Departments
Retirement Plan for Canadian Employees
The SDACC Retirement Department offers prompt, professional, and courteous service to Plan members and retirees by providing them with the information they require when planning for retirement and living in retirement. We are committed to prudently managing the assets of the Plan to ensure long-term sustainability of the members’ benefits and to administer these benefits with impartiality.
Retirement Specialist / Quality Assurance
Available Departmental Resources
- Notable News
- Retiree Newsletters
- Retiree - Direct Deposit Forms
- Retiree - Tax Forms
- Member - Spousal and Beneficiary Designation Form
- Member - Retirement Benefits Application
- Active Member - Retirement Planner
- Active Member - Group RRSP
- Planning for Retirement Newsletter
- Planning for Retirement Booklet
- Health Allowance
Notable News
Current Issue
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Archives
Retiree Newsletters:
Living in Retirement and Reflections
- 2012 March
Living in Retirement - 2012 July
Reflections - 2012 October
Living in Retirement - 2013 June
Living in Retirement - 2014 October
Living in Retirement - 2015 November
Living in Retirement - 2017 November
Living in Retirement - 2018 December
Take Control of Your Finances - 2019 December
Happiness and Retirement Do Go Together - 2020 December
Staying Connected in the Present, Planning for the Future - 2021 December
Adjusting to New Ways of Living, Thinking of the Future - 2022 December
Rediscovering Your Purpose, Revisiting Your Finances
Retiree - Direct Deposit Forms:
Authorization Agreement for Direct Deposit of retiree pension.
Retiree - Tax Forms:
- TD1 forms for income tax credits
Canada Revenue Agency Forms (External Link)
Member - Spousal and Beneficiary Designation Form:
Spousal Declaration and Beneficiary Designation Form. This form is for active, suspended, and deferred pension members only. It is not part of the retirement application forms. Complete this form to designate primary and contingent beneficiaries for your pension accrual should you pass away before your pension begins. Changes in marital status such as marriage, separation, divorce and death, require an update in your beneficiary form. Please mail the completed form to the Retirement Department, 1148 King St. E., Oshawa, ON L1H 1H8
Member - Retirement Benefits Application:
The following forms must be viewed with Adobe Reader, Acrobat or other PDF readers to work correctly. Please do not view and complete them in your web browser. The plan member application consists of three sections. The Member and Spousal Information sections must be complete by ALL applicants regardless of marital status. The 20 Years section is to be completed by plan members who were employed by the Church before January 1, 2006, who have earned 20 years of service credit and who have been married for at least one year before their retirement date.
- Retirement Benefits Application - Member Information
PDF Fillable Form. Please complete and return by mail (not fax) to your employer or the Retirement Office as indicated in the instructions at the top of the form. Do not forget to include a copy of a proof of age document for yourself and your spouse, if you are declaring a spouse. - Retirement Benefits Application - Spousal Information (must be completed by ALL applicants)
PDF Fillable Form. Regardless of your marital status, complete this form in its entirety including checking one of the boxes in the Certification Regarding Assignment of Pension section. Return with your Member Information form. - Retirement Benefits Application - 20 Years
PDF Fillable Form. Complete this form only if all three of the following apply to you:
1. You were employed by the Church before January 1, 2006
2. You have at least 20 years of service credit (all Church service)
3. You have been married at least one year before your retirement date
Return with your Member Information form.
Active Member - Retirement Planner:
We're pleased to announce the launch of a new and improved Retirement Planner. Available 24/7 from any internet-connected device, the new Retirement Planner provides you with all the information you need related to your Church pension - all in one place. Use the tool to:
* Update your address and other contact information
* Download your annual pension statement by going to My Retirement > My Statements
* Access important forms, including Spousal Declaration and Beneficiary Designation forms
* View the Summary of Your Retirement Plan booklet and other important documents
* Estimate your pension at different retirement ages
* Model up to three different pension scenarios at once for when you can start your monthly Defined Benefit (DB) pension
* Update your address and other contact information
* Download your annual pension statement by going to My Retirement > My Statements
* Access important forms, including Spousal Declaration and Beneficiary Designation forms
* View the Summary of Your Retirement Plan booklet and other important documents
* Estimate your pension at different retirement ages
* Model up to three different pension scenarios at once for when you can start your monthly Defined Benefit (DB) pension
- Retirement Planner
(External Link)
Active Member - Group RRSP:
Recording and Presentation Slides of the employee seminars as presented by Industrial Alliance.
- Group RRSP Seminar Recording - English
(External Link) - Group RRSP Seminar Presentation Slides - English
- Group RRSP Seminar Records - French
(External Link) - Group RRSP Seminar Presentation Slides - French
Planning for Retirement Newsletter:
A newsletter for the Seventh-day Adventist Church Retirement Plan for Canadian Employees members. This series of newsletters is designed to provide general information about everything retirement.
- 2007 September
Understanding your new annual statement. - 2008 January
How to Keep More of Your Money and Maximize Your Savings - 2008 September
Annual Statement Additions and Naming Your Beneficiaries. - 2008 November
Managing Your Money and Your Future - 2009 April
Planning For A Healthy Retirement - 2010 June
Coming Soon...Your New Retirement Planner - 2010 December
All About Your Pension Plan! - 2011 June
Changes to the Canada Pension Plan - 2012 February
Saving for Retirement - 2012 June
Get Retirement Smart! - 2012 December
Securing Your Peace of Mind - 2013 March
Your Pension is a Priority - 2013 June
Better Understand Your Future Retirement Benefits - 2014 May
Retire When You Want - 2015 June
How Much Will You Have When You Retire? - 2016 June
Simplifying Retirement Planning - 2017 June
Will You Have to Make Difficult Choices When You Retire? - 2017 November
Dreaming of Retirement? You Need a Plan! - 2018 June - Under 35
What's Your Plan ? For plan members under age 35 - 2018 June - Age 35-50
What's Your Plan ? For members age 35 - 50 - 2018 June - Over 50
What's Your Plan? For members over 50 - 2018 December
Plan the Retirement You Want - 2019 June
Start Early to Achieve Long-term Financial Goals - 2020 February
Start Planning Today to Make the Most of Your Retirement Years - 2020 June
Taking Care of One Another During Uncertain Times - 2021 June
Ellen G. White on Personal Finances: What Her Writings Mean for Us Today - 2022 June
All About Your New Group Registered Retirement Savings Plan
Planning for Retirement Booklet:
A summary of the Seventh-day Adventist Church Retirement Plan for Canadian Employees Pension and Post-Retirement Benefits Program.
- Current Plan - English
For employees who have had Church employment after January 1, 2006 - Current Plan - French
For employees who have had church employment after January 1, 2006 - MVG Insert to Booklet
Additional information for employees who had 20 years of service credit January 1, 2006 - Previous Plan
For employees who terminated Church employment before January 1, 2006
Health Allowance:
- Health Allowance
For employees who retire from active service accrual with a minimum of 15 years of service credit