CBE Pension Plan
PLAN MEMBERS: HAVE YOUR SAY
Pension Plan Member Survey
Are you a member of the CBE Pension Plan? The Board of Trustees invites you to complete a short member survey. Your responses will help guide their priorities moving forward.
All answers are completely anonymous. Deadline to complete the survey: August 30, 2024. FILL OUT THE SURVEY HERE.
ANNUAL INFORMATION MEETING
You’re Invited!
The date of the 2024 Annual Information Meeting has been announced. LEARN MORE HERE.
Application Forms
General
Declaration of Marital Status FormChange of Address FormMarriage Breakdown FormJoint and Survivor Pension Waiver (Form 5)Estate Declaration FormMarriage Breakdown BookletPension Estimate FormPre-Retirement Death Benefit Waiver (Form 9)Religious Exemption (Form 11)Revocation of Pre-Retirement Death Benefit Waiver (Form 10) Statutory Declaration with Proof of Marriage (Form SD1)Statutory Declaration of Common Law Partner (Form SD2)Survivor Benefits (Spouse or Common-Law Partner)Survivor/Death Benefits (Named Beneficiary or Estate)Termination | Retirement FormDesignation/Change of Beneficiary Form (CBE | CUPE Hospitals Pension Plan)New Member Information Form (CBE and CUPE Hospitals SRP)Purchase of Service Form (CBE)CBE Phased-in Retirement Application Form
Reciprocal Transfer Agreements
Reciprocal Transfer Agreement - PT&S | CBEReciprocal Transfer Agreement - NBU Plan | CBEReciprocal Transfer Agreement SHORTFALL Purchase - PT&S | CBEReciprocal Transfer Agreement SHORTFALL Purchase - NBU Plan | CBE
Planning for retirement
Declaration of Marital Status FormPension Estimate FormTermination | Retirement FormCBE Phased-in Retirement Application Form
For Retirees
Change of Address FormDirect Deposit FormMarriage Breakdown FormRequest for Income Tax Deduction FormMarriage Breakdown BookletStatutory Declaration with Proof of Marriage (Form SD1)Statutory Declaration of Common Law Partner (Form SD2)Survivor Benefits (Spouse or Common-Law Partner)Survivor/Death Benefits (Named Beneficiary or Estate)Designation/Change of Beneficiary Form (CBE | CUPE Hospitals Pension Plan)
Cost of Living Adjustments
How cost of living adjustments are calculated by your Plan’s actuary is explained in the resources below.
Explaining the Cost of Living Increase – January 1, 2024 (CBE)Explaining the Cost of Living Increase – January 1, 2023 (CBE)Explaining the Cost of Living Increase – January 1, 2023 (CBE)Explaining the Cost of Living Increase – January 1, 2022 (CBE)Explaining the Cost of Living Increase – January 1, 2022 (CBE)
Employee Statement of Pension Benefits
Your Employee Statement of Pension Benefits provides you with personalized estimated pension amounts as of December 31 of a given year. Your statement also includes information you need to use Vestcor’s Online Pension Estimate Calculator.
Need help with your statement? Refer to the information included below, and these helpful videos:
2023 STATEMENTS
If you were an active member of the CBE Pension Plan in 2023, your 2023 Employee Statement of Pension Benefits is mailed to you in the spring.
Understanding your Employee Statement of Benefits (CBE)
Newsletters and Other Communications
Newsletters
Other Communications
2024 Pension Payment Date CalendarExplaining the Cost of Living Increase – January 1, 2024 (CBE)Key Resources: CBECBE Response to Misinformation (July 2021)CBE Full cost of living increase will be provided (October 2014)New Purchase of Service Provisions (CBE Notice to Members – June 2014)CBE Notice regarding the process for collecting employer pension contributions (May 2014)CBE Notice to Participants (September 2013)CBE Letter to Retirees (July 2013)CBE Notice to Participants (March 2013)
Planning Your Retirement
Applying for your pension is easy, but it’s important that you understand the process and timeline. The video below provides an overview of the necessary steps.
Declaration of Marital Status FormPension Estimate FormTermination | Retirement FormCBE Phased-in Retirement Application Form
About the CBE Pension Plan
Annual Information Meetings
Annual Reports
Board of Trustees
CBE Board BiographiesBoard Activities 2023 | CBEBoard Activities 2022 | CBEBoard Activities 2021 | CBEBoard Activities 2020 | CBEBoard Activities 2019 | CBEBoard Activities 2018 | CBEBoard Activities 2017 | CBE
Governing Documents
CBE Statement of Investment PoliciesCBE Memorandum of UnderstandingCBE Plan TextCBE Amendment to Memorandum of Understanding and Approval of Changes to Funding PolicyCBE Agreement and Declaration of TrustCBE Summary of the Funding PolicyCBE Funding Policy
Financial Results: Actuarial Valuation Reports
CBE Actuarial Valuation as at December 31, 2022CBE Actuarial Valuation as at December 31, 2021CBE Actuarial Valuation as at December 31, 2020CBE Actuarial Valuation as at December 31, 2019CBE Actuarial Valuation as at December 31, 2018CBE Actuarial Valuation as at December 31, 2017CBE Actuarial Valuation as at December 31, 2016CBE Actuarial Valuation as at December 31, 2015CBE Actuarial Valuation as at December 31, 2014CBE Actuarial Valuation as at December 31, 2013CBE Actuarial Valuation as at December 31, 2012CBE Actuarial Valuation as at July 1, 2012
Financial Results: Financial Statements
CBE Financial Statement as of December 31, 2022CBE Financial Statement as of December 31, 2021CBE Financial Statement as of December 31, 2020CBE Financial Statement as of December 31, 2019CBE Financial Statement as of December 31, 2018CBE Financial Statement as of December 31, 2017CBE Financial Statement as of December 31, 2016CBE Financial Statement as of December 31, 2015CBE Financial Statement as of December 31, 2014CBE Financial Statement as of December 31, 2013CBE Financial Statement as of December 31, 2012CBE Financial Statement as of December 31, 2011CBE Financial Statement as of December 31, 2010CBE Financial Statement as of December 31, 2009CBE Financial Statement as of December 31, 2008
Financial Results: GIPS® Total Fund Reports
CBE Total Fund Report as at December 31, 2023CBE Total Fund Report as at December 31, 2022CBE Total Fund Report as at December 31, 2021CBE Total Fund Report as at December 31, 2020CBE Performance Composite as of December 31, 2019CBE Performance Composite as of December 31, 2018CBE Performance Composite as of December 31, 2017CBE Performance Composite as of December 31, 2016