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 Ontario’s Pension Benefits Act, and since January 1, 2010, Quebec’s 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.

For best results, download and open this form in Adobe Reader. See General information for details.

You can view this form in:

PDF t1200-17e.pdf (104 KB)
PDF fillable/saveable t1200-fill-17e.pdf (791 KB)

Last update: 2017-03-30

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