HR72 – Pension Cards

University of Waterloo pension plan application cards.

This records class is a Personal Information Bank.

Responsible Unit | Information Steward | Information Confidentiality Classification | Retention | Authority | Retention Rationale | Version Information

Content & Scope

The card is completed initially by new employees of the University and of participating affiliated organizations. It provides a record of application to join or to defer joining the pension plan. The card is updated as long as the member and his/her beneficiary(ies) have an entitlement under the pension plan. The card provides a summary of a terminated member's plan records.

Responsible Unit

Human Resources.

Information Steward

Vice-President, Administration & Finance.

Information Confidentiality Classification

Highly Restricted.




  • University of Waterloo Act, 1972.
  • FSRA Guidance PE0120ORG (formerly FSCO Policy A300-200): Management and Retention of Pension Plan Records by the Administrator.

Retention Rationale

The retention period is based on FSRA Guidance PE0120ORG, which recommends that the plan administrator retain at least a summary of a terminated member's and beneficiary's plan records to provide confirmation that his or her entitlement under the plan has been settled.

Approval Date

26 October 2011