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Member 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.

Designation of Beneficiary
Complete and submit this form to designate or make changes to your beneficiaries. For more information refer to the Designating Beneficiary Info Sheet(Pre-retirement). Download Designation of Beneficiary Form.

Authorization Forms

Authorization for Third Party Access to Private Information
Complete and submit this form to authorize SHEPP to share your personal information with the third party you identify. It is SHEPP's policy not to disclose a member's personal information to a third party unless the member has provided SHEPP with written authorization to do so. Download Authorization for Third Party Access to Private Information Form.

Direct Deposit Authorization
Complete and submit this form to ensure your monthly pension payment is deposited directly into your account. Download Direct Deposit Authorization Form.

Spouse's Waivers

Spouse's Waiver of Pre-Retirement Survivor Benefit
This waiver must be completed and submitted by the spouse of a member or former member, where the spouse wishes to waive entitlement to the pre-retirement survivor benefit provided under section 33 of The Pension Benefits Act, 1992. Download Spouse's Waiver of Pre-Retirement Survivor Benefit Form..

Spouse's Waiver of 60% Post-Retirement Survivor Benefit
This waiver must be completed and submitted by the spouse of a member or former member, where the spouse wishes to waive entitlement to the post-retirement survivor benefit provided under Section 34 of The Pension Benefits Act, 1992.This form must be signed not more than 90 days prior to the member's retirement. Download Spouse's Waiver of 60% Post-Retirement Survivor Benefit Form.