Death

Elderly person holding hands with a bright red blanket

Death

Planning for the future means deciding what will happen to your pension when you pass away. This ensures your wishes are carried out and your loved ones are protected. Share this page with your spouse, common-law partner, or beneficiary so they know what to do.

Death after retirement

If you die after retirement, benefits payable to your spouse will depend on the pension payment option you choose when you retired.

Email or Fax: Download the form, complete it and email to askus@cssb.mb.ca or fax to 204.945.0237

Phone: 204.946.3200

Address
Member’s full name
Date of birth
Date of death

CSSB Personal Identification Number (PIN), if known
Contact information for executor or administrator (if applicable)
Name of spouse or partner, their birth date, and contact information (if applicable)

Documents	Notes
A copy or picture of the Certificate of Death or Funeral Director’s Statement	Needed in all cases.
Notarial copy of Will, Grant of Probate or Letters of Administration	May be needed if pension or insurance benefits are payable to an estate. CSSB will let the executor or administrator know if this is required.
Please confirm with CSSB that you are entitled to these benefits before completing these forms:
Direction for Payment form	Needed if a monthly pension is to continue to a survivor or other beneficiary.
Federal and Provincial TD1 tax forms	Needed if a monthly pension is to continue to a survivor or other beneficiary.
Claimant’s Statement	Needed if there is a named beneficiary or beneficiaries for processing life insurance.

Additional documents may be needed depending on the pension option selected by the member.

Whether monthly pension benefits continue after a retired member’s death depends on the option chosen at retirement:

Survivor option: Benefits may continue if the member dies before their spouse or partner.

Guarantee option: Benefits may continue to a named beneficiary if the guarantee period hasn’t ended.

Death before retirement

If you die before retirement, your spouse is entitled to a death benefit. Depending on the size of your pension, your spouse can take a monthly pension for life of a lump sum payment. If you don’t have a spouse, a lump sum is paid to your beneficiary or estate.

If a married spouse survives you, CSSB needs the following:

Copy of marriage certificate
Copy of death certificate or funeral director’s statement
Copy of member’s proof of age
Copy of spouse’s proof of age

Proof of age is a copy of one of the following:

Birth certificate
Valid Canadian passport
Valid driver’s license
Canadian citizenship card
Permanent resident card

A common-law partner is either

A person who registered a common-law relationship under Section 13.1 of The Vital Statistics Act
or
A person who lived in a conjugal relationship without being married

for at least three years, if either partner is married
or
for at least one year, if neither partner is married

Common-law partner documentation

CSSB needs to confirm if a common-law partner can receive benefits. If the relationship was registered with Vital Statistics, provide a copy of the certificate.

If the relationship wasn’t registered, CSSB needs:

Two affidavits from family or friends confirming details such as the length of time the couple lived together and whether either partner was married before.
Two documents from this list:
- Joint bank account documents
- Joint mortgage agreement
- Joint rental agreement
- Joint credit card statements
- Joint income tax returns
- Joint health coverage
All of these:
- A declaration form stating the length of time the couple lived together and whether either party was married
- Copy of member’s death certificate or funeral director’s statement
- Copy of member’s proof of age
- Copy of partner’s proof of age

If you are not survived by a spouse or common-law partner, CSSB will need the following:

Marital Common-Law Relationship Status form
Copy of member’s proof of death
Copy of member’s proof of age

CSSB may also need:

Notarial copy of a Will (may be subject to Probate) or Letters of Administration

If your spouse or common-law partner has waived their right to the pension benefits or if you don’t have an eligible spouse or partner, you can name a beneficiary with:

A pre-retirement beneficiary designation form
A handwritten, signed letter
A pre-retirement beneficiary form signed by a Power of Attorney (must include the Power of Attorney document)
A Will

Forms

Pre-Retirement Beneficiary Designation Form

Death Reporting Form

TD1 (provincial and federal)

Many life changes can affect your pension. Explore the different events below to learn more. Contact CSSB if you have questions.

