Retired member statement

Helpful resources

Annual Statement

Your statement and pension payment confirmation

Your retired member annual statement is an important personalized pension resource. Your statement is sent each year by mail to your home address. When you receive your annual statement this spring, please review it to verify your pension amount, see the amount of inflation protection applied to your pension, and see the beneficiary information we have on file. 

Watch the video below to learn how to read your annual statement.



Four ways to complete your Pension Confirmation

The pension confirmation process is one of the ways we keep your pension safe, ensuring we are paying the right pension to the right person. Use one of the methods listed below to contact the Plan and confirm your pension.

Watch the video instructions for the two easiest methods, S-Doc and email.

When confirming your pension, you will need your Member ID on hand, which can be found at the top of each page of your Annual Statement.

S-Doc (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 to CAAT.

Watch the video to learn how easy it is to use S-Doc to submit your pension confirmation. And click the S-Doc link to get started.


Use S-Doc
S-Doc icon
Send files via S-Doc

Use S-Doc to share files securely with the CAAT Pension Plan. (Will open in a new window)

S-Doc instructions

  • Complete section A. Remember to check the box, sign and date the form.
  • 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 “2021 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.”
  • If you choose this option, do not mail the Pension Payment Confirmation form to the Plan.

Email

You can email the Plan to confirm your pension. Do not include a copy of the Pension Payment Confirmation form in the email.

Watch the video to learn how easy it is to use email to submit your pension confirmation.

Email instructions

  • Email member@caatpension.ca with the subject line “2021 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.”
  • If you choose this option, do not mail the Pension Payment Confirmation form to the Plan.

Mail and Phone

Mail instructions

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

Complete section A. Remember to check the box, sign and date the form.

Phone instructions

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.

If you choose this option, do not mail the Pension Payment Confirmation form to the Plan.


Frequently asked questions

Read the Q&A to learn more about you retired member annual statement and pension confirmation.

My retired member annual statement includes a Pension Confirmation. What do I have to do?

The pension confirmation process is one of the ways we keep your pension safe, ensuring we are paying the right pension to the right person. Use one of the methods listed below to contact the Plan and confirm your pension.

When confirming your pension, you will need your Member ID on hand, which can be found at the top of each page of 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 to CAAT.

  • Complete section A. Remember to check the box, sign and date the form.
  • 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 “2021 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.”
  • If you choose this option, do not 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.

If you choose this option, do not mail the Pension Payment Confirmation form to the Plan.

3. Email

If you are unable to use S-Doc or phone, you can 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 “2021 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.”
  • If you choose this option, do not 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. Remember to check the box, sign and date the form.

I represent a retired member that is unable to complete the Pension Confirmation form on their own. What do I do?

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

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.

Why confirm your pension?

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.


What is Power of Attorney?

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.

You can name anyone as your Attorney, and you can have separate Powers of Attorney for property and for personal care.

For the CAAT Pension Plan, only the Power of Attorney for Property is relevant. The Plan does not need information about the Power of Attorney for Personal Care.

Please read the Q & A below to learn more, and if your question isn’t answered, be sure to contact us. Note that this information does not constitute legal advice, but is meant to explain the CAAT Pension Plan’s requirements as they relate to the specific section of the Pension Confirmation form.


More about Power of Attorney

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