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Employer Forms

SHEPP PDF forms require Adobe Reader. If you receive an error message when accessing a form, download and then open the form using the free Adobe Reader.

Tired of filling out forms?

SHEPPweb is the secure online site with a portal specifically for SHEPP employers. Designed to make your life easier, SHEPPweb is a more efficient and cost-effective way to administer the Plan and receive up-to-date information. Once you've signed into SHEPPweb you can:

  • Enrol and terminate members and update member information;
  • Communicate securely with SHEPP via Secure Mailbox;
  • Submit arrears notices;
  • Access information and reports;
  • Perform monthly data reconciliation and annual data verification;
  • Upload electronic files to SHEPP;
  • Use the online SHEPP Pension Adjustment Calculator; and
  • Access the Employer Administration Manual

For more information or to register refer to SHEPPweb for Employers.

Contributions

Current Year Contribution Arrears Notice
When a plan member falls into current year arrears, the employer must notify SHEPP by completing a Current Year Contribution Arrears Notice. Then, through current year payroll processing, calculate, collect and remit the principal arrears contribution prior to the end of the current payroll year. Download Current Year Contribution Arrears Notice Form.

Monthly Contribution Report
Member and employer contributions must be remitted each month, along with a Monthly Contribution Report. The deadline for remitting contributions is the 15th day of the following month. Download Monthly Contribution Report Form.

Payroll Contribution Adjustment Notice
Adjustments that are not arrears must be reported using the Payroll Contribution Adjustment Notice so that correct earnings and hours are appropriated each month. Download Payroll Contribution Adjustment Notice Form.

Prior Year(s) Contribution Arrears Notice
When a Plan member falls into prior year arrears, the employer must notify SHEPP by completing a Prior Year(s) Contribution Arrears Notice. SHEPP will calculate the contribution arrears due to the plan. The arrears must be collected and remitted outside current year payroll processing as there are special tax reporting and accounting procedures for prior year arrears. Download Prior Year(s) Contribution Arrears Notice Form.

Designation of Beneficiary
Complete and submit this form to designate or make changes to your beneficiaries. For more information refer to the Designating a Beneficiary Information Sheet. Download Designation of Beneficiary Form.

Plan Membership

Enrolment
Enrol eligible employees in the Plan with the Enrolment form. Download Enrolment Form.

Notice of Termination of Plan Membership
When a member's employment ends, employers must complete and submit a Notice of Termination of Plan Membership with final earnings, contributions and service information for the member. Download Notice of Termination of Plan Membership Form.

Disability

Employer's Statement of Disability
This is one of three forms needed for members to obtain SHEPP-approved disability status (along with Member Application for Pension Accrual While Disabled and Physician's Statement of Disability), all of which are sent to a third party adjudicator for approval. If approved, the member's pension will continue to accrue. This form is to be filled out by the employer. Download Employer's Statement of Disability Form.

Member's Application for Pension Accrual While Disabled
This is one of three forms needed for members to obtain SHEPP-approved disability status (along with Physician's Statement of Disability and Employer's Statement of Disability), all of which are sent to a third party adjudicator for approval. If approved, the member's pension will continue to accrue. This form is to be filled out by the member. Download Member's Application for Pension Accrual While Disabled Form.

Member's Application for Continuation of Pension Accrual While Disabled
This form is used when an existing period of Disability is extended by the employer. It is one of three forms needed for members to continue their SHEPP-approved disability status (along with Physician's Statement of Disability and Employer's Statement of Disability), all of which are sent to a third party adjudicator for approval. If approved, the member's pension will continue to accrue. This form is to be filled out by the member. Download Member's Application for Continuation of Pension Accrual While Disabled Form.

Physician's Statement of Disability
This is one of three forms needed for members to obtain SHEPP-approved disability status (along with Member Application for Pension Accrual While Disabled and Employer's Statement of Disability), all of which are sent to a third party adjudicator for approval. If approved, the member's pension will continue to accrue. This form is to be filled out by the member and their physician. Download Physician's Statement of Disability Form.

Leave of Absence Purchase Member Notification
When a Plan member's request for unpaid leave of absence has been approved by the employer, both employer and member must complete a Leave of Absence Purchase Member Notification and submit it to SHEPP prior to the date the leave begins. Download Leave of Absence Purchase Member Notification Form.

Member Change of Information
To change a member's biographic and/or spousal information a Member Change of Information form must be completed and submitted. Download Member Change of Information Form.

Request for Pension Estimate
Employers may provide a Request for Pension Estimate form to members who would like to request a SHEPP pension projection be prepared and sent by mail. Active Plan members may perform unlimited pension projections themselves using SHEPPweb. Download Request for Pension Estimate Form.

SHEPPweb Employer Access Agreement
SHEPPweb Employer Registration Package
To be provided with access to SHEPPweb for Employers, an organisation must register its authorised officer(s). They can appoint up to 12 administrative user who must also abide by the terms and conditions of the SHEPPweb Employer Access Agreement. Download SHEPPweb Employer Access Agreement Form. Download SHEPPweb Employer Registration Package.

Transfer of Benefits
Complete and submit a Transfer of Benefits form to transfer a member's contribution and credited service to another SHEPP participating employer, pursuant to the terms for SAHO/CUPE or SAHO/SUN collective agreements. Download Transfer of Benefits Form.