Skip to main content
Ontario Tech acknowledges the lands and people of the Mississaugas of Scugog Island First Nation.

We are thankful to be welcome on these lands in friendship. The lands we are situated on are covered by the Williams Treaties and are the traditional territory of the Mississaugas, a branch of the greater Anishinaabeg Nation, including Algonquin, Ojibway, Odawa and Pottawatomi. These lands remain home to many Indigenous nations and peoples.

We acknowledge this land out of respect for the Indigenous nations who have cared for Turtle Island, also called North America, from before the arrival of settler peoples until this day. Most importantly, we acknowledge that the history of these lands has been tainted by poor treatment and a lack of friendship with the First Nations who call them home.

This history is something we are all affected by because we are all treaty people in Canada. We all have a shared history to reflect on, and each of us is affected by this history in different ways. Our past defines our present, but if we move forward as friends and allies, then it does not have to define our future.

Learn more about Indigenous Education and Cultural Services

HUM-0620 Pension: Summary of Individual Beneficiaries

Description

A summary record of the beneficiaries who no longer have an entitlement under the pension plan because their benefit has been paid otherwise transferred out. This summary provides confirmation that the entitlement under the plan has been settled. 

Includes completed enrolment form, employee’s name, plan membership entry date, date of end of employment or retirement, vested status, disclosure made to the member at end of employment, beneficiary designations, record of amount and date of payment. 

For records of pension plan administration, see: HUM-0600 Pension: Plan Administration

For records of individual beneficiaries, see: HUM-0610 Pension: Individual Beneficiary Entitlements

Retention Trigger

 

Retention

Permanent

Responsible Unit(s)

Human Resources

Source

Human Resources, 3rd party service provider

Records System

Paper

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

Completed enrolment form, employee’s name, plan membership entry date, date of end of employment or retirement, vested status, disclosure made to the member at end of employment, beneficiary designations, record of amount and date of payment.

Retention Rationale

This record series consists of the most basic information recommended by FSCO for permanent retention.

Personal Information

Yes

Vital Record

No

Protection

High