Transition
 23. (1) For the purposes of this Regulation, an application for the Superintendent’s consent filed with the Superintendent under the Act, as it read prior to the day section 1 of Schedule 23 to the Plan for Care and Opportunity Act (Budget Measures), 2018 came into force, is deemed to be an application for the Chief Executive Officer’s consent filed with the Chief Executive Officer. O. Reg. 154/19, s. 2. (2) For the purposes of this Regulation, a consent given by the Superintendent under the Act, as it read prior to the day section 1 of Schedule 23 to the Plan for Care and Opportunity Act (Budget Measures), 2018 came into force, is deemed to have been given by the Chief Executive Officer. O. Reg. 154/19, s. 2. (3) For the purposes of this Regulation, documents filed with the Superintendent under the Act, as it read prior to the day section 1 of Schedule 23 to the Plan for Care and Opportunity Act (Budget Measures), 2018 came into force, are deemed to have been filed with the Chief Executive Officer. O. Reg. 154/19, s. 2. schedule 1   application for Chief Executive Officer’s consent to transfer under section 80 of the Act Defined Benefits 1. (1) The following information must, under section 5 of this Regulation, be included in an application for the Chief Executive Officer’s consent to a transfer of assets under section 80 of the Act with respect to defined benefits provided under the original pension plan: 1.  The employers’ agreement and any amendments to it. 2.  Certified copies of the notices sent to transferred members and, if applicable, to former members, retired members and other persons entitled to benefits under the pension plan, the notice sent to any trade union and the notice sent to any advisory committee, and a statement indicating the date on which the notices were sent. 3.  Any amendments to the original pension plan or the successor pension plan relating to the transfer of assets. 4.  Subject to subsection (2), a report about the original pension plan, prepared as of the effective date of the transfer of assets, containing the information that would be required in a report filed under section 14 of the General Regulation as well as the following information: i.  The portion of the going concern liabilities and the solvency liabilities that relate to the pension benefits and ancillary benefits for which responsibility is to be transferred to the successor pension plan. ii.  The amount of the going concern liabilities, going concern assets, solvency liabilities, solvency assets, solvency ratio and the transfer ratio of the original pension plan before and after the proposed transfer. iii.  The amount of the required contributions to the original pension plan before and after the proposed transfer. iv.  The amount of the assets to be transferred from the original pension plan to the successor pension plan. v.  The total amount, if any, to be paid under subsection 79.2 (8) of the Act into prescribed retirement savings arrangements and to be paid under subsection 79.2 (9) of the Act as lump sums to individuals. The report must be prepared by a person who would be authorized under section 15 of the General Regulation to prepare a report under section 14 of the General Regulation about the pension plan. 5.  A report about the successor pension plan, prepared as of the effective date of the transfer of assets, containing the information that would be required in a report filed under section 14 of the General Regulation as well as the following information: i.  The portion of the going concern liabilities and the solvency liabilities that relate to the pension benefits and ancillary benefits for which the successor employer will assume responsibility after the proposed transfer. ii.  The amount of the going concern liabilities, going concern assets, solvency liabilities, solvency assets, solvency ratio and the transfer ratio of the successor pension plan before and after the proposed transfer. iii.  The amount of the required contributions to the successor pension plan before and after the proposed transfer. iv.  The amount of the assets to be transferred from the original pension plan to the successor pension plan. The report must be prepared by a person who would be authorized under section 15 of the General Regulation to prepare a report under section 14 of the General Regulation about the pension plan. 6.  A statement by the administrator of the original pension plan certifying that the original pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. 7.  A statement by the administrator of the successor pension plan certifying that the successor pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. (2) The reports described in paragraphs 4 and 5 of subsection (1) may be combined if the successor employer maintains or establishes a separate pension plan that will assume all of the accrued liabilities of the original pension plan and will provide the same pension benefits and other benefits for the transferred members that were provided for them under the original pension plan and if all of the assets of the original pension plan will be transferred to the successor pension plan. (3) In the reports about the original pension plan and the successor pension plan that are required by subsection (1), the solvency valuations for each of the pension plans must be prepared using actuarial methods and assumptions that are consistent with those used for the other pension plan. (4) If the successor pension plan is the Public Service Pension Plan, instead of including the report described in paragraph 5 of subsection (1) in the application for the Chief Executive Officer’s consent, the administrator of the Public Service Pension Plan may elect to include an actuarial cost certificate with respect to the pension benefits and ancillary benefits for which the successor employer will assume responsibility after the proposed transfer. (5) For the purposes of subsection (4), an actuarial cost certificate means a certificate that satisfies the following requirements: 1.  