Pensions |
Active |
Miscellaneous |
PE0117ORG |
Superintendent Orders (from 2009 Onwards) |
Pensions |
Inactive |
Filing - Pensions |
PE0051ORG |
Superintendent of Financial Services Approved Family Law Forms |
Pensions |
Active |
Miscellaneous |
PE0116ORG |
Superintendent Notices of Intended Decision (from 2009 onwards) |
Pensions |
Active |
Miscellaneous |
PE0115ORG |
Superintendent Declarations (from 2009 onwards) |
Pensions |
Active |
Miscellaneous |
PE0114ORG |
Superintendent Consents (from 2009 onwards) |
Pensions |
Inactive |
Asset Transfers |
PE0356ORG |
Superintendent Consent to Transfer of Assets (Sale Before 1188; Transfer After 1188) |
Pensions |
Inactive |
Asset Transfers |
PE0354ORG |
Superintendent Consent Required for Asset Transfer under subsection 81(8) |
Pensions |
Inactive |
Miscellaneous |
PE0411ORG |
Summer 1995 Bulletin |
Pensions |
Inactive |
Wind up |
PE0637ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 2011) |
Pensions |
Inactive |
Wind up |
PE0636ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 1995) |
Pensions |
Active |
Commuted Value |
PE0279ORG |
Subsidized Early Retirement & Bridge Benefits where Eligibility Requirements have been Met and Plan Provides for Transfer Options |
Pensions |
Inactive |
Surplus |
PE0592ORG |
Subsections 79(2) and (4) of the PBA Came Into Effect January 1, 1998 |
HSP |
Inactive |
Communications |
HP0036ORG |
Subscription Centre |
Pensions |
Inactive |
Membership |
PE0503ORG |
Students Generally Not Eligible - PBA s. 1(1) |
CU-CP |
Active |
Structural |
CU0039ORG |
Structural Risk Guidance Note |
CU-CP |
Active |
Stress testing |
CU0065INT |
Stress Testing *New |
CU-CP |
Inactive |
Stress testing |
CU0038ORG |
Stress Testing Guidance Note |
Auto |
Active |
SABS |
AU0133INT |
Statutory Accident Benefits Claims during the COVID-19 Outbreak |
Pensions |
Inactive |
Investments - Pensions |
PE0145ORG |
Statements of Investment Policies and Procedures (SIPPs) for Member-Directed Defined Contribution Plans |
Auto |
Active |
Filing - Auto |
AU0126APP |
Standard Filing |
Auto |
Inactive |
Consumer Protection - Auto |
AU0092ORG |
Staged Auto Accidents: Protect Yourself from this Fraud |
Pensions |
Inactive |
Miscellaneous |
PE0410ORG |
Spring 1995 Bulletin |
Pensions |
Inactive |
Locked-in Accounts |
PE0457ORG |
Spousal Pre-retirement Death Benefit |
Pensions |
Inactive |
Locked-in Accounts |
PE0456ORG |
Spousal Death Benefit |
Pensions |
Inactive |
Locked-in Accounts |
PE0458ORG |
Spousal Consent Required |
Pensions |
Inactive |
Locked-in Accounts |
PE0459ORG_ |
Spousal Consent Form |
CU-CP |
Inactive |
Risk Management |
CU0043ORG |
Sound Business and Financial Practices Manual |
Pensions |
Inactive |
Funding |
PE0657ORG |
Solvency Funding Relief Questions Answered (2009) |
Pensions |
Inactive |
Funding |
PE0001ORG |
Solvency Funding Relief Measures |
Pensions |
Inactive |
Funding |
PE0397ORG |
Solvency Funding and the PBGF - Amendments to Regulation |
Pensions |
Inactive |
Filing - Pensions |
PE0522ORG |
Simplified Filing Procedure |
Pensions |
Inactive |
Wind up |
PE0635ORG |
Significant Numbers of Members |
Pensions |
Inactive |
Locked-in Accounts |
PE0438ORG |
Shortened Life Expectancy - Verification Required by Financial Institution |
Pensions |
Inactive |
Locked-in Accounts |
PE0437ORG |
Shortened Life Expectancy - Provision in Plan Text |
Pensions |
Inactive |
Locking in |
PE0486ORG |
Shortened Life Expectancy |
Pensions |
Active |
Locked-in Accounts |
PE0148ORG |
Shortened Life Expectancy |
Pensions |
