A Personal Information Update Form (Form IU(AC)) is required to be completed and submitted to the MEBP Administration Office if a Member has made changes, or if a correction is required to the information that MEBP currently has on file. This form and an on-line version of the From IU(AC) are available under FORMS – Employers section on the MEBP website.
The Personal Information Update Form (Form IU(AC)) is to be used to make changes to the following information on the Member's MEBP account:
- Contact Information
- Legal Name - given and/or surname. If a Member's name is changed due to marriage or for any other reason, attach to Form IU(AC) an official supporting document confirming the name change (i.e. marriage certificate or other Vital Statistics document).
- Marital Status - if you have been advised by your Member that they have experienced a relationship breakdown, please review the "Spousal Relationship Breakdown" section of this Manual.
- Social Insurance Number - proof required
- Date of Birth - if a Member’s date of birth needs to be corrected, attach a copy of proof of age to Form IU(AC), to support the change. Refer to the "Proof of Age" in Part 2 of this manual for a list of acceptable proof of age documents.
- Gender - proof required
- Spouse Name
- Spouse Date of Birth
- Hire Date - If the Member‘s hire date needs to be adjusted, you must provide an explanation for the change.
- Plan Entry Date - If the Member‘s pension entry date needs to be adjusted, you must provide an explanation for the change.
Changes to Beneficiary – Pension Plan
If a Member wants to change, or add, beneficiary information for the Pension Plan, they must complete and submit a Pension Plan Beneficiary Designation and Change Form (FORM #25) to the MEBP Administration Office. The MEBP Administration Office must receive the signed original form for it to be valid. The Member should retain a copy for their personal records. This form is available under FORMS – Employers Section on the MEBP website.
MEBP follows the requirements set out in The Pension Benefits Act and Regulations of Manitoba (PBA), when paying a pre-retirement death benefit. If a Member of the Pension Plan dies prior to retirement, the plan will pay a death benefit to the spouse, eligible common-law partner or beneficiary. Prior to completing the Beneficiary Designation Section, the Member should read the information provided on both sides of Form #25.
Spouses and eligible common-law partners have legislated rights under the PBA, which cannot be changed by a Will or Court Order and should be named as the beneficiary to pre-retirement death benefits. The PBA states that a pre-retirement death benefit must be paid to a spouse or common-law partner UNLESS:
- at the time of death the Member and their spouse or common-law partner, were living separate and apart due to a relationship breakdown or,
- the Member’s spouse or common-law partner signed an approved waiver form to give up his/her rights to the pre-retirement death benefit and the waiver has not been revoked.
If the spouse or common-law partner wants to waive his/her entitlement to a pre-retirement death benefit, they must complete the Waiver of Entitlement to Pre-Retirement Survivor or Death Benefit (Form #26) and send the original to the MEBP Administration Office. This form is available under FORMS on the MEBP Website. If a spouse or common-law partner has completed and submitted Form #26, they can no longer be named as a pre-retirement beneficiary to the pension plan, unless the waiver is revoked. A waiver can be revoked by the spouse or common-law partner at any time prior to the employee's death by completing the Revocation of Waiver Form - Pre-Retirement Survivor or Death Benefit (Form #27). This form is available under FORMS – Employees Section on the MEBP website.
If the Member does not have an eligible spouse or common-law partner, they may designate someone else as a beneficiary. One or more people, an estate or an institution may be named as a beneficiary. If more than one person is named, please specify the percentage of the benefit that each person is to receive. If a percentage is not specified, MEBP will split the benefit equally.
If the named beneficiary(ies) is under the age of 18, it is mandatory that a trustee appointment be made on Form #25.