The certificate must be prepared by an actuary, as of the effective date of the transfer of assets and based on the report most recently filed under section 14 of the General Regulation, using methods and actuarial assumptions that are consistent with accepted actuarial practice. 2.  The certificate must contain the following information: i.  The market value of assets to be transferred from the original pension plan to the Public Service Pension Plan. ii.  The amount of the going concern liabilities and solvency liabilities that relate to the pension benefits and ancillary benefits for which the successor employer will assume responsibility after the proposed transfer. iii.  An estimate of the normal cost with respect to the transferred members for the period beginning on the effective date of the transfer and ending on the day the next report is required to be filed under section 14 of the General Regulation. (6) Subsections (2) and (3) do not apply if the administrator of the Public Service Pension Plan elects to include an actuarial cost certificate in the application for the Chief Executive Officer’s consent. Defined Contribution Benefits 2. The following information must, under section 5 of this Regulation, be included in an application for the Chief Executive Officer’s consent to a transfer of assets under section 80 of the Act with respect to defined contribution benefits provided under the original pension plan: 1.  The employers’ agreement and any amendments to it. 2.  Certified copies of the notices sent to transferred members and, if applicable, to former members and other persons entitled to benefits under the pension plan, the notice sent to any trade union and the notice sent to any advisory committee, and a statement indicating the date on which the notices were sent. 3.  Any amendments to the original pension plan or the successor pension plan relating to the transfer of assets. 4.  A statement by the administrators of the original pension plan and the successor pension plan indicating the amount of the assets to be transferred from the original pension plan to the successor pension plan and indicating the number of transferred members, former members and other persons entitled to benefits. 5.  A statement by the administrator of the original pension plan certifying that the original pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. 6.  A statement by the administrator of the successor pension plan certifying that the successor pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. O. Reg. 310/13, Sched. 1; O. Reg. 15/18, s. 1; O. Reg. 154/19, s. 1 (2). schedule 2   application for Chief Executive Officer’s consent to transfer under section 81 of the Act Defined Benefits 1. (1) The following information must, under section 5 of this Regulation, be included in an application for the Chief Executive Officer’s consent to a transfer of assets under section 81 of the Act with respect to defined benefits provided under the original pension plan: 1.  Certified copies of the notices sent to transferred members and, if applicable, to former members, retired members and other persons entitled to benefits under the pension plan, the notice sent to any trade union and the notice sent to any advisory committee, and a statement indicating the date on which the notices were sent. 2.  Any amendments to the original pension plan or the successor pension plan relating to the transfer of assets. 3.  Subject to subsection (2), a report about the original pension plan, prepared as of the effective date of the transfer of assets, containing the information that would be required in a report filed under section 14 of the General Regulation as well as the following information: i.  The portion of the going concern liabilities and the solvency liabilities that relate to the pension benefits and ancillary benefits for which responsibility is to be transferred to the successor pension plan. ii.  The amount of the going concern liabilities, going concern assets, solvency liabilities, solvency assets, solvency ratio and the transfer ratio of the original pension plan before and after the proposed transfer. iii.  The amount of the required contributions to the original pension plan before and after the proposed transfer. iv.  The amount of the assets to be transferred from the original pension plan to the successor pension plan. v.  The total amount, if any, to be paid under subsection 79.2 (8) of the Act into prescribed retirement savings arrangements and to be paid under subsection 79.2 (9) of the Act as lump sums to individuals. The report must be prepared by a person who would be authorized under section 15 of the General Regulation to prepare a report under section 14 of the General Regulation about the pension plan. 4.  