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Forms and documents
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Getting started with the myUPP Member Portal
Learn more about its features and how to register.
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- How your plan works
- Forms and documents
Forms and resources
The myUPP Member Portal is available for active and deferred members and pensioners (including surviving spouses and beneficiaries receiving monthly payments).
You can access important documents and return forms quickly and securely to UPP Member Services through a secure message. Get started by selecting “Sign in” at the top of the page.
Forms for active members
UPP Spousal and Beneficiary Form
Update your spousal and beneficiary information to ensure any survivor benefits are paid according to your wishes. You can update this information in the myUPP Member Portal.
UPP Transfer-in Application
If you are an active member, you can consolidate your prior plan and UPP pension benefits if you meet the eligibility criteria on page 1 of the application.
UPP Authorization to Release Information to a Third Party
Authorize UPP to discuss your information with third parties such as your spouse or advisor. Please contact UPP Member Services to request a copy of this form.
Form 4 – Waiver of Pre-retirement Death Benefit
Your spouse can waive their right to a pre-retirement death benefit by completing this FSRA form.
Form 3 – Waiver of Joint And Survivor Pension
When you apply for your pension, you and your spouse can waive their spousal survivor benefit by completing this FSRA form.
Application for Family Law Value
If you and your former spouse are considering dividing your pension, you can request a pension valuation.
UPP Shortened Life Expectancy Application
If your life expectancy is less than two years, you can apply to withdraw the lump-sum value of your pension. Please contact UPP Member Services to request a copy of this form.
Forms for pensioners
UPP Spousal and Beneficiary Form
Update your non-spousal beneficiary information to ensure any survivor benefits are paid according to your wishes. You can update your non-spousal beneficiaries in the myUPP Member Portal.
UPP Authorization to Release Information to a Third Party
Authorize UPP to discuss your information with third parties such as your spouse or advisor. Please contact UPP Member Services to request a copy of this form.
TD1 Personal Tax Credits Return (federal and provincial)
Apply eligible tax credits, or deduct additional taxes from your pension. It may be beneficial to speak with a financial advisor before completing these forms.
Application for Family Law Value
If you and your former spouse are considering dividing your pension, you can request a pension valuation.
UPP Shortened Life Expectancy Application
If your life expectancy is less than two years, you can apply to withdraw the lump-sum value of your pension. Please contact UPP Member Services to request a copy of this form.
Resources
FSRA Marriage Breakdown Guide
FSRA’s step-by-step guide to family law valuations and pension divisions.
CRA Pension Tax Deduction Calculator
Estimate the tax that will be deducted from your monthly pension by using CRA’s deduction calculator.
Can't find what you're looking for?
Contact UPP Member Services via Secure Message through the myUPP Member Portal, or phone 1-833-MBRS-UPP (1-833-627-7877).
UPP Member Services is available from Monday – Friday, 8:30 am to 5 pm ET.
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