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Version of document from 2010-01-01 to 2010-03-31:

Old Age Security Act

R.S.C., 1985, c. O-9

An Act to provide for old age security

Short Title

Marginal note:Short title

 This Act may be cited as the Old Age Security Act.

  • R.S., c. O-6, s. 1

Interpretation

Marginal note:Definitions

 In this Act,

allowance

allocation

allowance means the allowance authorized to be paid under Part III; (allocation)

applicant

demandeur

applicant means a person who has applied, or is deemed to have applied, for a benefit, or with respect to whom an application for a benefit has been waived; (demandeur)

application

Version anglaise seulement

application means an application for a benefit; (Version anglaise seulement)

beneficiary

prestataire

beneficiary means a person to whom payment of a benefit has been approved; (prestataire)

benefit

prestation

benefit means a pension, supplement or allowance; (prestation)

cheque

chèque

cheque means any instrument issued in payment of a benefit; (chèque)

common-law partner

conjoint de fait

common-law partner, in relation to an individual, means a person who is cohabiting with the individual in a conjugal relationship at the relevant time, having so cohabited with the individual for a continuous period of at least one year. For greater certainty, in the case of an individual’s death, the “relevant time” means the time of the individual’s death; (conjoint de fait)

Consumer Price Index

indice des prix à la consommation

Consumer Price Index, with respect to any adjustment quarter, means the average for that adjustment quarter of the Consumer Price Index for Canada, as published by Statistics Canada under the authority of the Statistics Act, for each month in that adjustment quarter; (indice des prix à la consommation)

first adjustment quarter

premier trimestre de rajustement

first adjustment quarter, in relation to a payment quarter, means,

  • (a) if the payment quarter commences on the first day of April in a payment period, the period of three months commencing on the first day of November immediately before that first day of April,

  • (b) if the payment quarter commences on the first day of July in a payment period, the period of three months commencing on the first day of February immediately before that first day of July,

  • (c) if the payment quarter commences on the first day of October in a payment period, the period of three months commencing on the first day of May immediately before that first day of October, and

  • (d) if the payment quarter commences on the first day of January in a payment period, the period of three months commencing on the first day of August immediately before that first day of January; (premier trimestre de rajustement)

income

revenu

income of a person for a calendar year means the person’s income for the year, computed in accordance with the Income Tax Act, except that

  • (a) there shall be deducted from the person’s income from office or employment for the year

    • (i) a single amount in respect of all offices and employments of that person equal to

      • (A) for the purpose of determining benefits payable in respect of any month before July 2008, the lesser of $500 and one fifth of the person’s income from office or employment for the year, or

      • (B) for the purpose of determining benefits payable in respect of any month after June 2008, the lesser of $3,500 and the person’s income from office or employment for the year,

    • (ii) the amount of employee’s premiums paid by the person during the year under the Employment Insurance Act, and

    • (iii) the amount of employee’s contributions made by the person during the year under the Canada Pension Plan or a provincial pension plan as defined in section 3 of that Act,

  • (b) there shall be deducted from the person’s self-employment earnings for the year

    • (i) the amount of contributions made in respect of those self-employed earnings by the person during the year under the Canada Pension Plan or a provincial pension plan as defined in section 3 of that Act, and

    • (ii) the amount of premium paid by the person during the year under Part VII.1 of the Employment Insurance Act,

  • (c) there shall be deducted from the person’s income for the year, to the extent that those amounts have been included in computing that income,

    • (i) the amount of any benefit under this Act and any similar payment under a law of a provincial legislature,

    • (ii) the amount of any death benefit under the Canada Pension Plan or a provincial pension plan as defined in section 3 of that Act, and

    • (iii) the amount of any social assistance payment made on the basis of a means, a needs or an income test by a registered charity as defined in subsection 248(1) of the Income Tax Act or under a program provided for by an Act of Parliament or a provincial legislature that is neither a program prescribed under the Income Tax Act nor a program under which the amounts referred to in subparagraph (i) are paid,

  • (d) there shall be deducted from the person’s income for the year three times the amount, if any, by which

    • (i) the total of any amounts that may be deducted under section 121 of the Income Tax Act in computing the person’s tax payable for the year

    exceeds

    • (ii) the person’s “tax for the year otherwise payable under this Part” (within the meaning assigned by subsection 126(7) of the Income Tax Act for the purposes of paragraph 126(1)(b) of that Act) for the year, and

  • (e) there shall be deducted from the person’s income for the year any amount included under paragraph 56(1)(q.1) or subsection 56(6) of the Income Tax Act and there shall be included in the person’s income for the year any amount that may be deducted under paragraph 60(y) or (z) of that Act; (revenu)

Minister

ministre

Minister means the Minister of Social Development; (ministre)

payment period

période de paiement

payment period, in relation to a month, means

  • (a) the fiscal year that includes the month, where the month is before April, 1998,

  • (b) the period that begins on April 1, 1998 and ends on June 30, 1999, where that period includes the month, and

  • (c) the period after June 30, 1999 that begins on July 1 of one year and ends on June 30 of the next year, where that period includes the month; (période de paiement)

payment quarter

trimestre de paiement

payment quarter means a period of three months commencing on the first day of April, July, October or January in a payment period; (trimestre de paiement)

pension

pension

pension means a monthly pension authorized to be paid under Part I; (pension)

pensioner

pensionné

pensioner means a person whose application for a pension has been approved; (pensionné)

prescribed

Version anglaise seulement

prescribed means prescribed by the regulations; (Version anglaise seulement)

