R-15.1, r. 6 - Regulation respecting supplemental pension plans

Section 35.1 Disposition versions

2019-12-05

35.1. The second part of the statement shall contain the following information:

(1)  the name of the plan and the number assigned to it by Retraite Québec;

(2)  in the case of married or civil union spouses, the date of the marriage or civil union and the valuation date;

(3)  in the case of spouses who are not married or civil union spouses, the dates of the beginning and end of the conjugal relationship of the member and his spouse;

(4)  the date on which the member joined the plan;

(5)  the personnel information relative to a member and his spouse and taken into account in determining the first part of the statement, with a mention that it may be in the their interest to have the information corrected if it is erroneous;

(6)  the name and address of the person to be contacted for any information concerning the plan;

(7)  the terms, conditions and periods applicable to payment of the share that goes to the spouse;

(8)  the rules governing the calculation of the interest that is added to the amount granted to the spouse;

(9)  in the event that the member’s benefits include benefits or assets transferred from another plan and where the pension committee does not have the information required for the application of section 41, a mention of the fact that the value of the member’s benefits given in the statement could be different if the committee was provided with the missing information;

(10)  in the event that, before producing the statement, the member’s pension was determined to take into account entitlement of his or her spouse to the pension referred to in section 87 of the Act, a brief description of the rights and obligations arising from section 89.1 of the Act.

O.C. 173-2002, s. 30; O.C. 1073-2009, s. 15; O.C. 1107-2019, s. 12.

2016-01-01

35.1. The second part of the statement shall contain the following information:

(1)  the name of the plan and the number assigned to it by Retraite Québec;

(2)  in the case of married or civil union spouses, the date of the marriage or civil union and the valuation date;

(3)  in the case of spouses who are not married or civil union spouses, the dates of the beginning and end of the conjugal relationship of the member and his spouse;

(4)  the date on which the member joined the plan;

(5)  the personnel information relative to a member and his spouse and taken into account in determining the first part of the statement, with a mention that it may be in the their interest to have the information corrected if it is erroneous;

(6)  the name and address of the person to be contacted for any information concerning the plan;

(7)  the terms, conditions and periods applicable to payment of the share that goes to the spouse, taking into account in particular, the plan’s degree of solvency;

(8)  the rules governing the calculation of the interest that is added to the amount granted to the spouse;

(9)  in the event that the member’s benefits include benefits or assets transferred from another plan and where the pension committee does not have the information required for the application of section 41, a mention of the fact that the value of the member’s benefits given in the statement could be different if the committee was provided with the lacking information;

(10)  in the event that, before producing the statement, the member’s pension was determined to take into account entitlement of his or her spouse to the pension referred to in section 87 of the Act, a brief description of the rights and obligations arising from section 89.1 of the Act.

O.C. 173-2002, s. 30; O.C. 1073-2009, s. 15.

2012-09-01

35.1. The second part of the statement shall contain the following information:

(1)  the name of the plan and the number assigned to it by the Régie;

(2)  in the case of married or civil union spouses, the date of the marriage or civil union and the valuation date;

(3)  in the case of spouses who are not married or civil union spouses, the dates of the beginning and end of the conjugal relationship of the member and his spouse;

(4)  the date on which the member joined the plan;

(5)  the personnel information relative to a member and his spouse and taken into account in determining the first part of the statement, with a mention that it may be in the their interest to have the information corrected if it is erroneous;

(6)  the name and address of the person to be contacted for any information concerning the plan;

(7)  the terms, conditions and periods applicable to payment of the share that goes to the spouse, taking into account in particular, the plan’s degree of solvency;

(8)  the rules governing the calculation of the interest that is added to the amount granted to the spouse;

(9)  in the event that the member’s benefits include benefits or assets transferred from another plan and where the pension committee does not have the information required for the application of section 41, a mention of the fact that the value of the member’s benefits given in the statement could be different if the committee was provided with the lacking information;

(10)  in the event that, before producing the statement, the member’s pension was determined to take into account entitlement of his or her spouse to the pension referred to in section 87 of the Act, a brief description of the rights and obligations arising from section 89.1 of the Act.

O.C. 173-2002, s. 30; O.C. 1073-2009, s. 15.