Relocation Directive - Chapter 14 - Move to Intended Place of residence (IPR) on Release or Transfer from the Regular Force

14.01 In this chapter

General

This chapter sets out the relocation benefits and expenses applicable for a move to an Intended Place of Residence (IPR) on

A move of (D)HG&E to an IPR may be from only one of the following locations:

Additionally, HG&E and PMV’s that have been stored at public expense may be moved from the storage location to the member’s IPR, within the limitations of this chapter.

(TB amended, 19 April 2018)

It is divided into the following sections:


Section 14.01 General principles

14.1.01 In this section

Below are the general principles that pertain to this chapter. It is divided into the following blocks:

14.1.02 IPR Elections and Time limitations

IPR Elections

A CF member elects an IPR location in writing by completing the CF form issued for that purpose.

An election can be made no earlier than the applicable time limits contained in Section 14.5 (CF members electing an Early Move to IPR).

A CF member can change their IPR location at any time before any expenses related to the IPR location are reimbursed to, or paid on behalf of, a CF member (not including file administration costs).

After any expenses have been paid in relation to the elected IPR location, article 14.1.03 controls changing IPR locations.

Time Limitations - General

CF members may claim the entitlements in this chapter if they have both:

Unless otherwise provided in this Chapter, only IPR related expenses that are incurred within two years after the date of release or transfer are eligible for reimbursement.

(TB amended, 19 April 2018)

Time Limitations - Extensions

DGCB or DCBA may grant an extension for a period of up to one year if he or she determines that any of the following circumstances prevent the member from moving to the IPR within that time limit:

  1. an illness of or injury to the member or their dependant;
  2. the vocational rehabilitation or vocational training undertaken by the member;
  3. the completion of an educational program by the member or their dependant; or
  4. any other circumstance that delays the move to the IPR and that is beyond the control of the member.

An extension granted by DGCB or DCBA begins on the day after the day on which the time limit ends.(TB amended, 19 April 2018)

Time Limits – Extensions – Exceptional Circumstances

The Chief of the Defence Staff personally – or the Chief of Military Personnel personally – may grant a further extension for a period of up to three years if he or she determines that there are particularly compelling reasons that prevent the member from moving to the IPR and that relate to

This extension shall be granted only if the member submits his or her request for an extension to the Chief of the Defence Staff or the Chief of Military Personnel before the end of the first extension.

(TB, effective 19 April 2018)

Other

When CF members exercise their entitlement to an HHT and fail to relocate (D)HG&E within this time limitation, recovery action will be initiated on HHT expenses. (also see article 14.3.03)

Note. CF members who have changed dependant status since their release from the CF must provide proof of dependant status (e.g. marriage certificate, birth certificate). If common law status is required, CF members must see release section with appropriate documentation for statutory declaration.

14.1.03 IPR reinstatement

If the HG&E has been moved at public expense out of the current residence for the purpose of moving it to an IPR location (other than under article 14.4.02 – IPR election to LTS benefits), then an IPR location cannot be reinstated (i.e. amended).

If the HG&E has not been moved at public expense out of the current residence, or has been moved into local LTS under article 14.4.02, then an IPR location can be reinstated (i.e. amended) but only after the CF member repays all expenses paid in relation to the original IPR location (not in relation to the current residence).

14.1.04 Reimbursement of expenses incurred prior to eligibility

CF members are entitled to payment of relocation expenses incurred prior to meeting the eligibility criteria, once the criteria at art 14.2.03 are met and the member is authorized to elect an IPR location (see article 14.1.02 and Section 14.5).

In these circumstances actual and reasonable expenses will be reimbursed supported by receipts, provided the date of the expense is no more than six years prior to the members release/transfer date or election date, whichever is earlier.

Despite article 14.01, the entitlements will be based on:

14.1.05 Reenrol before electing IPR

QR&O article 209.25 (Time Limit) controls.

The effect is that CF members who did not exercise IPR benefits, whose entitlement did not expire, and subsequently re-enroll in – or transfer to – the Regular Force shall have the expiry date of their benefits extended by the corresponding number of days served in their new period of Regular Force service.

14.1.06 Reserve - periods of service

QR&O article 209.25 (Time Limit) controls.

The effect is that CF members who released or transferred from the Regular Force, did not exercise IPR benefits, whose entitlement did not expire, and who serve on periods of Class B or C service shall have the expiry date of their benefits extended by the corresponding number of days served on Class B or C service.

14.1.07 Meaning of Local Move

In this chapter, "local move" means a relocation of 40 kilometres or less, measured using the shortest normal route available to the public, from a person’s current residence to their intended place of residence.