Active |
Benefits |
PE0263ORG |
Settlement of Benefits |
HSP |
Inactive |
Licensing - HSP |
HP0013ORG |
Service provider frequently asked questions: Fees |
Pensions |
Active |
Membership |
PE0156ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Pensions |
Inactive |
Membership |
PE0499ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Pensions |
Inactive |
Locking in |
PE0496ORG |
Self-Directed RRSPs And Home Mortgages |
CU-CP |
Inactive |
Corporate Governance |
CU0078ORG |
Self Assessment Workbook: Corporate Governance for Management (2018) |
CU-CP |
Inactive |
Corporate Governance |
CU0076ORG |
Self Assessment Workbook: Corporate Governance for Board of Directors (2018) |
CU-CP |
Inactive |
Corporate Governance |
CU0077ORG |
Self Assessment Workbook: Corporate Governance for Audit Committee (2018) |
CU-CP |
Active |
Securitization |
CU0080ORG |
Securitization Reporting Template |
CU-CP |
Active |
Securitization |
CU0037ORG |
Securitization Guidance Note |
Pensions |
Inactive |
Investments - Pensions |
PE0433ORG |
Securities Investments |
Auto |
Inactive |
Forms - Auto |
AU0062ORG |
Second set of plain-language policy change forms |
Pensions |
Inactive |
Membership |
PE0376ORG |
Seasonal Workers |
Pensions |
Active |
Administration - Pensions |
PE0124ORG |
Searching for Plan Beneficiaries |
Pensions |
Active |
Locked-in Accounts |
PE0153ORG |
Schedule 2 Locked-In Retirement Funds (LRIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0150ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Pensions |
Inactive |
Locked-in Accounts |
PE0466ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0151ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Pensions |
Inactive |
Locked-in Accounts |
PE0465ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Pensions |
Active |
Administration - Pensions |
PE0045ORG |
Sample Retention Schedule for Pension Plan Records |
HSP |
Inactive |
Annual Information Return (AIR) - HSP |
HP0030ORG |
Sample - Health Service Provider Annual Information Return (AIR) |
Pensions |
Inactive |
Spousal Rights |
PE0567ORG |
Same-Sex Spouse Survivor Benefits |
Pensions |
Inactive |
Benefits |
PE0367ORG |
Same-Sex Spousal Benefits - Leshner Ruling Explained |
Pensions |
Inactive |
Pension Decisions |
PE0530ORG |
Rules of Practice for Proceedings Under Section 89 of the Act: General, PreHearing Conferences, Settlement Conferences, Disclosure, Written Hearings, Electronic Hearings |
Pensions |
Inactive |
Pension Decisions |
PE0530ORG |
Rules of Practice for Proceedings Under Section 89 of the Act: General, PreHearing Conferences, Settlement Conferences, Disclosure, Written Hearings, Electronic Hearings |
General Regulatory |
Inactive |
Hearing Procedures |
GR0006ORG |
Rules of Practice and Procedure for Hearings Before the Superintendent of Financial Services |
Pensions |
Inactive |
Locked-in Accounts |
PE0064ORG |
Rules for Financial Hardship Unlocking |
Pensions |
Inactive |
Filing - Pensions |
PE0684ORG |
Rules concerning the Statement of Investment Policies and Procedures (SIPP) |
Pensions |
Inactive |
Filing - General Regulatory |
PE0668ORG |
Rule #3 - Optional Electronic Filings Rule |
General Regulatory |
Inactive |
Filing - General Regulatory |
GR0004ORG |
Rule #2 - Mandatory Electronic Filings Rule |
General Regulatory |
Inactive |
Filing - General Regulatory |
GR0003ORG |
Rule #1 - Electronic Service and Delivery Rule |
Pensions |
Inactive |
Pension Decisions |
PE0535ORG |
Role of Presiding Officer at Pre-Hearing Conference |
Pensions |