A report about the successor pension plan, prepared as of the effective date of the transfer of assets, containing the information that would be required in a report filed under section 14 of the General Regulation, to the extent applicable in the circumstances, as well as the following information: i.  The portion of the going concern liabilities and the solvency liabilities that, A.  relate to the pension benefits and ancillary benefits for which the successor employer will assume responsibility after the proposed transfer, or B.  in the case of a transfer of assets under section 81 of the Act between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement, relate to the pension benefits and ancillary benefits to be provided by the successor pension plan after the successor pension plan has been amended in accordance with clause 79.2 (11) (b) of the Act. ii.  The amount of the going concern liabilities, going concern assets, solvency liabilities, solvency assets, solvency ratio and the transfer ratio of the successor pension plan before and after the proposed transfer. iii.  The amount of the required contributions to the successor pension plan before and after the proposed transfer. iv.  The amount of the assets to be transferred from the original pension plan to the successor pension plan. The report must be prepared by a person who would be authorized under section 15 of the General Regulation to prepare a report under section 14 of the General Regulation about the pension plan. 5.  A statement by the administrator of the original pension plan certifying that the original pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. 6.  A statement by the administrator of the successor pension plan certifying that the successor pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. (2) In the reports about the original pension plan and the successor pension plan that are required by subsection (1), the solvency valuations for each of the pension plans must be prepared using actuarial methods and assumptions that are consistent with those used for the other pension plan. (3) If the successor pension plan is the Public Service Pension Plan, instead of including the report described in paragraph 4 of subsection (1) in the application for the Chief Executive Officer’s consent, the administrator of the Public Service Pension Plan may elect to include an actuarial cost certificate with respect to the pension benefits and ancillary benefits for which responsibility is to be transferred to the Public Service Pension Plan. (4) For the purposes of subsection (3), an actuarial cost certificate means a certificate that satisfies the following requirements: 1.  The certificate must be prepared by an actuary, as of the effective date of the transfer of assets and based on the report most recently filed under section 14 of the General Regulation, using methods and actuarial assumptions that are consistent with accepted actuarial practice. 2.  The certificate must contain the following information: i.  The market value of assets to be transferred from the original pension plan to the Public Service Pension Plan. ii.  The amount of the going concern liabilities and solvency liabilities that relate to the pension benefits and ancillary benefits for which responsibility is to be transferred to the Public Service Pension Plan. iii.  An estimate of the normal cost with respect to the transferred members for the period beginning on the effective date of the transfer and ending on the day the next report is required to be filed under section 14 of the General Regulation. (5) Subsection (2) does not apply if the administrator of the Public Service Pension Plan elects to include an actuarial cost certificate in the application for the Chief Executive Officer’s consent. Defined Contribution Benefits 2. The following information must, under section 5 of this Regulation, be included in an application for the Chief Executive Officer’s consent to a transfer of assets under section 81 of the Act with respect to defined contribution benefits provided under the original pension plan: 1.  Certified copies of the notices sent to transferred members and, if applicable, to former members and other persons entitled to benefits under the pension plan, the notice sent to any trade union and the notice sent to any advisory committee, and a statement indicating the date on which the notices were sent. 2.  Any amendments to the original pension plan or the successor pension plan relating to the transfer of assets. 3.  A statement by the administrators of the original pension plan and the successor pension plan indicating the amount of the assets to be transferred from the original pension plan to the successor pension plan and indicating the number of transferred members, former members and other persons entitled to benefits. 4.  A statement by the administrator of the original pension plan certifying that the original pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. 5.  A statement by the administrator of the successor pension plan certifying that the successor pension plan satisfies the requirements of the Act and regulations relating to the proposed transfer. O. Reg. 310/13, Sched. 