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02 -
HUMAN RESOURCES / WORKING CONDITIONS AND BENEFITS |
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02.27 |
Pension plans – Employees |
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Employee
pension plan records relating to: enrolment, participation records for
unpaid leave or following retirement, pension estimates, status of
contributions and interest, correspondence transfers, contributions,
entitlement statements following legal separation, divorce or annulment of
marriage (division of family patrimony), dependent minor children
certificates, requests for corrections, declarations of common-law spouse,
buy-back requests, employment termination notices, applications for
pension benefits, severance pay, etc. |
|
Copy |
Unit |
Active |
Semi-active |
Inactive |
|
primary
[ a ] |
unit
responsible |
X1 |
X2 |
D |
|
secondary [ a ] |
other
units concerned |
1 year |
|
D |
|
N o t e s
:
( D = Destruction
R = Retention )
1
Retention 1 year following transfer of pension funds to another
institution or after full settlement to beneficiary and his/her
successors. Contribution statements destroyed on receipt of a new version.
2 In the case of departure or transfer, retain until the 100th
anniversary of employee’s birth. Retain statements of contributions and
interest until replacement by a new version. |
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[
] = medium --->a = paper b = microfilm c =
electronic d = audio-visual e = other |
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