Inactive |
Administration - Pensions |
PE0315ORG |
Role and Responsibilities |
Pensions |
Inactive |
Administration - Pensions |
PE0316ORG |
Role and Responsibilities |
Insurance |
Active |
Insurance Prudential |
PC0045APP |
Risk Based Supervisory Framework for Ontario-incorporated Insurance Companies and Reciprocals |
CU-CP |
Active |
Supervisory Framework |
CU0083APP |
Risk Based Supervisory Framework (FSRA RBSF) |
Auto |
Inactive |
Forms - Auto |
AU0008ORG |
Revised Ontario Garage Automobile Policy (O.A.P. 4) and Other Automobile Insurance Forms |
Auto |
Inactive |
Forms - Auto |
AU0080ORG |
Revised OEF 4a, 5 and 5c |
Auto |
Inactive |
Minor Injury Guideline |
AU0028ORG |
Revised Minor Injury Guideline and Treatment and Assessment Plan (OCF-18) |
Auto |
Inactive |
HCAI Guideline |
AU0056ORG |
Revised Health Claims for Auto Insurance (HCAI) Guideline – Including the Assessment of Attendant Care Needs Form (Form 1) |
Pensions |
Inactive |
Filing - Pensions |
PE0394ORG |
Revised Filing Requirements |
Auto |
Inactive |
Forms - Auto |
AU0035ORG |
Revised Certificate of Automobile Insurance Form and Data Elements |
Auto |
Active |
Fleets |
AU0078ORG |
Revised bulletin on the definition of "Fleet" |
Auto |
Inactive |
Forms - Auto |
AU0048ORG |
Revised Auto Insurance Claim Forms: OCF-18, OCF-21 and OCF-23 |
Auto |
Active |
Expense Guideline |
AU0049ORG |
Revised Attendant Care Hourly Rate Guideline and Transportation Expense Guideline |
Auto |
Active |
Attendant Hourly Rate |
AU0054ORG |
Revised Attendant Care Hourly Rate Guideline and Clarification of Health Care Providers Subject to the Professional Services Guideline |
Auto |
Inactive |
Forms - Auto |
AU0046ORG |
Revised Assessment of Attendant Care Needs and Introduction of Form 1 HCAI Pilot Project |
Auto |
Inactive |
Forms - Auto |
AU0018ORG |
Revised Accident Benefit Claims Forms and New Attendant Care Hourly Rate Guideline |
Pensions |
Inactive |
Filing - Pensions |
PE0339ORG |
Revenue Canada Annual Information Return |
Pensions |
Active |
Retirement |
PE0246ORG |
Retirement Dates |
Pensions |
Inactive |
Pension Decisions |
PE0386ORG |
Results of Charges Laid Under the PBA and Regulations |
Pensions |
Active |
Wind up |
PE0183ORG |
Restrictions on Payments on wind up where there is a Deficit |
Pensions |
Inactive |
Wind up |
PE0634ORG |
Restrictions on Payments in Deficit Situations (November 2011) |
Pensions |
Inactive |
Wind up |
PE0633ORG |
Restrictions on Payments in Deficit Situations (November 2003) |
Pensions |
Inactive |
Commuted Value |
PE0614ORG |
Responsibilities of Fund Trustee - Transfer of Assets Between Plans |
Pensions |
Inactive |
Family Law |
PE0075ORG |
Resources from the Webinar on the Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
CU-CP |
Active |
Resolution Planning |
CU0082INT |
Resolution Planning |
CU-CP |
Inactive |
Lending |
CU0010ORG |
Resolution of the Board of Directors |
CU-CP |
Active |
Lending |
CU0063INT |
Residential Mortgage Lending *New |
Pensions |
Inactive |
Locked-in Accounts |
PE0436ORG |
Requirements of the Ontario Locked-In Retirement Account (LIRA) |
Mortgage |
Inactive |
Syndicated Mortgage Investments |
MB0006ORG |
Requirements for Promoting Syndicated Mortgage Investments |
Pensions |
Inactive |
Membership |
PE0374ORG |
Requirements For Full and Part-Time Employees |
Pensions |
Inactive |
Filing - Pensions |
PE0027ORG |
Requirement to Use Approved Forms |
Pensions |
Active |
Administration - Pensions |
PE0253ORG |
Requirement to Provide Information to Members |