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, it is a more efficient and cost-effective way to administer the Plan and receive up-to-date information.
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 this form. 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 this 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 this form 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 this form. 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 Form
Complete and submit this form to enrol eligible employees in the Plan.
Notice of Termination of Plan Membership
When a member’s employment ends, employers must complete and submit this form with final earnings, contributions, and service information for the member.
Three forms are required for obtaining 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.
- Member’s Application for Pension Accrual While Disabled
This form is to be filled out by the member. - 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.
Designation of Beneficiary Form
Complete and submit this form to designate or make changes to your beneficiaries. For more information, refer to the Designating Beneficiaries (Pre-Retirement) Information Sheet.
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 this form and submit it to SHEPP prior to the date the leave begins.
Member Change of Information Form
Complete and submit this form to change a member’s biographic and/or spousal information.
SHEPPweb Registration Guide
To access SHEPPweb for Employers, your organization must register one to three authorized officers. Authorized officers can then use the Employer Access Request tool on SHEPPweb to manage Administrative User access.
Transfer of Benefits Form
Complete and submit this 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.