How to prove your spousal relationship - OPTrust

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How to Prove Your Spousal Relationship ... As a member of the OPSEU Pension Plan (the Plan), your married or common-law spouse may be entitled to survivor ...   CONTACTUS|CHANGETEXTSIZEAAA SEARCHOPTrust.com SearchOPTrust.combutton SearchOPTrust.combutton PUBLICATIONS OVERVIEW BOOKLETS FACTSHEETS OPTIONS-MEMBERNEWSLETTER PENSIONCONNECTION-RETIREENEWSLETTER EMPLOYERUPDATE FUNDEDSTATUSREPORTSANDANNUALREPORTS PLANTEXT AGUIDETOYOURBENEFITS-AFTERRETIREMENT HowtoProveYourSpousal Relationship Updated:June2020DownloadthePDF PrintthispageEmailthelink   AsamemberoftheOPSEUPensionPlan(thePlan),yourmarriedorcommon-lawspousemaybe entitledtosurvivorbenefitswhenyoudie.Beforepayinganybenefitstoyourspouse,OPTrustwillneedtoconfirmthatyourspousalrelationshipmeetsthePlan’srequirements. WhendoesOPTrustneedproofofmyspousalrelationship? Youoryourspousewillneedtoprovideproofofyourspousalrelationshipwhenyou: endyouremployment changeemployersandmovetoanotherpensionplanduetoadivestment retire die YouwillalsoberequiredtoprovideproofofyourspousalrelationshipifyouacquireanewspouseafteryouretireandapplytoOPTrusttoprovideyourpost-retirementspousewithasurvivorpension. WhatdocumentsdoesOPTrustneedtohelpconfirmmy spousalrelationship? TohelpOPTrustdeterminewhetheryourspousequalifiesforsurvivorbenefits,wewillneedone(1)ofthefollowingdocumentstobecompleted: aConfirmationofMaritalStatus(thisisincludedinthePensionOptionElectionpackagemembersreceivewhentheyendtheirmembershipinthePlanorretire). or aDeclarationofSpousalRelationship(OPTrust1059)completedbyyourspouseifyoudiebeforeyouretire. Alongwithoneoftheformslistedabove,OPTrustwillalsoneedthefollowingdocuments: Ifyouarelegallymarried: acopyofyourmarriagecertificateifnotalreadyonfilewithOPTrust Ifyouhavebeenlivingtogetherinacommon-lawrelationshipforlessthan3yearsandaretheparentsofachild: Acopyofabirthcertificateoradoptionpapersforyourchildnamingyoubothasparents One(1)documentfromthelistbelow Ifyouhavebeenlivingtogetherinacommon-lawrelationshipfor3yearsormore: Two(2)documentsfromthelistbelow.One(1)ofthetwodocumentsmustbedatedatleast3yearsbeforeyourmembershipinthePlanends. Listofcommon-lawproofdocuments Copiesofjointmortgagestatements,propertytaxassessments,propertyorautoinsuranceorrental/leaseagreementsinbothnamesforthesharedaddress Copiesofutilitybills(e.g.,hydro,water,gas,cable,telephone,internet)inbothnamesforthesharedaddress Copiesofaccountstatements(e.g.,bankaccount,creditcard,lineofcredit)inbothnames Alegalwillnamingtheotherasspouseorpartner Statementsidentifyingeitherofyouastheother’sspouseunderhealth/dentalbenefitplans,lifeorautoinsurancepolicies,otherpensionplansorinvestmentaccounts(e.g.,RRSP,TFSA) AvalidPowerofAttorney,namingtheotherasattorneyandspouseorpartner OneofthefollowingonfilewithOPTrust,namingthesamespouse: aStatementofMaritalStatusform(OPTrust3007)or aPensionBeneficiariesform(OPTrust1015)or informationyouprovidedthroughyourOnlineServicesaccount OPTrustmayrequestmoreinformationorconsiderdocumentsotherthanthoselistedabove. FormoreinformationpleasecontactOPTrust ThisinformationisasummaryofcertainbenefitsofferedundertheprimaryscheduleoftheOPSEUPensionPlanandisnotapplicabletoOPTrustSelect.Allinformationiscurrentasofthedateofpublication. HowtoReachUs OPTrust 1AdelaideStreetEast,Suite1200 Toronto,ONM5C3A7 MemberExperience Tel:416-681-6100inToronto 1-800-637-0024toll-freeinCanada Fax:416-681-6175 [email protected]  

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