Records of the pension entitlements of plan beneficiaries.
This records class is a Personal Information Bank.
Content & Scope
The records include a copy of the deceased member's confirmation letter, start up records such as bank authorizations and tax forms, marriage settlement records as applicable, and related correspondence.
The plan member's pension card is updated with the records of the beneficiary(ies) under the plan. See HR72 – Pension Cards.
Associate Provost, Human Resources.
8 years after all entitlements under the pension plan have been settled.
- University of Waterloo Act, 1972.
- Pension Benefits Act, ss. 19 and 22.
- FSCO Policy A300-200: Management and Retention of Pension Plan Records by the Administrator.
The retention period is based on the University guideline, Human Resources Records.
26 October 2011