Smiling woman shaking hands with a man seen from behind, while her happy partner looks on

Join the plan

Get married or move in together

Move

Start or expand your family

Smiling man holding an tablet, standing outside an office building

Change employer (within the plan)

smiling woman sitting at a desk in a classroom

Take a leave of
absence

Image of documents with pair of wedding bands and a pen on top. person sitting on either side of the table with hands crossed.

Divorce or separate

Leave employment (for any reason) / terminations

Experience a disability or illness

Retire

Woman sitting at desk on phone, writing on paper

Work past age 71

Death

Email or Fax: Download the form, complete it and email to askus@cssb.mb.ca or fax to 204.945.0237

Phone: 204.946.3200

Address
Member’s full name
Date of birth
Date of death

CSSB Personal Identification Number (PIN), if known
Contact information for executor or administrator (if applicable)
Name of spouse or partner, their birth date, and contact information (if applicable)

Documents	Notes
A copy or picture of the Certificate of Death or Funeral Director’s Statement	Needed in all cases.
Notarial copy of Will, Grant of Probate or Letters of Administration	May be needed if pension or insurance benefits are payable to an estate. CSSB will let the executor or administrator know if this is required.
Please confirm with CSSB that you are entitled to these benefits before completing these forms:
Direction for Payment form	Needed if a monthly pension is to continue to a survivor or other beneficiary.
Federal and Provincial TD1 tax forms	Needed if a monthly pension is to continue to a survivor or other beneficiary.
Claimant’s Statement	Needed if there is a named beneficiary or beneficiaries for processing life insurance.

Additional documents may be needed depending on the pension option selected by the member.

Whether monthly pension benefits continue after a retired member’s death depends on the option chosen at retirement:

Survivor option: Benefits may continue if the member dies before their spouse or partner.

Guarantee option: Benefits may continue to a named beneficiary if the guarantee period hasn’t ended.

If a married spouse survives you, CSSB needs the following:

Copy of marriage certificate
Copy of death certificate or funeral director’s statement
Copy of member’s proof of age
Copy of spouse’s proof of age

Proof of age is a copy of one of the following:

Birth certificate
Valid Canadian passport
Valid driver’s license
Canadian citizenship card
Permanent resident card

A common-law partner is either

A person who registered a common-law relationship under Section 13.1 of The Vital Statistics Act
or
A person who lived in a conjugal relationship without being married

for at least three years, if either partner is married
or
for at least one year, if neither partner is married

Common-law partner documentation

CSSB needs to confirm if a common-law partner can receive benefits. If the relationship was registered with Vital Statistics, provide a copy of the certificate.

If the relationship wasn’t registered, CSSB needs:

Two affidavits from family or friends confirming details such as the length of time the couple lived together and whether either partner was married before.
Two documents from this list:
- Joint bank account documents
- Joint mortgage agreement
- Joint rental agreement
- Joint credit card statements
- Joint income tax returns
- Joint health coverage
All of these:
- A declaration form stating the length of time the couple lived together and whether either party was married
- Copy of member’s death certificate or funeral director’s statement
- Copy of member’s proof of age
- Copy of partner’s proof of age

If you are not survived by a spouse or common-law partner, CSSB will need the following:

Marital Common-Law Relationship Status form
Copy of member’s proof of death
Copy of member’s proof of age

CSSB may also need:

Notarial copy of a Will (may be subject to Probate) or Letters of Administration

If your spouse or common-law partner has waived their right to the pension benefits or if you don’t have an eligible spouse or partner, you can name a beneficiary with:

A pre-retirement beneficiary designation form
A handwritten, signed letter
A pre-retirement beneficiary form signed by a Power of Attorney (must include the Power of Attorney document)
A Will

Forms

Pre-Retirement Beneficiary Designation Form

Death Reporting Form

TD1 (provincial and federal)

Members

`New member`

`Mid-career member`

`Late-career member`

`Retired member`

Investments information

Environmental, social, and governance

Investments performance

Death

Death

Death after retirement

Death before retirement

If a married spouse survives you, CSSB needs the following:

Proof of age is a copy of one of the following:

A common-law partner is either

Common-law partner documentation

Forms

Death

Death after retirement

Death before retirement

If a married spouse survives you, CSSB needs the following:

Proof of age is a copy of one of the following:

A common-law partner is either

Common-law partner documentation

Forms