Review Tribunal

tribunal de révision

Review Tribunal means a Canada Pension Plan — Old Age Security Review Tribunal established under section 82 of the Canada Pension Plan; (tribunal de révision)

second adjustment quarter

second trimestre de rajustement

second adjustment quarter, in relation to a payment quarter, means,

  • (a) if the payment quarter commences on the first day of April in a payment period, the period of three months commencing on the first day of August immediately before that first day of April,

  • (b) if the payment quarter commences on the first day of July in a payment period, the period of three months commencing on the first day of November immediately before that first day of July,

  • (c) if the payment quarter commences on the first day of October in a payment period, the period of three months commencing on the first day of February immediately before that first day of October, and

  • (d) if the payment quarter commences on the first day of January in a payment period, the period of three months commencing on the first day of May immediately before that first day of January; (second trimestre de rajustement)

special qualifying factor

facteur d’admissibilité

special qualifying factor of a person for a month before April 1996 means one and for a month after March 1996 means

  • (a) one, where the person is not a specially qualified individual, and

  • (b) where the person is a specially qualified individual, the fraction of which

    • (i) the numerator is the aggregate period (expressed in the number of years and, where the number of years is not a whole number, rounded down to the next lower whole number) as of the last day of the immediately preceding month, during which the individual has resided in Canada after attaining eighteen years of age, and

    • (ii) the denominator is 10; (facteur d’admissibilité)

specially qualified individual

particulier déterminé

specially qualified individual means a person who has not resided in Canada after attaining eighteen years of age for an aggregate period of ten or more years other than such a person to whom a pension or allowance was payable

  • (a) for the month of March 1996 or an earlier month, or

  • (b) for the month of January 2001 or an earlier month, where, before March 7, 1996, the person was residing in Canada as a Canadian citizen or a permanent resident within the meaning of subsection 2(1) of the Immigration and Refugee Protection Act; (particulier déterminé)

spouse

spouse[Repealed, 2000, c. 12, s. 192]

spouse’s allowance

spouse’s allowance[Repealed, 2000, c. 12, s. 192]

supplement

supplément

supplement means a monthly guaranteed income supplement authorized to be paid under Part II; (supplément)

survivor

survivant

survivor means a person whose spouse or common-law partner has died and who has not thereafter become the spouse or common-law partner of another person. (survivant)

widow

widow[Repealed, 2000, c. 12, s. 192]

  • R.S., 1985, c. O-9, s. 2
  • R.S., 1985, c. 34 (1st Supp.), s. 1
  • 1995, c. 33, s. 1
  • 1996, c. 11, s. 95, c. 18, s. 50
  • 1998, c. 21, ss. 105, 119(E)
  • 1999, c. 22, s. 87
  • 2000, c. 12, ss. 192, 209(E)
  • 2001, c. 27, s. 263
  • 2005, c. 35, s. 67
  • 2006, c. 4, s. 180
  • 2007, c. 35, s. 129
  • 2008, c. 28, s. 156
  • 2009, c. 33, s. 31

PART IMonthly Pension

Pension Payable

Marginal note:Payment of full pension

  •  (1) Subject to this Act and the regulations, a full monthly pension may be paid to

    • (a) every person who was a pensioner on July 1, 1977;

    • (b) every person who

      • (i) on July 1, 1977 was not a pensioner but had attained twenty-five years of age and resided in Canada or, if that person did not reside in Canada, had resided in Canada for any period after attaining eighteen years of age or possessed a valid immigration visa,

      • (ii) has attained sixty-five years of age, and

      • (iii) has resided in Canada for the ten years immediately preceding the day on which that person’s application is approved or, if that person has not so resided, has, after attaining eighteen years of age, been present in Canada prior to those ten years for an aggregate period at least equal to three times the aggregate periods of absence from Canada during those ten years, and has resided in Canada for at least one year immediately preceding the day on which that person’s application is approved; and

    • (c) every person who

      • (i) was not a pensioner on July 1, 1977,

      • (ii) has attained sixty-five years of age, and

      • (iii) has resided in Canada after attaining eighteen years of age and prior to the day on which that person’s application is approved for an aggregate period of at least forty years.

  • Marginal note:Payment of partial pension

    (2) Subject to this Act and the regulations, a partial monthly pension may be paid for any month in a payment quarter to every person who is not eligible for a full monthly pension under subsection (1) and

    • (a) has attained sixty-five years of age; and

    • (b) has resided in Canada after attaining eighteen years of age and prior to the day on which that person’s application is approved for an aggregate period of at least ten years but less than forty years and, where that aggregate period is less than twenty years, was resident in Canada on the day preceding the day on which that person’s application is approved.

  • Marginal note:Amount of partial pension

    (3) The amount of a partial monthly pension, for any month, shall bear the same relation to the full monthly pension for that month as the aggregate period that the applicant has resided in Canada after attaining eighteen years of age and prior to the day on which the application is approved, determined in accordance with subsection (4), bears to forty years.

  • Marginal note:Rounding of aggregate period

    (4) For the purpose of calculating the amount of a partial monthly pension under subsection (3), the aggregate period described in that subsection shall be rounded to the lower multiple of a year when it is not a multiple of a year.

  • Marginal note:Additional residence irrelevant for partial pensioner

    (5) Once a person’s application for a partial monthly pension has been approved, the amount of monthly pension payable to that person under this Part may not be increased on the basis of subsequent periods of residence in Canada.