14.1.08 Meaning of move commenced

In this chapter, a move is deemed to have commenced if an expense has been incurred, or a contractual commitment has been made, with respect to any relocation activity for which a benefit is payable to CF members who are transferred from the Regular Force to the Reserve Force under QR&O article 10.04 (Voluntary Transfer to Reserve Force). See also QR&O article 209.20(3).

For example, a CF member who has entered into a listing agreement with a real estate agent to dispose of their current residence has made a contractual commitment to pay a realtor fee upon the sale of their home, and is therefore considered to have commenced their move to their IPR.


Section 14.2 Eligibility criteria

14.2.01 In this section

The eligibility criteria that pertain to this section are detailed below. It is divided into the following blocks:

14.2 02 Qualifying criteria

When CF members reach Compulsory Retirement Age (CRA) relocation benefits are based on their period of continuous Regular Force service and their release item.

14.2.03 Criteria table

The following table depicts the IPR location, based on the period of continuous Regular Force service and the release item.

Period of continuous Regular Force service Release Item IPR location
Less than 10 years
  • 2 – Unsatisfactory service.
  • 4(a) – On request – When entitled to an immediate annuity
  • 4(b) – On request – On completion of a fixed period of service; and
  • 5 – Service completed.

Place of enrolment (or any other place provided that the cost does not exceed the move to the place of enrolment). Reimbursement of benefits as per art 14.3.07.

Less than 10 years
  • 3 – Medical

Any location in accordance with this chapter. Reimbursement of benefits as per art 14.3.08.

10 or more years

Release items as above.

Any location in accordance with this chapter. Reimbursement of benefits as per art 14.3.08.

20 or more years

4(c) – On request – Other causes

Any location in accordance with this chapter. Reimbursement of benefits as per art 14.3.08.

14.2.04 Meaning of "continuous Regular Force service"

When calculating the "continuous Regular Force service" to determine the IPR location at article 14.2.03, any period of Leave Without Pay shall not reduce the period of continuous service.

14.2.05 Meaning of "place of enrolment"

In this chapter, “place of enrolment” means:

(TB amended, 19 April 2018)

14.2.06 Meanings of "any other place" and "any location"

The terms "any other place" and "any location" in article 14.2.03 includes any location that is 40 kilometers or less from a member’s current place of residence (local IPR). However, there may be limited benefits or no benefits payable for a move to a local IPR (see articles 14.3.10).

Section 14.3 Benefits

14.3.01 In this section

Specific benefits related to this chapter are detailed below. It is divided into the following blocks:

14.3 02 Limitation of benefits

The benefits are generally the same as those contained in Parts 1 and 2, except for these entitlements which have limitations or enhancements:

14.3.03 HHT/DIT

CF members under this chapter are entitled to reimbursement of HHT/DIT expenses in accordance with Chapter 4, provided:

When the HHT/DIT is taken prior to the start of the retirement leave, or during a subsequent period of Class B or C service, the HHT/DIT is administered (e.g. how many days) the same way an HHT/DIT for an in-service posting is administered.

CF members proceeding on an HHT/DIT must sign a statement of understanding, acknowledging that any reimbursement of HHT/DIT expenses will be subject to recovery if the member does not relocate to that location. However, there will be no recovery when CF members can demonstrate that they had a reasonable intent to relocate to the HHT/DIT relocation.

14.3.04 Occupancy requirement on purchase of replacement residence

Requirement outlined at art 8.3.03 do not apply.

14.3.05 Home Equity Assistance (HEA)

CF members are entitled to receive HEA if they move to an IPR location that is in excess of 40 km from their place of residence (i.e. not a local move). Other conditions outlined at art 8.2.13 apply. There is no entitlement to HEA if the IPR location is 40 km or less from their place of residence (i.e. is a local move).

14.3.06 Interest on home relocation loan

CF members are not entitled to receive the Interest on Home Relocation Loan in art 8.3.03.

14.3.07 Benefits – Entitled to a move to place of enrolment

A CF member who is entitled to move only to a place of enrolment (see article 14.2.03) is entitled to benefits outlined in Parts 1 and 2 with the limitations or enhancements listed at art 14.3.02 through 14.3.06. However, the Core component portion of the benefits listed below are funded from a different component as follows:

Core benefit

HHT/DIT limited to returning from outside Canada only

Custom benefit
Personalized benefit

14.3.08 Benefits - Entitled to a move to any location

A CF member who is entitled to move to any location (see article 14.2.03) is entitled to benefits outlined in Parts 1 and 2 with the limitations or enhancements listed at art 14.3.02 through 14.3.06. However, the core component portion of the benefits listed below are funded from a different component as follows:

Custom benefit
Personalized benefit

14.3.09 Release/ transfer while on an unaccompanied move – additional entitlement

A CF member who is both

is entitled to the provisions of Art 11.2.05, as though they were on IR status, in order to return to the location of their (D)HG&E.