2; O. Reg. 239/16, s. 3; O. Reg. 15/18, s. 2; O. Reg. 154/19, s. 1 (2). schedule 3   standard notice to transferred members from original pension plan Defined Benefits 1. The standard notice to be given under subsection 16 (3) of this Regulation to a transferred member by the administrator of the original pension plan with respect to defined benefits provided under the original pension plan must contain the following information: 1.  The information that is required by section 40 of the General Regulation, with necessary modifications, determined as of the effective date of the transfer of assets. 2.  Information about any payment to be made into a prescribed savings arrangement on behalf of the transferred member under subsection 79.2 (8) of the Act, including any deadlines. 3.  Information about any payment to be made to which the transferred member may be entitled under subsection 79.2 (9) of the Act, including any applicable deadlines for providing information to the administrator. 4.  Information about how to obtain copies of any documents filed with the Chief Executive Officer with respect to the transfer of assets from the original pension plan to the successor pension plan. 5.  A statement that the documents filed with the Chief Executive Officer are available for inspection at the premises of the original employer and the successor employer or at a location that is agreed upon by the administrator and the person making the request. 6.  A statement that personal information about an individual is not available for inspection at the premises of the original employer or the successor employer, or at a location that is agreed upon by the administrator and the person making the request, unless the individual’s prior consent is obtained. Defined Contribution Benefits 2. The standard notice to be given under subsection 21 (3) of this Regulation to a transferred member by the administrator of the original pension plan with respect to defined contribution benefits provided under the original pension plan must contain the following information: 1.  The information that is required by section 40 of the General Regulation, with necessary modifications, determined as of the effective date of the transfer of assets. 2.  Information about how to obtain copies of any documents filed with the Chief Executive Officer with respect to the transfer of assets from the original pension plan to the successor pension plan. 3.  A statement that the documents filed with the Chief Executive Officer are available for inspection at the premises of the original employer and the successor employer or at a location that is agreed upon by the administrator and the person making the request. 4.  A statement that personal information about an individual is not available for inspection at the premises of the original employer or the successor employer, or at a location that is agreed upon by the administrator and the person making the request, unless the individual’s prior consent is obtained. O. Reg. 310/13, Sched. 3; O. Reg. 239/16, s. 4; O. Reg. 154/19, s. 1 (1). schedule 4   standard notice to transferred members from successor pension plan Defined Benefits 1. The standard notice to be given under subsection 16 (3) of this Regulation to a transferred member by the administrator of the successor pension plan with respect to defined benefits provided under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  A description of the differences, if any, in the pension benefits and ancillary benefits provided under the original pension plan and under the successor pension plan. 2.1  A statement that the successor pension plan, as a multi-employer pension plan established pursuant to a collective agreement or trust agreement, is permitted under the Act to reduce accrued pension benefits and accrued ancillary benefits. 3.  The number of years of service or membership that will be credited to the transferred member under the successor pension plan. 4.  A description of the differences, if any, in the rate of contributions payable by the transferred member under the original pension plan and under the successor pension plan. 5.  The transfer ratio of the successor pension plan as of the valuation date of each of the two reports filed most recently under sections 13 and 14 of the General Regulation or, if the plan is a new pension plan, the transfer ratio as of the valuation date of the report to be included in the application for the Chief Executive Officer’s consent to the transfer. 6.  An explanation of the transfer ratio and how it relates to the level of funding of the transferred members’ benefits. Defined Contribution Benefits 2. The standard notice to be given under subsection 21 (3) of this Regulation to a transferred member by the administrator of the successor pension plan with respect to defined contribution benefits provided under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  A description of the differences, if any, in the rate of contributions payable by the transferred member under the original pension plan and under the successor pension plan. 3.  A description of the differences, if any, in the rate of contributions payable by the original employer under the original pension plan and the successor employer under the successor pension plan or, in the case of a transfer of assets under section 81 of the Act between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement, a description of the differences, if any, in the rate of contributions payable by the participating employers under the original pension plan and the participating employers under the successor pension plan. O. Reg. 310/13, Sched. 