  • R.S., c. O-6, s. 3
  • R.S., c. 21(2nd Supp.), s. 1
  • 1972, c. 10, s. 2
  • 1976-77, c. 9, s. 1

Marginal note:Residence in Canada must be or have been legal

  •  (1) A person who was not a pensioner on July 1, 1977 is eligible for a pension under this Part only if

    • (a) on the day preceding the day on which that person’s application is approved that person is a Canadian citizen or, if not, is legally resident in Canada; or

    • (b) on the day preceding the day that person ceased to reside in Canada that person was a Canadian citizen or, if not, was legally resident in Canada.

  • Marginal note:Regulations respecting legal residence

    (2) The Governor in Council may make regulations respecting the meaning of legal residence for the purposes of subsection (1).

  • 1976-77, c. 9, s. 1

Marginal note:Limitations

  •  (1) No pension may be paid to any person unless that person is qualified under subsection 3(1) or (2), an application therefor has been made by or on behalf of that person and the application has been approved, and, except as provided in this Act, no pension may be paid to any person in respect of any period prior to the day on which that person’s application is approved.

  • Marginal note:Application deemed to have been made and approved

    (2) Where an allowance ceases to be payable to a person by reason of that person having reached sixty-five years of age, the Minister may deem an application under subsection (1) to have been made by that person and approved, on the day on which the person reached that age.

  • R.S., 1985, c. O-9, s. 5
  • 1995, c. 33, s. 2
  • 2000, c. 12, s. 209(E)

Marginal note:Withdrawal of application

  •  (1) An applicant may withdraw an application for a pension by giving a written notice of their withdrawal to the Minister at any time before payment of the pension commences.

  • Marginal note:Effect of withdrawal

    (2) If an application for a pension is withdrawn under subsection (1), the withdrawn application shall not after that time be used for the purpose of determining the applicant’s eligibility for a pension.

  • 2007, c. 11, s. 15

Information from Statistics Canada

Marginal note:Census statistics

 Subject to the conditions specified in the regulations, the Minister is entitled, for the purpose of ascertaining the age of any pensioner or any applicant for a pension, to obtain from Statistics Canada, on request, any information respecting the age of a pensioner or applicant that is contained in the returns of any census taken more than thirty years before the date of the request.

  • R.S., c. O-6, s. 3
  • 1970-71-72, c. 15, s. 39

Amount of Pension

Marginal note:Basic amount of full pension

  •  (1) The amount of the full monthly pension that may be paid to any person for a month in the payment quarter commencing on January 1, 1985 is two hundred and seventy-three dollars and eighty cents.

  • Marginal note:Quarterly adjustment of basic amount of full pension

    (2) Where a full monthly pension has been authorized to be paid to a person, the amount of the pension shall be adjusted quarterly, in such manner as may be prescribed by regulation, so that the amount that may be paid to that person for a month in any payment quarter commencing after March 31, 1985 is the amount obtained by multiplying

    • (a) the amount of the pension that might have been paid to that person for a month in the three month period immediately before that payment quarter

      by

    • (b) the ratio that the Consumer Price Index for the first adjustment quarter that relates to that payment quarter bears to the Consumer Price Index for the second adjustment quarter that relates to that payment quarter.

  • Marginal note:No decrease in amount of full pension

    (3) Notwithstanding subsection (2), the amount of a full monthly pension that may be paid to a pensioner for any month in a payment quarter shall be not less than the amount of the full monthly pension that was or may be paid to a pensioner for any month in the three month period immediately before that payment quarter.

  • Marginal note:Effect of reduction in Consumer Price Index

    (4) Where, in relation to any payment quarter, the Consumer Price Index for the first adjustment quarter is lower than the Consumer Price Index for the second adjustment quarter,

    • (a) no pension adjustment shall be made pursuant to subsection (2) in respect of that payment quarter; and

    • (b) no pension adjustment shall be made pursuant to that subsection in respect of any subsequent payment quarter until, in relation to a subsequent payment quarter, the Consumer Price Index for the first adjustment quarter that relates to that subsequent payment quarter is higher than the Consumer Price Index for the second adjustment quarter that relates to the payment quarter referred to in paragraph (a), in which case the second adjustment quarter that relates to the payment quarter referred to in that paragraph shall be deemed to be the second adjustment quarter that relates to that subsequent payment quarter.

  • R.S., c. O-6, s. 4
  • R.S., c. 21(2nd Supp.), s. 2
  • 1972, c. 10, s. 3
  • 1973-74, c. 8, s. 1, c. 35, s. 2
  • 1974-75-76, c. 58, s. 2
  • 1976-77, c. 9, s. 2
  • 1980-81-82-83, c. 138, s. 1

Payment of Pension

Marginal note:Commencement of pension

  •  (1) Payment of pension to any person shall commence in the first month after the application therefor has been approved, but where an application is approved after the last day of the month in which it was received, the approval may be effective as of such earlier date, not prior to the day on which the application was received, as may be prescribed by regulation.

  • Marginal note:Exception

    (2) Notwithstanding subsection (1), where a person who has applied to receive a pension attained the age of sixty-five years before the day on which the application was received, the approval of the application may be effective as of such earlier day, not before the later of

    • (a) a day one year before the day on which the application was received, and

    • (b) the day on which the applicant attained the age of sixty-five years,

    as may be prescribed by regulation.

