OSFI Releases Revised Annual Filing Instruction Guides and Forms

Published February 09, 2024

The Office of the Superintendent of Financial Institutions (OSFI) has issued six revised instruction guides and accompanying forms for administrators of pension plans registered, or having filed an application for registration, under the Pension Benefits Standards Act, 1985

Annual filing requirement documents updated in 2024 include the following:

Actuarial Information Summary (AIS) and form
Annual Information Return (AIR guide) and forms: OSFI 49, OSFI 49A, and PPACC
Auditor’s Report Filing Confirmation and form
Certified Financial Statements (OSFI 60)
Replicating Portfolio Information Summary (RPIS) and form
Solvency Information Return and form

All forms must be filed directly in Regulatory Reporting System (RRS) by entering the information into the appropriate on-line web form. Revisions are consistent with the forms accessed through RRS, which were updated earlier this month. These revised instruction guides replace those previously published.