Member resources

Q: Why do I receive a statement each year? 

A: This important document contains a variety of information, focusing on your estimated retirement dates and future pension you are expected to receive. Your statement provides you with the most detailed information possible about your Plan membership, allowing you to see how the pension formula is applied to your individual circumstances. Over time, you can track how your benefit grows as your service increases. If you're approaching retirement, you'll be able to see at a glance the pension you have earned to the end of the previous year, as well as your projected earliest retirement dates.

Q: When can I expect to receive my statement?

A: Your employer provides the Plan with payroll data such as your earnings, breaks in employment and service purchases for the previous year. Once we have received all of the required information, the statements are processed. Your statement will be mailed to your home address each year. Most statements are delivered during the month of June.

Q: How is my personal information protected?

A: Each employer transmits member information to the Plan over a secure network. It is stored in a password-protected database, which can only be accessed by the CAAT Plan staff members who process and verify the data. Statements are delivered to members in a lined envelope for added security.

Q: What should I do with my statement once I receive it?

A: Take a close look at your statement to make sure that the information it contains matches your records. Notify your employer if there are any changes to be made to your personal information so that your file can be updated for next year. Your statements are important financial documents and, as such, should be filed in a safe location.

Q: I have worked for multiple participating employers in the Plan. Does my statement include all my employment history?

A: Yes. Your Statement is made up of all your Plan data – it includes your total service, earnings, and contributions – even if you earned them in multiple different employers.

Q: Why is the information in my annual statement based on last year’s data?

A: Pension regulations require that members receive an annual statement that details the pension they earned up to the end of the last calendar year.

Q: I misplaced my annual statement. Can I get another copy?

A: Yes. You can contact the Plan by phone at 1.866.350.2228 or email member@caatpension.ca to request a copy of your annual statement.

To confirm your pension, contact the Plan using one of the methods listed below. When confirming your pension, you will need your Member ID on hand, which can be found on your annual statement.

1. Secure online upload

Use the Plan’s secure document delivery system (S-Doc) to safely send an electronic copy of your signed Pension Payment Confirmation form.

• Complete section A by checking the box, signing and dating it.
• Scan (or take a clear photograph) of the form to send through S-Doc.
• Type: https://sdoc.caatpension.ca/filedrop/members in your browser, (or visit S-Doc)
  
• In the “From” line, enter your email. In the “Subject” line, enter “2020 Pension confirmation” followed by your LAST name.
• In the message field, enter your full name and Member ID.
• Attach the digital copy of your form by clicking “+ Add Files…”, or by dragging and dropping it into “Drop Files Here.”
• You do not have to mail the Pension Payment Confirmation form to the Plan.

2. Phone

Call the Plan at 416.673.9000, or toll free 1.866.350.2228, Monday to Friday, between 8:30 AM and 4:30 PM EDT. Make sure to have your annual statement on hand for reference.

You do not have to mail the Pension Payment Confirmation form to the Plan

3. Email

If you are unable to use S-Doc or phone, email the Plan to confirm your pension. Do not include a copy of the Pen­sion Payment Confirmation form in the email.

• Email member@caatpension.ca with the subject line “2020 Pension confirmation” followed by your LAST name.
• Include only your name, Member ID and mailing address in the body of the email, along with the following statement: “I certify that I am the person identified above, and am in receipt of a pension from the CAAT Pension Plan.”
• You do not have to mail the Pension Payment Confirmation form to the Plan.

4. Mail

Return the completed form to the CAAT Pension Plan using the postage-paid return envelope included in this package.

Complete section A by checking the box, signing and dating it.

The annual statement contains the annual Pension Payment Confirmation form. This form can be found on page 7 of your Annual Statement, with instructions for completing it on page 6.

When confirming your pension, you will need to have the member’s Member ID on hand, which can be found on their Annual Statement.

• If you represent the retired member or surviving spouse as the holder of a valid and operative Power of Attorney for Property, you are required to complete, sign, and date section B of the form.
• If you haven’t already done so, include a copy of the valid and operative Power of Attorney for Property with the form, along with a copy of your proof of identity.
• Return the form by mailing it to the Plan.

Note: If entering into a Power of Attorney, consider consulting with a lawyer to ensure that your document is valid, and follows the laws of your province or territory.

Power of Attorney is a legal document that gives the holder (referred to as the Attorney) the authority to act on your behalf in matters relating to your property or personal care. Read this section of our website to learn more about Power of Attorney and the pension confirmation process.

Returning your completed form to the CAAT Plan allows you (or the holder of your Power of Attorney) to confirm some of the basic information we have on file. It helps us maintain the accuracy and currency of our records. Your prompt response will also ensure that you will not experience any interruptions in your pension payments. If we do not have your confirmation, we may need to suspend your pension payments until we receive confirmation. This is part of our responsibility to pay pensions to only those entitled to receive them.