  • Marginal note:Duration

    (3) Subject to this Act, the pension shall continue to be paid during the lifetime of the pensioner and shall cease with the payment for the month in which the pensioner dies.

  • R.S., 1985, c. O-9, s. 8
  • 1995, c. 33, s. 3

Marginal note:Suspension of pension where pensioner leaves Canada

  •  (1) Where a pensioner, having left Canada either before or after becoming a pensioner, has remained outside Canada after becoming a pensioner for six consecutive months, exclusive of the month in which the pensioner left Canada, payment of the pension for any period the pensioner continues to be absent from Canada after those six months shall be suspended, but payment may be resumed with the month in which the pensioner returns to Canada.

  • Marginal note:No suspension after 20 years residence

    (2) In the circumstances described in subsection (1), payment of the pension may be continued without suspension for any period the pensioner remains outside Canada if the pensioner establishes that at the time the pensioner left Canada the pensioner had resided in Canada for at least twenty years after attaining the age of eighteen years.

  • Marginal note:Suspension of pension where pensioner ceases to reside in Canada

    (3) Where a pensioner ceases to reside in Canada, whether before or after becoming a pensioner, payment of the pension shall be suspended six months after the end of the month in which the pensioner ceased to reside in Canada, but payment may be resumed with the month in which the pensioner resumes residence in Canada.

  • Marginal note:No suspension where pensioner had 20 years residence in Canada

    (4) In the circumstances described in subsection (3), payment of the pension may be continued without suspension if the pensioner establishes that at the time the pensioner ceased to reside in Canada the pensioner had resided in Canada for at least twenty years after attaining the age of eighteen years.

  • Marginal note:Failure to comply with Act

    (5) Where a pensioner fails to comply with any of the provisions of this Act or the regulations, payment of the pension may be suspended, and where a pension is so suspended, payment may be resumed when the pensioner has complied with those provisions.

  • R.S., c. O-6, s. 7
  • 1972, c. 10, s. 4
  • 1976-77, c. 9, s. 4
  • 1979, c. 4, s. 1

Marginal note:Request that pension cease to be payable

  •  (1) Any pensioner may make a request to the Minister in writing that their pension cease to be payable.

  • Marginal note:When pension ceases to be payable

    (2) A pension shall cease to be payable on the last day of the month in which the Minister approves a request under subsection (1).

  • Marginal note:Request for reinstatement

    (3) A pensioner whose pension has ceased to be payable under subsection (2) may make a request in writing to the Minister that their pension be reinstated.

  • Marginal note:When reinstatement effective

    (4) A pension shall be reinstated and payment shall commence in the month following the month in which the Minister receives a request under subsection (3) or in the month chosen by the pensioner in the request, whichever is later.

  • 1995, c. 33, s. 4

PART IIMonthly Guaranteed Income Supplement

Interpretation

Marginal note:Definitions

 The definitions in this section apply in this Part.

base calendar year

base calendar year means the last calendar year ending before the current payment period. (année de référence)

current payment period

current payment period means the payment period in respect of which an application for a supplement is made by an applicant. (période de paiement en cours)

previous payment period

previous payment period means the payment period immediately before the current payment period. (période de paiement précédente)

  • R.S., 1985, c. O-9, s. 10
  • 1998, c. 21, s. 106

Supplement Payable

Marginal note:Supplement payable

  •  (1) Subject to this Part and the regulations, for each month in any payment period, a monthly guaranteed income supplement may be paid to a pensioner.

  • Marginal note:Requirement for application

    (2) Subject to subsection (4), no supplement may be paid to a pensioner for a month in any payment period unless an application for payment of a supplement has been made by the pensioner and payment of the supplement for months in that year has been approved under this Part.

  • Marginal note:Application deemed to be made and approved

    (3) Where an allowance ceases to be payable to a person by reason of that person having reached sixty-five years of age, the Minister may deem an application under subsection (2) to have been made by that person and approved, on the day on which the person reached that age.

  • Marginal note:Waiver of application

    (4) The Minister may waive the requirement referred to in subsection (2) for an application for payment of a supplement for any month or months in a payment period if an application for payment of a supplement has been made in respect of any payment period before that payment period.

  • Marginal note:Notice where subsequent application required

    (5) Where the requirement for an application for payment of a supplement for any month or months in a payment period has been waived under subsection (4) and an application is required for payment of a supplement for any subsequent month or months in that payment period, the Minister shall, not later than fifteen days before that subsequent month or the first of those subsequent months, notify the pensioner in writing that an application is required.

  • Marginal note:Cancellation of waiver

    (6) Notwithstanding that the requirement for an application for payment of a supplement for any month or months has been waived under subsection (4), the Minister may require that the pensioner make an application for payment of a supplement for that month or for any of those months, and in such a case, the Minister shall, not later than fifteen days before that month or the first of those months, notify the pensioner in writing that an application is required.

  • Marginal note:Limitations on payment of supplement

    (7) No supplement may be paid to a pensioner for

    • (a) any month that is more than eleven months before the month in which the application is received or is deemed to have been made or in which the requirement for an application has been waived, as the case may be;

    • (b) any month for which no pension may be paid to the pensioner;

    • (c) any month throughout which the pensioner is absent from Canada having commenced to be absent from Canada either before or after becoming a pensioner and having remained outside Canada before that month for six consecutive months, exclusive of the month in which the pensioner left Canada;

    • (d) any month throughout which the pensioner is not resident in Canada, having ceased to reside in Canada, either before or after becoming a pensioner, six months before the beginning of that month; or

    • (e) any month during which the pensioner is

  • Marginal note:Application of para. (7)(e)

    (8) Paragraph (7)(e) does not apply to a pensioner where an event as provided by the regulations has occurred.