4; O. Reg. 239/16, s. 5; O. Reg. 154/19, s. 1 (2). schedule 5   standard notice to transferred former members, retired members and certain others Defined Benefits 1. The standard notice to be given under subsection 16 (3) of this Regulation to a transferred former member, retired member or other person entitled to benefits under the successor pension plan by the administrator of the successor pension plan with respect to defined benefits under the original pension plan must contain the following information: 1.  The individual’s name and date of birth. 2.  The name of the original pension plan and its provincial registration number. 3.  The name of the successor pension plan and its provincial registration number. 4.  The effective date of the transfer of assets from the original pension plan to the successor pension plan. 5.  If the individual is a former member, i.  his or her normal retirement date and the annual amount of the pension that would be payable at that date, ii.  the earliest date on which he or she would be eligible to receive an unreduced pension under the successor pension plan, and the amount of the pension that would be payable at that date, iii.  a description of any indexation provisions applicable to the pension, iv.  particulars of any bridging benefit or special allowance and the date on which it ceases to be paid, v.  particulars of any benefit payable in the event of the former member’s death, and vi.  the name of his or her spouse, if applicable, and of any beneficiary indicated in the records of the administrator. 6.  If the individual is a retired member or if the individual is receiving a pension under the original pension plan but is not a retired member, i.  the annual amount of the pension payable to him or her under the successor pension plan, ii.  a description of any indexation provisions applicable to the pension, iii.  particulars of any benefit payable in the event of the retired member’s death, and iv.  the name of his or her spouse, if applicable, and of any beneficiary indicated in the records of the administrator. 7.  A statement that the pension benefits and ancillary benefits provided under the successor pension plan are not less than those provided under the original pension plan. 8.  A description of the differences, if any, in the pension benefits and ancillary benefits provided under the original pension plan and under the successor pension plan. 8.1  A statement that the successor pension plan, as a multi-employer pension plan established pursuant to a collective agreement or trust agreement, is permitted under the Act to reduce accrued pension benefits and accrued ancillary benefits. 9.  The transfer ratio of the successor pension plan as of the valuation date of each of the two reports filed most recently under sections 13 and 14 of the General Regulation or, if the plan is a new pension plan, the transfer ratio as of the valuation date of the report to be included in the application for the Chief Executive Officer’s consent to the transfer. 10.  An explanation of the transfer ratio and how it relates to the level of funding of benefits. 11.  Information about how to obtain copies of any documents filed with the Chief Executive Officer with respect to the transfer of assets from the original pension plan to the successor pension plan. 12.  A statement that the documents filed with the Chief Executive Officer are available for inspection at the premises of the original employer and the successor employer or at a location that is agreed upon by the administrator and the person making the request. 13.  A statement that personal information about an individual is not available for inspection at the premises of the original employer or the successor employer, or at a location that is agreed upon by the administrator and the person making the request, unless the individual’s prior consent is obtained. Defined Contribution Benefits 2. The standard notice to be given under subsection 21 (3) of this Regulation to a transferred former member or other person entitled to benefits under the successor pension plan by the administrator of the successor pension plan with respect to defined contribution benefits under the original pension plan must contain the following information: 1.  The individual’s name and date of birth. 2.  The name of the original pension plan and its provincial registration number. 3.  The name of the successor pension plan and its provincial registration number. 4.  The effective date of the transfer of assets from the original pension plan to the successor pension plan. 5.  For a former member, the date on which he or she became a member of the original pension plan. 6.  The earliest date on which the individual would be eligible to receive a pension under the successor pension plan. 7.  Information about how to obtain copies of any documents filed with the Chief Executive Officer with respect to the transfer of assets from the original pension plan to the successor pension plan. 8.  A statement that the documents filed with the Chief Executive Officer are available for inspection at the premises of the original employer and the successor employer or at a location that is agreed upon by the administrator and the person making the request. 