Slide 1
Hi! My name is David and I will take you through the process of submitting an application for the registration of a pension plan amendment through the Pension Services Portal.

Slide 2
Before we get started, there are a few important things you need to understand:

• Pension Services Portal (or PSP) accounts are issued to individuals and must not be shared. If several individuals need access to the PSP, they are all required to have their own PSP accounts.

• If FSCO becomes aware that your account has been incorrectly activated or shared, or used to gain unauthorized access to the PSP, we will notify you that your account has been suspended. For security purposes, FSCO may cancel any improper delegations or other account activities that occurred while your account was compromised. Keep in mind that account suspensions and cancelled delegations are not considered acceptable reasons for requesting an extension of a filing deadline. As a result, late fees or other penalties may be incurred.

Slide 3
Before you can log into the PSP, you must activate your PSP account and complete the initial log-in process.

If you still need to complete these steps, visit FSCO's website where you can access a video on "Activating Your PSP Account".

Slide 4
Let's begin by visiting FSCO's home page at Scroll down the page until you find the "Key Services" section and click on the "Pension Services Portal" button.

Slide 5
This link will take you to FSCO's Pension Services Portal home page. At the bottom of the page, click on the link "Go to the PSP".

Slide 6
You will now see the PSP log-in page. Please enter your user name and customized password that you created during the activation process. Then click on the "Enter" button.

Slide 7
After you log-in, you will see the My Profile page. In the top navigation bar, select "Applications".

Slide 8
You will now see the Application Record page. To begin a new amendment, click on the "New Application" button.

Slide 9
You should now see the Application Profile page. Choose "Amendment" as the application type from the list of options. Complete the questions on your screen and click on the "Start" button.

Slide 10
You will now see the Application Workspace page. Click on "Add Amendment Detail" in the "Actions" box.

Slide 11
The "Add Amendment Detail" function will ask you interactive questions. You will need to provide information about the changes that are being made through the pension plan amendment.

Slide 12
When you've completed answering the questions, you will be returned to the Application Workspace page. Please be aware that you must go through the "Add Amendment Detail" function for each additional change that you included in your pension plan amendment.

Slide 13
This includes any changes that are occurring on different effective dates, as well as multiple changes that take effect on the same date. In either case, you must enter each change separately.

Slide 14
When you've finished adding the changes, the Warnings box will indicate which documents you are required to submit with your application. Click on "Attach Document" in the "Actions" box to upload your documents.

Slide 15
On the "Attach Document" page, click on "Document Type" to see the list of required documents, plus other optional documents that you may want to submit.

Click on "Browse" to choose the PDF file you want to attach. Then click on the "Save and Close" button.

Slide 16
Once you've completed these steps, you should see the Application Workspace page. Note that you must go through the "Attach Document" function for each document that you want submit with your amendment.

Slide 17
The information that you provide will be used to populate Form 1.1. To view or print the form, click on "View Form 1.1 (PDF)" in the "Actions" box.

Slide 18
When you are ready to submit your application, click on "Submit" in the "Actions" box. If "Submit" is greyed out, check for messages in the "Warnings" box and make any necessary changes to fix the issues.

Slide 19
You now need to complete the Administrator's Certification and click on the "Certify and Submit" button.

Slide 20
You should receive an automated email that confirms FSCO has received your application for the registration of a pension plan amendment.

Slide 21
FSCO will review your application. If it's registered, you will receive an email that notifies you that FSCO has registered your pension plan amendment. If your application is not registered, you will be contacted by the FSCO staff member that is responsible for your pension plan.

Slide 22
Once your application is registered, you can view and print the Notice of Registration of Amendment by clicking on the file name in the Correspondence box on the Application Workspace page.

Slide 23
If you have any questions or issues about submitting an application for registering a pension plan amendment, please contact us by email at or call (416) 590-7177.

Slide 24
We encourage you to visit FSCO's website where you can access additional videos and resources related to the PSP and the pension industry.

This includes:
• instructional videos on the PSP;
• frequently asked questions;
• instructions;
• FSCO's Pension e-Bulletin;
• RSS feeds and much more!

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