Deadline extended to July 31

The pension confirmation process is one of the ways we keep your pension safe, by ensuring we are paying the right pension to the right person. Out of consideration for the impacts the COVID-19 pandemic may have, you now have until July 31, 2020 to confirm your pension. You may disregard the May 31 date noted on the form.

Four ways to confirm your pension

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 in the box at the top of page 3 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.

• 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.
• Visit https://sdoc.caatpension.ca/filedrop/members
  
• 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.on.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.

Find your Payment Confirmation form in your Annual Statement package

Retired member: Page 7 of your Annual Statement with instructions for completing it on page 6.

Surviving spouse receiving a pension: Page 6 of your Annual Statement with instructions for completing it on page 5.

If the member is unable to complete the form on their own 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 or by using the Plan’s secure online delivery system (S-Doc). See #1 and #4 in the instructions above for more details. 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.