If there is any discrepancy between this information and the Plan, the provisions of the Teachers' Pension Plans Act and applicable legislation will determine entitlements and options available.
Any Matrimonial Property Order (MPO) filed with ATRF on or after May 1, 2010 must be in accordance with the May 1, 2004 Regulations which provides for a lump-sum payment division, unless the pension is already in pay.
ATRF will continue to administer MPOs that were filed as of April 30, 2010 under the previous laws and that are in compliance with Section 45 of the Teachers’ Pension Plans (Legislative Provisions) Regulation (AR 204/95), i.e., division only upon the retirement, termination, or death of the member.
The Regulations regarding the division of pensions on marriage breakdown apply to members who were legally married and have since divorced. They do not apply to common-law or same-gender relationships as these relationships are not covered under Alberta’s Matrimonial Property Act.
The Period of Joint Accrual is generally the period during which the parties were married while the member was a member of the Plan.
To request a valuation of the Benefit Entitlement, complete and return a Request for Statement of Benefit Entitlement form.
See the publication Division of Pension on Marriage Breakdown for Retired Members for more information, which includes:
- Request for Statement of Benefit Entitlement form, and
- a Draft Order.
You can also refer to the May 1, 2004 Regulations.