If you establish a common-law (includes same-gender) relationship, be sure to complete an Information Update form and a Designating a Beneficiary form to provide the following information:
- change of address, if applicable,
- your spouse/pension partner's name and date of birth,
- any change in your beneficiary designation (Remember to name someone other than your spouse/pension partner. See below for an explanation.)
Both forms can be downloaded from this website, or obtained from your employer or ATRF.
Providing your spouse/pension partner’s information will allow us to provide more detailed information on your Plan Member Statement.
Your spouse/pension partner is automatically your primary beneficiary, regardless of whom you have named on your Designating a Beneficiary form. For more information about priority of beneficiaries, refer to Death Before Retirement.
Since common-law (includes same-gender) relationships are not covered under Alberta’s Matrimonial Property Act, the pension cannot be shared if there is a breakdown in the relationship.