  • R.S., 1985, c. O-9, s. 11
  • 1995, c. 33, s. 5
  • 1996, c. 18, s. 51
  • 1998, c. 21, ss. 107, 119
  • 2000, c. 12, s. 209(E)
  • 2001, c. 27, s. 264
  • 2007, c. 11, s. 16

Amount of Supplement

Marginal note:Amounts on April 1, 2005

  •  (1) The amount of the supplement that may be paid to a pensioner for any month in the payment quarter commencing on April 1, 2005 is,

    • (a) in the case of a person other than a person described in paragraph (b), five hundred and sixty-two dollars and ninety-three cents, and

    • (b) in the case of a person who, on the day immediately before that payment quarter, had a spouse or common-law partner to whom a pension may be paid for any month in that payment quarter,

      • (i) in respect of any month in that payment quarter before the first month for which a pension may be paid to the spouse or common-law partner, five hundred and sixty-two dollars and ninety-three cents, and

      • (ii) in respect of any month in that payment quarter commencing with the first month for which a pension may be paid to the spouse or common-law partner, three hundred and sixty-six dollars and sixty-seven cents,

    minus one dollar for each full two dollars of the pensioner’s monthly base income.

  • Marginal note:Increase on January 1, 2006

    (1.1) The amount of the supplement that may be paid to a pensioner for any month in the payment quarter commencing on January 1, 2006 is the amount of the supplement that would otherwise be payable plus

    • (a) eighteen dollars, in the case of a person described in paragraph (1)(a) or subparagraph (1)(b)(i); and

    • (b) fourteen dollars and fifty cents, in the case of a person described in subparagraph (1)(b)(ii).

  • Marginal note:Increase on January 1, 2007

    (1.2) The amount of the supplement that may be paid to a pensioner for any month in the payment quarter commencing on January 1, 2007 is the amount of the supplement that would otherwise be payable plus

    • (a) eighteen dollars, in the case of a person described in paragraph (1)(a) or subparagraph (1)(b)(i); and

    • (b) fourteen dollars and fifty cents, in the case of a person described subparagraph (1)(b)(ii).

  • Marginal note:Indexation

    (2) Subject to subsections (1.1) and (1.2), the amount of the supplement that may be paid to a pensioner for any month in any payment quarter commencing after June 30, 2005 is the amount obtained by multiplying

    • (a) the maximum amount of the supplement that might have been paid to the pensioner for any month in the three-month period immediately before that payment quarter

    by

    • (b) the ratio that the Consumer Price Index for the first adjustment quarter that relates to that payment quarter bears to the Consumer Price Index for the second adjustment quarter that relates to that payment quarter,

    minus one dollar for each full two dollars of the pensioner’s monthly base income.

  • Marginal note:No decrease in maximum amount of supplement

    (3) Notwithstanding subsection (2), the maximum amount of the supplement that may be paid to a pensioner for any month in a payment quarter shall be not less than the maximum amount of the supplement that was or may be paid to a pensioner for any month in the three month period immediately before that payment quarter.

  • Marginal note:Effect of reduction in Consumer Price Index

    (4) Where, in relation to any payment quarter, the Consumer Price Index for the first adjustment quarter is lower than the Consumer Price Index for the second adjustment quarter,

    • (a) no supplement adjustment shall be made pursuant to subsection (2) in respect of that payment quarter; and

    • (b) no supplement adjustment shall be made pursuant to that subsection in respect of any subsequent payment quarter until, in relation to a subsequent payment quarter, the Consumer Price Index for the first adjustment quarter that relates to that subsequent payment quarter is higher than the Consumer Price Index for the second adjustment quarter that relates to the payment quarter referred to in paragraph (a), in which case the second adjustment quarter that relates to the payment quarter referred to in that paragraph shall be deemed to be the second adjustment quarter that relates to that subsequent payment quarter.

  • Marginal note:Guaranteed minimum income for pensioners

    (5) Despite subsection (2), the amount of the supplement that may be paid to a pensioner for any month after December 1997 is the amount determined by the formula

    [(A - B) × C] - D/2

    where

    A
    is the aggregate of
    • (a) the maximum amount of the supplement that, but for this subsection, might have been paid to the pensioner for that month, and

    • (b) the amount of the full monthly pension;

    B
    is the pensioner’s monthly pension;
    C
    is the pensioner’s special qualifying factor for the month; and
    D
    is the pensioner’s monthly base income rounded, where it is not a multiple of two dollars, to the next lower multiple of two dollars.
  • Marginal note:Enhancement of supplement for certain married pensioners

    (5.1) Where the aggregate of the pensions and supplements payable for a month to two pensioners each of whom is the other’s spouse or common-law partner is less than the aggregate of the pension and supplement that would be payable for that month to one of them if the other were not a pensioner, the Minister may, notwithstanding subsection (2), pay to one of them for that month

    • (a) the amount of supplement that would be payable for that month to that pensioner, if the other were not a pensioner,

    minus

    • (b) the aggregate of the pension and supplement payable for that month to the other.