9.  A statement that personal information about an individual is not available for inspection at the premises of the original employer or the successor employer, or at a location that is agreed upon by the administrator and the person making the request, unless the individual’s prior consent is obtained. O. Reg. 310/13, Sched. 5; O. Reg. 239/16, s. 6; O. Reg. 154/19, s. 1. schedule 6   standard notice to trade unions and to advisory committees from original pension plan Defined Benefits 1. The standard notice to be given under subsection 16 (4) of this Regulation by the administrator of the original pension plan to a trade union or to an advisory committee with respect to defined benefits under the original pension plan must contain the following information: 1.  The name of the original pension plan and its provincial registration number. 2.  A description of the differences, if any, in the rate of contributions payable by transferred members under the original pension plan and under the successor pension plan. 3.  A description of the differences, if any, in the pension benefits and ancillary benefits provided under the original pension plan and under the successor pension plan. 3.1  A statement that the successor pension plan, as a multi-employer pension plan established pursuant to a collective agreement or trust agreement, is permitted under the Act to reduce accrued pension benefits and accrued ancillary benefits. 4.  In a notice about a transfer of assets under section 80 of the Act, a description of the accrued pension benefits for which the original employer continues to be responsible. 5.  The transfer ratio and solvency ratio of the original pension plan before and after the transfer. 6.  In a notice given to a trade union, the number of transferred members who are members of the trade union and a list of their names. Defined Contribution Benefits 2. The standard notice to be given under subsection 21 (4) of this Regulation by the administrator of the original pension plan to a trade union or to an advisory committee with respect to defined contribution benefits under the original pension plan must contain the following information: 1.  The name of the original pension plan and its provincial registration number. 2.  A description of the differences, if any, in the rate of contributions payable by transferred members under the original pension plan and under the successor pension plan. 3.  A description of the differences, if any, in the rate of contributions payable by the original employer under the original pension plan and the successor employer under the successor pension plan or, in the case of a transfer of assets under section 81 of the Act between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement, a description of the differences, if any, in the rate of contributions payable by the participating employers under the original pension plan and the participating employers under the successor pension plan. 4.  In a notice about a transfer of assets under section 80 of the Act, a description of the accrued pension benefits for which the original employer continues to be responsible. 5.  In a notice about a transfer of assets under section 81 of the Act, a description of the changes, if any, to the benefits of transferred members as a result of the transfer. 6.  In a notice given to a trade union, the number of transferred members who are members of the trade union and a list of their names. O. Reg. 310/13, Sched. 6; O. Reg. 239/16, s. 7. schedule 7   standard notice to trade unions and to advisory committees from successor pension plan Defined Benefits 1. The standard notice to be given under subsection 16 (4) of this Regulation by the administrator of the successor pension plan to a trade union or to an advisory committee with respect to defined benefits under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  A description of the differences, if any, in the rate of contributions payable by transferred members under the original pension plan and under the successor pension plan. 3.  A description of the differences, if any, in the pension benefits and ancillary benefits provided under the original pension plan and under the successor pension plan. 3.1  A statement that the successor pension plan, as a multi-employer pension plan established pursuant to a collective agreement or trust agreement, is permitted under the Act to reduce accrued pension benefits and accrued ancillary benefits. 4.  A description of the accrued pension benefits for which the successor employer has agreed to be responsible or, in the case of a transfer of assets under section 81 of the Act between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement, a description of the accrued pension benefits and accrued ancillary benefits to be provided by the successor plan after the successor pension plan has been amended in accordance with clause 79.2 (11) (b) of the Act. 5.  The transfer ratio and solvency ratio of the successor pension plan before and after the transfer. 6.  In a notice about a transfer of assets under section 81 of the Act, a description of the changes, if any, to the benefits of transferred members as a result of the transfer. 7.  