Once that move is complete, then the CF member can do their IPR move.

This benefit is administered by the local administrative support unit.

14.3.10 Local Move to IPR --- Entitlement & Amount

Generally, there is no entitlement to be paid relocation expenses incurred in respect of a local move to an IPR location. See also QR&O article 209.24 (Local Move).

There are four exceptions. They are described under the "Exception" headings below. Regarding the exceptions:

Exception Type #1:

IF the CF member is:

THEN the amount of the entitlement is:

(TB amended, 19 April 2018)

Exception Type #2:

IF the CF member is:

THEN the amount of the entitlement is:

Exception Type #3:

IF the CF member is

THEN the amount of the entitlement is:

Regarding Exception Type #3, a CF member who is receiving a benefit under CBI 211.015 (Home Modifications Move Benefit) prior to his release (not transfer) date is not entitled to any benefit under this article before the release/transfer date. Once a CF member is released from the CF (i.e. not a member of the Reg, P Res, COATS, Rangers, or Supp Res), the former member is no longer entitled to reimbursement under CBI 211 and becomes entitled under this article for any subsequent eligible CFIRP relocation costs not reimbursed under CBI 211.015.

Exception Type #4:

The Chief of the Defence Staff personally — or the Chief of Military Personnel personally— may approve reimbursement of the relocation expenses for a move to a local IPR, if they determine that there are compassionate reasons that are particularly compelling and that involve:

Any reimbursement under Exception Type #4 shall be within the limitations provided in this directive for any payable benefit.


Section 14.4 Commonalities

14.4.01 In this section

The commonalities that pertain to this chapter are described below. It is divided into the following blocks:

14.4.02 IPR election to LTS benefits

CF members who elect their IPR may request to move their HG&E to a local LTS location. The HG&E shall be moved under the HGRS contract, from CF members’ old residence to the local LTS facility and then to the IPR location.

CF members are responsible to reimburse the:

CF members are entitled to:

If a CF member does not remove their HG&E from LTS within one year of it being stored, then this benefit expires, the HG&E in LTS becomes the member’s sole responsibility, and the unused transportation/unload/unpack/insurance entitlements are forfeited.

14.4.03 Move outside Canada when released in Canada

CF members moving outside Canada who are released in Canada shall have their funding based on a move:

Entitled to a move to place of enrolment (i.e. article 14.3.07 applies):

Entitled to a move to any location (i.e. article 14.3.08 applies):

Note: CF members electing an IPR location outside of Canada are responsible for all immigration and customs requirements and costs for the country to which they are moving, prior to the authorization of the move of (D)HG&E.

14.4.04 Move outside Canada when serving outside Canada

CF members who wants to release outside Canada, and who wants to elect an IPR to a location outside Canada shall forward their request to DCBA for a detailed identification of their benefits. If approved, the funding is limited in accordance with Section 14.3.


Section 14.5 CF members electing an Early Move to IPR

14.5.01 In this section

Benefits pertaining to CF members electing an early move to IPR are below.

This section is divided into the following blocks:

14.5.02 Process and procedures

CF members must meet the conditions and limitation of this chapter at the time of the election of the early IPR, to be eligible for their relocation benefits.

Formal notification

A formal notification of release is required to establish a known release date, this is defined as follows:

Time frame - Early IPR

CF members may elect their IPR location up to two years in advance of a known release date, or further in advance if articles 14.5.04 or 14.5.05 apply.

Request to move (D) HG&E

A CF member requesting authority to move (D)HG&E shall do so in writing by completing the form - Request to Move Dependants, Household Goods and Effect to Intended Place of Residence Prior to Commencement of Retirement Leave (CFAO 209-30 Annex A). The Commanding Officer’s approval is required for early IPR relocations requests.

14.5.03 Additional TOS offers, CRA extensions or CRA 60 election

CF members remain entitled to reimbursement of all associated relocation benefits to a new place of duty under the main policy, when they have completed an early IPR and are subsequently offered:

Once CF members have completed their further TOS, reached CRA or completed the extension to CRA they are entitled to:

There shall be no entitlement to the early relocation of (D)HG&E to the previously elected IPR.

14.5.04 In advance of CRA

CF members may elect their IPR location up to five years prior to reaching CRA.

14.5.05 Medically retained

CF members, who as a result of an Administrative Review - Medical Employment Limitation decision have been authorized a period of retention followed by a release/transfer, may select their IPR location at any time during the period of retention.

