Allowance for people aged 60 to 64 – Apply

5. Apply

You should apply for the Allowance 6 to 11 months before your 60th birthday.

You must apply in writing for the Allowance. Complete and mail the Guaranteed Income Supplement or Statement of Income for the Allowance or Allowance for the Survivor application form (ISP-3026) for the payment year that applies to you along with the Application for the Allowance or Allowance for the Survivor form (ISP-3008) and include certified true copies of the required documentation. You will find these forms on the Old Age Security forms page.

To find out where to mail the forms, see Returning the form.

Sources of income and deductions

When applying for the Guaranteed Income Supplement and the Allowance, you, or in the case of a couple you and your spouse or common-law partner, must report your income and deductions.

Use the information slips issued to you for income tax purposes, as well as your federal Income Tax and Benefit Return, to report the following income and deductions:

  • Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits;
  • other pension income, such as private pensions, superannuation and foreign pension income;
  • Registered Retirement Savings Plans (RRSPs) that you cashed during the year;
  • Employment Insurance benefits;
  • interest and other investment income;
  • capital gains and taxable Canadian dividends;
  • net income from any rental properties;
  • net employment income minus the following deductions:
    • your CPP or QPP contributions, your Employment Insurance premiums, and the $3,500 earnings exemption;
  • net self-employment income minus the following deductions:
    • your CPP or QPP contributions on self-employment, and your Employment Insurance premiums;
  • other income from sources such as workers' compensation payments and alimony;
  • other deductions, such as union dues, RRSP deduction, moving expenses and other employment expenses.

Note

The Old Age Security pension, the Guaranteed Income Supplement, the Allowance and the Allowance for the Survivor are not included as income for OAS income tested benefits.

You will find instructions on how to report your income and deductions on the Instruction Sheet for the Guaranteed Income Supplement or Statement of Income for the Allowance or Allowance for the Survivor that is available on the

Statement of Income for the Renewal of the Guaranteed Income Supplement, the Allowance or the Allowance for the Survivor form page you selected on the Old Age Security forms page.

You were unable to apply when you became eligible

If, due to a medical condition, you were unable to apply earlier or to ask someone to apply on your behalf, please contact us to obtain the Declaration of Incapacity form. If you meet all of the eligibility requirements, completing and returning this form may allow you to receive your benefit with an earlier start date.

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