Western's Retirement Plans
- Forms, Presentations & Documents
Forms
- Change of Pension Beneficiary
- Pension Plan Investment Change
- Voluntary Contribution Change Form
- Special Liquidating Trust Pension Investment Change Form
- Withdrawl of Non Locked-in Voluntary Funds - This is the form to use if you wish to WITHDRAW funds from your Voluntary Account.
- Transfer of Voluntary Funds - This form is to be used to TRANSFER funds from your Voluntary Account on a tax-sheltered basis to a personal LIRA or RRSP.
- Supplemental Pension Arrangement - Beneficiary
RIF Forms
- Retirement Income Fund Investment Election
- Special Liquidating Trust Retirement Income Fund Investment Election Change Form
Presentations
- Financial Literacy Series - Savings: 1, 2, Free!
- Financial Literacy Series – Investing 101: Your Western Pension
- Annual Meeting - April 2012 - Western Presentation
Pension Newsletters
Documents
- Retirement Plan Summary (outlines main features of the Western Retirement Plans)
- 2011 Pension Investment Performance Review - Annual Report - (provides information on the investment funds and rates of return)