14.5.06 Limitations - future relocation benefits

When an early IPR relocation is exercised, CF members are no longer eligible to further IPR relocation benefits or reimbursements during their current terms of service, even if future postings occur.

CF members who are posted after exercising their early IPR and do not move their (D)HG&E to their new place of duty are not entitled to:


Section 14.6 Benefits to Eligible Persons & Specific Members

14.6.01 In this section

Benefits pertaining to eligible persons and specific members are below. This section is divided into the following blocks:

14.6.02 General

This section provides directions concerning the entitlements for the following:

Administration of IPR

Expiration and Limitations of Benefits: The expiration periods and limitations detailed in Sections 14.1 through 14.5 continue to apply to a move under this Section.

14.6.03 CF members deceased, reported missing, prisoner of war, or interned or detained by a foreign power

This article applies in respect of a CF member

The benefits of this chapter are provided to

as though they were a CF member with 10 or more years of continuous Regular Force service (entitled to a move to any location (see article 14.2.03)

For a deceased CF member, reimbursement may be split between an eligible person who is an estate and an eligible person who is not an estate (example: the estate gets the sale benefits and the dependant gets the purchase benefits). The total benefit remains one IPR move in relation to the CF member.

The payment of any additional actual and reasonable costs associated with breaking of contracts associated with operational deployment is authorized under this chapter.

When CF members are officially reported missing, prisoners of war, or interned or detained by a foreign power while serving, a period of three months must elapse, before CF members (ie. through their lawfully appointed agents) are entitled to these benefits. The time limitation referred to in article 14.1.02 commences three months after the date the report is received.

(TB amended, 19 April 2018)

There is no three month waiting period in respect of deceased CF members.

14.6.04 CF members who are mentally incapacitated

This article applies in respect of a CF member

The benefits of this chapter are provided to the CF member (see article 14.6.02 Administration of IPR) as though they were a CF member with 10 or more years of continuous Regular Force service (entitled to a move to any location).

The payment of any additional actual and reasonable costs associated with breaking of contracts associated with operational deployment is authorized under this chapter.

There is no waiting period.

14.6.05 Deceased former CF members with an IPR entitlement

Unused IPR entitlements are not lost by the death of a former CF member. They are exercised by the eligible person or split between an estate and another eligible person.

The applicable time limits to use that entitlement continue to run; they do not restart.

14.6.06 CF members without dependants deceased, reported missing, prisoner of war, or interned or detained by a foreign power or mentally incapacitated

The article applies in respect of a CF member

For a deceased member, the estate is entitled to relocation benefits for the disposal of the primary residence and the move of HG&E. The Executor may elect one person to travel to and from the location of the HG&E.

For any other type of CF member, the CF member (see article 14.6.02 Administration of IPR) is entitled to relocation benefits for the disposal of the primary residence and the move of HG&E. The lawfully appointed agent may elect one person to travel to and from the location of the HG&E.

Reimbursement is authorized for:

There are no entitlements for the purchase of a residence or ILM&M on TNL.

When they are officially reported missing, prisoner of war, or interned or detained by a foreign power while serving, a period of three months must elapse, before CF members (ie. through their lawfully appointed agent) are entitled to these benefits. There is no three month waiting period in respect of deceased CF members or mentally incapacitated CF members.


Section 14.7 Funding formulae

14.7.01 In this section

The funding formulae for IPR are detailed below. This section is divided into the following blocks:

14.7.02 Move within Canada - less than 10 YOS

The following Custom and Personalized Funding Formulae are used for all IPR relocations within Canada for CF members with less than 10 years of continuous Regular Force service; exception — for those released under item 3 – Medical, as per the criteria table at art 14.2.03 before the time limitation expires:

Custom Funding
Personalized Funding

14.7.03 Move within Canada - 10 or more YOS

The following Custom and Personalized Funding Formulae are used for all IPR relocations for CF members

as per the criteria table at art 14.2.03 before the time limitation expires:

Custom Funding
Personalized Funding

(TB amended, 19 April 2018)

14.7.04 Direct move to IPR from outside Canada - less than 10 YOS

The following Custom and Personalized Funding Formulae shall be used for a direct move to IPR from outside Canada for CF members with less than 10 years of continuous Regular Force service; exception — for those released under item 3 – Medical, as per the criteria table at art 14.2.03 before the time limitation expires:

Custom Funding
Personalized Funding

(TB amended, 19 April 2018)

14.7.05 Direct move to IPR from outside Canada - 10 or more YOS

The following Custom and Personalized Funding Formulae are used for all IPR relocations from outside Canada for CF members

as per the criteria table at art 14.2.03 before the time limitation expires:

Custom Funding
Personalized Funding

(TB amended, 19 April 2018)

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