prior to the Member's retirement.

Please select the appropriate form on the right side, depending on the Member's province of residence.



Information Needed to Complete the Form
Follow the instructions provided on the form.

The spouse must complete the form in full and sign the form and have it witnessed. This waiver must be signed in front of a witness and in the absence of the Plan Member.



Notes
Provincial Pension legislation states that if you have a spouse when you retire, you must select a type of Pension that will continue to pay your spouse an amount equal to 60% or more of your Pension benefit after you die. The only way you may select a Pension type that provides your spouse with less than 60% of your benefit after your death is to have your spouse complete this form to waive his/her right to this benefit.

If your spouse completes this form to waive his/her right, you are free to select any type of Pension that you wish.

  • The waiver is optional for the spouse.

  • This form must be completed no more than 90 days before Pension commencement.
Questions on completing the form should be directed to the Plan Administrator.

Completed forms should be sent to the Plan Administrator.


 

Form Link
Spousal Waiver Form
 

Related Links
Request for Pension Estimate
Application for Pension Benefits
Application for Disability Pension Benefits
Spousal Declaration Form
Certificate of Independent Legal Advice
Automatic Deposit
TD1 Form
Worksheet for the 2006 Personal Tax Credits Return (TD1-WS)
TD1BC Form
Worksheet for the 2006 British Columbia Personal Tax Credits Return (TD1BC-WS)
Retirement Information
 
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