Potpourri
What is the name of the employer portal?
PAL
What is the name of the for the new product CAAT is launching this fall ?
Growth Plus formally known as DB flex
Can a DB plus member move their former DB pension directly to the CAAT
No-If the previous membership was in a defined benefit plan, they must have transferred the value of that pension into such an account.
What form do you use to initiate a Family law value and where do you find it?
Use the FSRA Application for Family Law Value Family Law Form FL–1 (Form FL-1) located on the FSRS website. (www.fsrao.ca)
Where would you direct a member who needs to update their address?
Member Information/Contact information
What is the correct Category and Subcategory for a caller asking for information on signing up for a webinar
Other/Member Presentations
Who is eligible for GROWTHplus?
GROWTHplus is exclusively reserved for members who have a defined benefit pension with CAAT. This includes active, deferred and retired CAAT Pension Plan members.
What form do you use to transfer your RRSP to an RPP?
What is the cost to have a FLV calculated with CAAT ?
$0.00-
Where would a retired member be able to view their monthly pension payment details?
Member Information/Payment history
What is the name of Sonny's boss, the Chief Pension Officer?
Evan Howard
How can members learn about GROWTHplus?
By signing up to CAAT’s 3 Innovation mailing list, attending the GROWTHplus webinar on October 9 and reading the member newsletter available September 18.
What is the maximum amount you can contribute for a db plus purchase ?
18% of your T4 earnings for the period you are purchasing, or the amount of funds in your registered retirement savings accounts, whichever is lower.
What is CAAT's registration #
0589895
How would a member access their 2021 annual statement?
Go to Document Centre then either enter search criteria in the Find a document section then Search, or scroll through the documents in the Search Results field to find the correct statement. Click on the document to download to their computer, and open.
- What is CAAT's fax #?
416-673-9028
What was the 2023 rate of return for the CAAT pension?
The Plan returned 9.5% in 2023 net of management fees.
Where can we find the status of a purchase over payment ?
\\michener.caatpension.on.ca\member\Member Overpayments\Consolidated Overpayment Tracker New.xlsx
Can a common law spouse apply for a FLV value ?
If a member has run an estimate for an early reduced retirement, where would they go to see how much the reduction is?
They would click on the Detailed Explanation below the estimate.
What do PBA and ITA stand for?
Pension Benefits Act and Income Tax Act
What new and exciting information will be sent to our TPA members regarding Growth plus?
Opportunity to register for the portal. We will provide Mkey and instructions on how to register.
How can a member request the 2017 strike purchase quote ?
Email some one on the purchase team to have them send it to the member.
The application form cannot be processed without the following required documents-What are they ?
What currently prevents a member from retiring online?
If there are any excess contributions, they will not currently be able to retire online?