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 in to SHEPPweb, you can:
- Enrol and terminate members and update member information;
- Communicate securely with SHEPP via the 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.
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.
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.
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.
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.
Enrolment
Enrol eligible employees in the Plan with the 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.
Three forms are required for both obtaining and continuing SHEPP-approved disability status, all of which are sent to a third party adjudicator for approval. If approved, the member’s pension will continue to accrue.
- Employer’s Statement of Disability
This form is to be filled out by the employer. - Physician’s Statement of Disability
This form is to be filled out by the member and their physician. - Member Form (varies)
- Member’s Application for Pension Accrual While Disabled
This form is needed for members to obtain SHEPP-approved disability status. This form is to be filled out by the member. - 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 needed for members to continue their SHEPP-approved disability status. This form is to be filled out by the member.
- Member’s Application for Pension Accrual While Disabled
Designating Beneficiaries Information Sheet
Designation of Beneficiary Form
Complete and submit this form to designate or make changes to your beneficiaries.
Leave of Absence Purchase Member Notification
When a Plan member’s request for an unpaid leave of absence has been approved by the employer, both the employer and member must complete a Leave of Absence Purchase Member Notification and submit it to SHEPP prior to the date the leave begins.
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.
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.
SHEPPweb Employer Access Agreement
SHEPPweb Employer Registration Package
To be provided with access to SHEPPweb for Employers, an organization must register its authorized officer(s). They can appoint up to 12 administrative users who must also abide by the terms and conditions of the SHEPPweb Employer Access Agreement.
Transfer of Benefits
Complete and submit a Transfer of Benefits form to transfer a member’s contributions and credited service to another SHEPP participating employer, pursuant to the terms for SAHO/CUPE or SAHO/SUN collective agreements.