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Crisis Centre

HUM-0610 Pension: Individual Beneficiary Entitlements

Description

A record of the pension entitlements of individual employees including initial enrolment, the decisions made by an employee regarding optional contributions and beneficiaries over time and any correspondence with the member. 

Records of the value of entitlements are kept by the 3rd party service provider, including the record of payment of entitlements following retirement or the end of employment. 

Excludes HUM-0600 Pension: Plan Administration, HUM-0620 Pension: Summary of Individual Beneficiaries

Retention Trigger

Beneficiary no longer has an entitlement under the plan

Retention

If a summary is retained: Trigger + 7

If no summary is retained: Permanent

Responsible Unit(s)

Human Resources

Source

Employee submitted forms, 3rd party service provider, Human Resources

Records System

Hybrid

Citations

Pension Benefits Act, R.S.O. 1990, c. P.8 s25-31
Regulation 909, R.R.O. 1990

Record Authority

VP Human Resources and Services

Disposition

Secure destruction

Records Arising from Activity

  • Enrolment forms
  • Election forms
  • Correspondence with member
  • Record of payment of entitlements

Retention Rationale

FSCO allows the disposition of these records provided a summary is retained.

Personal Information

Yes

Vital Record

No

Protection

High