Pension Estimate Request Form

There is a limit of three pension estimates per member per year, and you must be within five years of retirement age. Retirement dates must be the last day of the month.

Please select your employer

Member information

Last Name Please enter your last name

First Name Please enter your first name

Initial

Enter your date of birth (dd-mmm-yyyy)

Please enter your date of birth

Member ID

Please enter your member ID

Email address

Please enter your email address

Phone number

Please enter your phone number Please enter your phone number

Mailing address

Please enter your mailing address

Language preference

English

French

Please select your language preference

DBplus member

Provide your annual earnings information
Select the relevant boxes
Please select at least one of the boxes below. If box 1 is selected, then please provide earnings information.

Provide an estimate of your annual earnings.

I give the CAAT Pension Plan permission to request my earnings information from my employer.

I do not wish for the CAAT Pension Plan to contact my employer. Please use my most recent earnings information and project it forward.

Enter your proposed retirement dates (the last day of the month you wish to retire; cannot be earlier than age 50).

Proposed retirement date 1

Please select your proposed retirement date (the last day of the month)

Proposed retirement date 2

Please select your proposed retirement date (the last day of the month)

Proposed retirement date 3

Please select your proposed retirement date (the last day of the month)