  • Definition of monthly base income

    (6) In this section, monthly base income means, in relation to the calculation of the supplement for a month in any given payment quarter,

    • (a) in the case of a person other than an applicant described in paragraph (b) or (c), one-twelfth of the income of that person for the base calendar year;

    • (b) in the case of an applicant who, on the day immediately before the current payment period, was the spouse or common-law partner of a person to whom no pension may be paid for any month in the current payment period, the amount determined by the formula

      A/24 - B/2

      where

      A
      is the aggregate of the incomes of the applicant and the spouse or common-law partner for the base calendar year, and
      B
      is the product
      • (i) obtained by multiplying the amount of the full monthly pension that might have been paid to a pensioner for any month by the applicant’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars; and

    • (c) in the case of an applicant who, on the day immediately before the current payment period, was the spouse or common-law partner of a person to whom a pension may be paid for any month in the payment period,

      • (i) in respect of any month in the current payment period before the first month for which a pension may be paid to the spouse or common-law partner, the amount determined for the applicant for the month under paragraph (b), and

      • (ii) in respect of any month in that payment period commencing with the first month for which a pension may be paid to the spouse or common-law partner, one twenty-fourth of the aggregate of the incomes of the applicant and the spouse or common-law partner for the base calendar year.

  • R.S., 1985, c. O-9, s. 12
  • 1996, c. 18, s. 52
  • 1998, c. 21, ss. 108, 119
  • 1999, c. 22, s. 88
  • 2000, c. 12, s. 207
  • 2005, c. 30, s. 136

Calculation of Income

Marginal note:Calculation of income

 For the purposes of determining the amount of supplement that may be paid to a pensioner for a month before July 1, 1999, the income for a calendar year of a person or an applicant is the income of that person or applicant for that year computed in accordance with the Income Tax Act, except that

  • (a) there shall be deducted from the person’s or applicant’s income from office or employment for that year

    • (i) a single amount in respect of all offices and employments of that person or applicant equal to the lesser of five hundred dollars and one fifth of the person’s or applicant’s income from office or employment for that year,

    • (ii) the amount of employee’s premiums paid by the person or applicant during the year under the Employment Insurance Act, and

    • (iii) the amount of employee’s contributions made by the person or applicant during the year under the Canada Pension Plan or a provincial pension plan as defined in section 3 of that Act;

  • (b) there shall be deducted from the person’s or applicant’s self-employed earnings for that year

    • (i) the amount of contributions made in respect of those self-employed earnings by the person or applicant during the year under the Canada Pension Plan or a provincial pension plan as defined in section 3 of that Act, and

    • (ii) the amount of premium paid by the person or applicant during the year under Part VII.1 of the Employment Insurance Act; and

  • (c) there shall be deducted from the person’s or applicant’s income for that year, to the extent that those amounts have been included in computing that income,

    • (i) the amount of any benefit under this Act and the amount of any similar payment under a law of a provincial legislature,

    • (ii) the amount of any allowance under the Family Allowances Act and the amount of any similar payment under a law of a provincial legislature,

    • (iii) the amount of any death benefit under the Canada Pension Plan or a provincial pension plan as defined in section 3 of that Act,

    • (iv) the amount of any grant under a program that is a prescribed program of the Government of Canada relating to home insulation or energy conversion for the purposes of paragraphs 12(1)(u) and 56(1)(s) of the Income Tax Act, and

    • (v) the amount of any social assistance payment made on the basis of a means, a needs or an income test by a registered charity as defined in subsection 248(1) of the Income Tax Act or under a program provided for by an Act of Parliament or a provincial legislature that is neither a program prescribed under the Income Tax Act nor a program under which the amounts referred to in subparagraph (i) are paid.

  • R.S., 1985, c. O-9, s. 13
  • 1990, c. 39, s. 57
  • 1996, c. 23, s. 187
  • 1998, c. 21, s. 109
  • 1999, c. 31, s. 246(F)
  • 2009, c. 33, s. 32

Statement or Estimate of Income

Marginal note:Statement of income to be made

  •  (1) Every person by whom an application for a supplement in respect of a current payment period is made shall, in the application, make a statement of the person’s income for the base calendar year.

  • Marginal note:Waiver — statement of income

    (1.01) The Minister may waive the requirement to make a statement of income under subsection (1) if that information has been made available to the Minister under this Act and, in that case, the statement is deemed to have been made for the purposes of this Part.

  • Marginal note:Minister may estimate income

    (1.1) Where the requirement for an application for payment of a supplement for any month has been waived under subsection 11(4), the Minister may, on the basis of the information available to the Minister,

    • (a) estimate the applicant’s income for the base calendar year; and

    • (b) in the case of an applicant who is a person described in subsection 15(2), estimate the income of the applicant’s spouse or common-law partner for the base calendar year.

  • Marginal note:Statement of income where income estimated

    (1.2) Where a person’s income for a base calendar year has been estimated under subsection (1.1), the Minister may require that the person make a statement to the Minister of their income for any month in that year.

  • Marginal note:Additional statement if retirement in current payment period

    (2) If in a current payment period a person who is an applicant, or is an applicant’s spouse or common-law partner who has filed a statement as described in paragraph 15(2)(a), ceases to hold an office or employment or ceases to carry on a business, that person may, not later than the end of the second payment period after the current payment period, in addition to making the statement of income required by subsection (1) in the case of the applicant or in addition to filing a statement as described in paragraph 15(2)(a) in the case of the applicant’s spouse or common-law partner, file a statement of the person’s estimated income for the calendar year in which the person ceased to hold that office or employment or ceased to carry on that business, which income shall be calculated as the total of

    • (a) any pension income received by the person in that part of that calendar year that is after the month in which the person ceases to hold that office or employment or to carry on that business, divided by the number of months in that part of that calendar year and multiplied by 12,

    • (b) the income from any office or employment or any business for that calendar year other than income from the office, employment or business that has ceased, and

    • (c) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income.

