Return: DBprime purchases

DBprime purchases

What you’ll return and receive in this stage

Submit your service purchase application form

Your current employer, and possibly your former employer, will have to assist you to complete the DBprime service purchase application form. There’s no deadline to submit the form to us.

The “member” portion of the form asks for basic information that will identify you. Complete this section and submit the form to your previous employer. The details that your previous employer will provide, such as your earnings and service history, will be used by the CAAT Plan to prepare a formal quote based on actual data.

Return the completed and signed purchase application form to the CAAT Pension Plan.

Note: There may be some situations in which it may be difficult to retrieve your earnings and service data, (e.g. old employment records no longer exist). In these cases, you will have to prove your eligible service using documents such as T4s, employment contracts, annual pension statements and termination option documents from the prior plan.

You should submit your form to the CAAT Pension Plan as soon as it is completed. There are options to submit your document to the CAAT Plans: Choose our secure document delivery system (S-Doc) for the quickest option. You can also mail your form. Do not email these documents as they contain personal information.

You will receive an information package by mail. It will include a formal quote which will provide the actual cost of purchasing the service, along with your payment options and deadlines. Once you’ve received the quote, you’ll have 90 days to let the Plan know if you intend to proceed with the purchase.

If you don’t make the purchase within 90 days, but choose to make it at a later date, the CAAT Plan will prepare a new quote based on your age and salary at the time.

Proceed to Earn stage.