T1200 Actuarial Information Summary
Notice to the reader
Form T1200, Actuarial Information Summary, was designed to capture relevant data from actuarial valuation reports submitted for pension plans that contain a defined benefit provision. This form is required when filing an actuarial valuation report pursuant to Ontarios Pension Benefits Act, and since January 1, 2010, Quebecs Supplemental Pension Plans Act.
Form T1200 was recently amended, in collaboration with the Financial Services Commission of Ontario and Retraite Québec. This form is not prescribed by the Income Tax Act and is therefore not mandatory when submitting documents to the Canada Revenue Agency (CRA). However, filing the form will facilitate the review of actuarial valuation reports and lead to faster processing of funding approval requests by the CRA. To that end, we encourage administrators of pension plans with a defined benefit provision, and their agents, to file Form T1200 with all funding reports, regardless of the provincial jurisdiction in which their plan is registered.
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