  • Marginal note:Additional statement if retirement in the last month of the calendar year that is in the current payment period

    (3) Despite subsection (2), if in the last month of a calendar year that ends in the current payment period a person who is an applicant, or is an applicant’s spouse or common-law partner who has filed a statement as described in paragraph 15(2)(a), ceases to hold an office or employment or ceases to carry on a business, the person may, not later than the end of the second payment period after the current payment period, in addition to making the statement of income required by subsection (1) in the case of the applicant or in addition to filing a statement as described in paragraph 15(2)(a) in the case of the applicant’s spouse or common-law partner, file a statement of the person’s estimated income for the calendar year that is immediately after the month in which the person ceased to hold that office or employment or ceased to carry on that business, which income shall be calculated as the total of

    • (a) any pension income received by the person in that calendar year,

    • (b) the income from any office or employment or any business for that calendar year other than income from the office, employment or business that has ceased, and

    • (c) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income.

  • Marginal note:Additional statement if loss of pension income in current payment period

    (4) If in a current payment period a person who is an applicant, or is an applicant’s spouse or common-law partner who has filed a statement as described in paragraph 15(2)(a), suffers a loss of income due to termination of or reduction in pension income, the person may, not later than the end of the second payment period after the current payment period, in addition to making the statement of income required by subsection (1) in the case of the applicant or in addition to filing a statement as described in paragraph 15(2)(a) in the case of the applicant’s spouse or common-law partner, file a statement of the person’s estimated income for the calendar year in which the loss is suffered, which income shall be calculated as the total of

    • (a) any pension income received by the person in that part of that calendar year that is after the month immediately before the month in which the loss is suffered, divided by the number of months in that part of that calendar year and multiplied by 12,

    • (b) the income from any office or employment or any business for that calendar year, and

    • (c) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income.

  • Marginal note:Additional statement if retirement before current payment period

    (5) If, in the circumstances described in paragraphs (a) and (b), a person who is an applicant, or is an applicant’s spouse or common-law partner who has filed a statement as described in paragraph 15(2)(a), ceases to hold an office or employment or ceases to carry on a business, the person may, not later than the end of the payment period that is immediately after the current payment period, in addition to making the statement of income required by subsection (1) in the case of the applicant or in addition to filing a statement as described in paragraph 15(2)(a) in the case of the applicant’s spouse or common-law partner,

    • (a) if the person ceases to hold that office or employment or to carry on that business in the last calendar year ending before the payment period, file a statement of the person’s estimated income for the calendar year ending in the current payment period, which income shall be calculated as the total of

      • (i) any pension income received by the person in that calendar year,

      • (ii) the income from any office or employment or any business for that calendar year, other than income from the office, employment or business that has ceased, and

      • (iii) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income; and

    • (b) if the person ceases to hold that office or employment or to carry on that business in a month that is before the payment period and after the last calendar year ending before the payment period, file a statement of the person’s estimated income for the calendar year ending in the current payment period, which income shall be calculated as the total of

      • (i) any pension income received by the person in that part of that calendar year that is after the month in which the person ceases to hold that office or employment or to carry on that business, divided by the number of months in that part of that calendar year and multiplied by 12,

      • (ii) the income from any office or employment or any business for that calendar year, other than income from the office, employment or business that has ceased, and

      • (iii) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income.

  • Marginal note:Additional statement if loss of pension income before current payment period

    (6) If, in the circumstances described in paragraph (a) or (b), a person who is an applicant, or is an applicant’s spouse or common-law partner who has filed a statement as described in paragraph 15(2)(a), suffers a loss of income due to a termination of or reduction in pension income, the person may, not later than the end of the payment period that is immediately after the current payment period, in addition to making the statement of income required by subsection (1) in the case of the applicant or in addition to filing a statement as described in paragraph 15(2)(a) in the case of the applicant’s spouse or common-law partner,

    • (a) if the loss is suffered in the last calendar year ending before the payment period, file a statement of the person’s estimated income for the calendar year ending in the current payment period, which income shall be calculated as the total of

      • (i) any pension income received by the person in that calendar year,

      • (ii) the income from any office or employment or any business for that calendar year, and

      • (iii) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income; and

    • (b) if the loss is suffered in a month that is before the payment period and after the last calendar year ending before the payment period, file a statement of the person’s estimated income for the calendar year ending in the current payment period, which income shall be calculated as the total of

      • (i) any pension income received by the person in that part of that calendar year that is after the month immediately before the month in which the loss is suffered, divided by the number of months in that part of that calendar year and multiplied by 12,

      • (ii) the income from any office or employment or any business for that calendar year, and

      • (iii) the person’s income for the base calendar year calculated as though, for that year, the person had no income from any office or employment or any business and no pension income.

  • Marginal note:Where statement filed under subsection (2), (3) or (4)

    (7) Where under subsection (2), (3) or (4) a statement of estimated income is filed by an applicant or an applicant’s spouse or common-law partner, no supplement calculated on the basis of that statement may be paid to the applicant for any month in the current payment period before

    • (a) the month immediately following the month shown in the statement as the month in which the applicant or the applicant’s spouse or common-law partner, as the case may be, ceased to hold the office or employment or ceased to carry on the business, or

    • (b) the month shown in the statement as the month in which the applicant or the applicant’s spouse or common-law partner, as the case may be, suffered the loss of income due to termination or reduction of pension income,

    whichever is applicable.

