CPP Retirement Pension Application Requirements and Deadlines

KNOWLEDGE EXPECTED OF: Both CFP^® Professionals and QAFP^TM Professionals

Identify the process for obtaining a Statement of Contributions from the Canada Pension Plan.¹
Identify the process and timing requirements related to the CPP Retirement Pension.
- For obtaining a Statement of Contributions¹
- For updating a Statement of Contributions¹
- For applying to commence the pension²
- For applying to advance or defer the pension²
- For applying to share pensions³
- For cancelling pension sharing³
- For applying to credit split⁴
- For cancelling the pension⁵
- For repaying the portion of the pension received after death⁵
Identify that application requirements exist under the QPP Retirement Pension program.

Glossary of Verbs (mouse over to see definition)

Define

To state exactly the meaning of

Identify

To be aware of / to recognize and correctly name / to locate an appropriate resource

Explain

To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it

Compare

To note the similarities and differences between two or more things

Estimate

To determine an approximate value for

Calculate

To find the value using mathematics

Convert

To change from one form or purpose to another

Evaluate

To reach a conclusion or make a judgement through careful study

Interpret

To give the meaning of / to construe or understand / to translate orally

Read more about the Taxonomy used in the FP-BoK