In a notice given to a trade union, the number of transferred members who are members of the trade union and the list of their names. Defined Contribution Benefits 2. The standard notice to be given under subsection 21 (4) of this Regulation by the administrator of the successor pension plan to a trade union or to an advisory committee with respect to defined contribution benefits under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  A description of the differences, if any, in the rate of contributions payable by transferred members under the original pension plan and under the successor pension plan. 3.  A description of the differences, if any, in the rate of contributions payable by the original employer under the original pension plan and the successor employer under the successor pension plan or, in the case of a transfer of assets under section 81 of the Act between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement, a description of the differences, if any, in the rate of contributions payable by the participating employers under the original pension plan and the participating employers under the successor pension plan. 4.  A description of the accrued pension benefits for which the successor employer has agreed to be responsible or, in the case of a transfer of assets under section 81 of the Act between multi-employer pension plans that are established pursuant to a collective agreement or trust agreement, a description of the accrued pension benefits and accrued ancillary benefits to be provided by the successor plan after the successor pension plan has been amended in accordance with clause 79.2 (11) (b) of the Act. 5.  In a notice given to a trade union, the number of transferred members who are members of the trade union and the list of their names. O. Reg. 310/13, Sched. 7; O. Reg. 239/16, s. 8. schedule 8   special notice to transferred members from original pension plan Defined Benefits 1. The special notice to be given under subsection 17 (2) of this Regulation to each transferred member by the administrator of the original pension plan with respect to defined benefits under the original pension plan must contain the following information: 1.  The name of the original pension plan and its provincial registration number. 2.  The individual’s name and date of birth. 3.  The number of years of service credited under the pension plan for the purpose of calculating his or her pension benefit. 4.  The accumulated amount of his or her contributions to the pension fund, including interest credited to the contributions. 5.  His or her normal retirement date and the annual amount of the pension that would be payable at that date. 6.  The earliest date on which he or she would be eligible to receive an unreduced pension under the original pension plan and the amount of the pension that would be payable at that date. 7.  The name of any person designated by him or her as a beneficiary for the purposes of the pre-retirement death benefit under section 48 of the Act. 8.  If applicable, the formula for computing his or her pension benefit under the original pension plan. 9.  A description of any indexation provisions applicable to the pension benefit. 10.  Particulars of any integration of his or her pension entitlement with pensions payable under the Canada Pension Plan or the Old Age Security Act (Canada) and the effect of such integration. 11.  Particulars of any benefit payable in the event of his or her death, other than those required under section 44 or 48 of the Act. 12.  Particulars of any benefit payable in the event of the termination of his or her employment. 13.  Particulars of any bridging benefit or special allowance and the date on which it ceases to be paid. 14.  The transfer ratio of the original pension plan as of the valuation date of the last filed valuation report. Defined Contribution Benefits 2. The special notice to be given under subsection 22 (2) of this Regulation to each transferred member by the administrator of the original pension plan with respect to defined contribution benefits under the original pension plan must contain the following information: 1.  The name of the original pension plan and its provincial registration number. 2.  The individual’s name and date of birth. 3.  The accumulated amount of his or her contributions to the pension fund, including interest credited to the contributions. 4.  The earliest date on which he or she would be eligible to receive a pension. 5.  The name of any person designated by him or her as a beneficiary for the purposes of the pre-retirement death benefit under section 48 of the Act. 6.  Particulars of any benefit payable in the event of his or her death, other than those required under section 48 of the Act. 7.  Particulars of any benefit payable in the event of the termination of his or her employment. O. Reg. 310/13, Sched. 8. schedule 9   special notice to transferred members from successor pension plan Defined Benefits 1. The special notice to be given under subsection 17 (2) of this Regulation to each transferred member by the administrator of the successor pension plan with respect to defined benefits under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  The individual’s name and date of birth. 3.  An estimate of the amount of pension that would be payable to him or her under the successor pension plan at the normal retirement date, if he or she elects to make the transfer from the original pension plan to the successor pension plan, and a description of the methods and assumptions used to calculate the estimate. 4.  The earliest date on which he or she would be eligible to receive an unreduced pension under the successor pension plan. 5.  An estimate of the amount of the pension that would be payable under the successor pension plan at that date if he or she elects to make the transfer, and a description of the methods and assumptions used to calculate the estimate. 6.  An estimate of the amount of the pension that would be payable under the successor pension plan at that date if he or she does not elect to make the transfer, and a description of the methods and assumptions used to calculate the estimate. 7.  The number of years of service that would be credited to him or her under the successor pension plan, if he or she elects to make the transfer. 8.  The name of any person designated by him or her as a beneficiary for the purposes of the pre-retirement death benefit under section 48 of the Act. 9.  If applicable, the formula for computing his or her pension benefit under the original pension plan. 10.  A description of any indexation provisions applicable to the pension benefit. 11.  Particulars of any integration of his or her pension entitlement with pensions payable under the Canada Pension Plan or the Old Age Security Act (Canada) and the effect of such integration. 12.  Particulars of any benefit payable in the event of his or her death, other than those required under section 44 or 48 of the Act. 13.  Particulars of any benefit payable in the event of the termination of his or her employment. 14.  Particulars of any bridging benefit or special allowance and the date on which it ceases. 15.  The transfer ratio of the successor pension plan as of the valuation date of the last filed valuation report. Defined Contribution Benefits 2. The special notice to be given under subsection 22 (2) of this Regulation to each transferred member by the administrator of the successor pension plan with respect to defined contribution benefits under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  The individual’s name and date of birth. 3.  The earliest date on which he or she would be eligible to receive a pension under the successor pension plan. 4.  The name of any person designated by him or her as a beneficiary for the purposes of the pre-retirement death benefit under section 48 of the Act. 5.  Particulars of any benefit payable in the event of his or her death, other than those required under section 48 of the Act. 6.  Particulars of any benefit payable in the event of the termination of his or her employment. O. Reg. 310/13, Sched. 9. schedule 10   special notice to former members, retired members and certain others from original pension plan Defined Benefits 1. The special notice to be given under subsection 17 (3) of this Regulation to each former member, retired member and other person entitled to benefits under the original pension plan by the administrator of the original pension plan with respect to defined benefits under the original pension plan must contain the following information: 1.  The name of the original pension plan and its provincial registration number. 2.  The individual’s name and date of birth. 3.  For a former member, the accumulated amount of his or her contributions to the pension fund, including interest credited to the contributions. 4.  For a retired member, the annual amount of the pension payable to him or her. 5.  A description of any indexation provisions applicable to the pension benefit. 6.  Particulars of any benefit payable in the event of his or her death, other than those required under section 44 or 48 of the Act. 7.  For a former member, the name of any person designated by the individual as a beneficiary for the purposes of the pre-retirement death benefit under section 48 of the Act. 8.  For a retired member, the name of his or her spouse, if any, as indicated on the records of the administrator and the type of joint and survivor pension selected when he or she became a retired member. 9.  For a former member, particulars of any bridging benefit or special allowance and the date on which it ceases to be paid. 10.  The transfer ratio of the original pension plan as of the valuation date of the last filed valuation report. O. Reg. 310/13, Sched. 10. schedule 11   special notice to transferred former members, retired members and certain others from successor pension plan Defined Benefits 1. The special notice to be given under subsection 17 (3) of this Regulation to each transferred former member, retired member and other person entitled to benefits under the original pension plan by the administrator of the successor pension plan with respect to defined benefits under the original pension plan must contain the following information: 1.  The name of the successor pension plan and its provincial registration number. 2.  The individual’s name and date of birth. 3.  A description of any indexation provisions applicable to the pension benefit. 4.  Particulars of any benefit payable in the event of his or her death, other than those required under section 44 or 48 of the Act. 5.  For a transferred former member, particulars of any bridging benefit or special allowance and the date on which it ceases. 6.  The transfer ratio of the successor pension plan as of the valuation date of the last filed valuation report. O. Reg. 310/13, Sched. 11.  Français