  • R.S., 1985, c. O-9, s. 14
  • 1995, c. 33, s. 6
  • 1998, c. 21, ss. 110, 119
  • 2000, c. 12, s. 207
  • 2007, c. 11, s. 17

Spouses and Common-law Partners

Marginal note:Information required with application for supplement

  •  (1) Every person by whom an application for a supplement in respect of a payment period is made shall, in the application, state whether the person has or had a spouse or common-law partner at any time during the payment period or in the month before the first month of the payment period, and, if so, the name and address of the spouse or common-law partner and whether, to the person’s knowledge, the spouse or common-law partner is a pensioner.

  • Marginal note:Statement if application waived

    (1.1) If the requirement for an application for payment of a supplement for any month has been waived under subsection 11(4) for a person who did not have a spouse or common-law partner immediately before the last payment period in respect of which a supplement was paid or, if no supplement was ever paid to the person, immediately before the last payment period in respect of which an application for payment of a supplement was received but who has a spouse or common-law partner immediately before the current payment period, the person shall notify the Minister without delay of the date of that change, the name and address of the spouse or common-law partner and whether, to the person’s knowledge, the spouse or common-law partner is a pensioner.

  • Marginal note:Statement by spouse or common-law partner

    (2) Subject to subsections (3), (4.1) and (4.2), where a person makes an application for a supplement in respect of a payment period and the person has or had a spouse or common-law partner at any time during the payment period or in the month before the first month of the payment period, the application shall not be considered or dealt with until such time as

    • (a) the applicant’s spouse or common-law partner files a statement in prescribed form of the spouse’s or common-law partner’s income for the base calendar year;

    • (b) an application for a supplement in respect of the current payment period is received from the applicant’s spouse or common-law partner; or

    • (c) the income of the applicant’s spouse or common-law partner for the base calendar year is estimated under subsection 14(1.1).

  • Marginal note:Waiver — subsection (1)

    (2.1) The Minister may waive the requirement to submit the information described in subsection (1) if that information has been submitted to the Minister in a joint application referred to in subsection 19(4).

  • Marginal note:Waiver — paragraph (2)(a)

    (2.2) The Minister may waive the requirement to file a statement under paragraph (2)(a) if the information has been made available to the Minister under this Act, and, if that is the case, the statement is deemed to have been filed for the purposes of this Part.

  • Marginal note:Direction by Minister where no statement filed by spouse or common-law partner or where spouses or common-law partners living apart

    (3) Where an application for a supplement in respect of any payment period has been made by a person, the Minister may, after any investigation of the circumstances that the Minister considers necessary, direct that the application be considered and dealt with as though the person did not have a spouse or common-law partner on the last day of the previous payment period, in any case where

    • (a) no application or statement as described in subsection (2) has been filed by or received from the spouse or common-law partner of the person and no estimate of the income of the spouse or common-law partner of the person has been made under subsection 14(1.1); or

    • (b) the Minister is satisfied that the person, as a result of circumstances not attributable to the person or the spouse or common-law partner, was not living with the spouse or common-law partner in a dwelling maintained by the person or the spouse or common-law partner at the time the application was made.

  • Marginal note:Continuing direction

    (3.1) A direction made under subsection (3) in respect of a payment period is deemed to be a direction made in respect of every subsequent payment period, but the Minister may, after any investigation of the circumstances that the Minister considers necessary, cancel the direction.

  • (4) [Repealed, 2000, c. 12, s. 194]

  • Marginal note:Direction by Minister where spouses separated

    (4.1) Where an application for a supplement in respect of a payment period that commences after June 30, 1999 has been made by a person, the Minister, if satisfied that the person is separated from the person’s spouse, having been so separated for a continuous period of at least three months, exclusive of the month in which the spouses became separated, shall direct that the application be considered and dealt with as though the person had ceased to have a spouse at the end of the third such month.

  • Marginal note:Where applicant ceases to have a common-law partner otherwise than by death

    (4.2) Where an application for a supplement in respect of a payment period that commences after June 30, 1999 is made by a person who at any time in the payment period ceases to have a common-law partner otherwise than by reason of the common-law partner’s death, the supplement paid to the person, for any month in that payment period after the third month following the month in which the person ceased to have a common-law partner, shall be calculated as though the person did not have a common-law partner on the last day of the previous payment period.

  • Marginal note:Review of direction where statement subsequently filed by spouse or common-law partner

    (5) Where, after the Minister has made a direction under subsection (3) with respect to an application for a supplement made in respect of a payment period that ends before July 1, 1999, a statement or application as described in subsection (2) is filed by or received from the applicant’s spouse or common-law partner, the Minister may review the direction previously made and direct that any supplement paid to the applicant or the spouse or common-law partner for any month in that payment period after the month in which the review is made be calculated either on the basis that the applicant and the spouse or common-law partner were spouses or common-law partners of each other on the last day of the previous payment period or as though they had not been spouses or common-law partners on that day, according as the direction may specify.

  • Marginal note:Review of direction where statement subsequently filed by spouse or common-law partner

    (5.1) Where, after the Minister has made a direction under subsection (3) based on paragraph (3)(a), with respect to an application for a supplement made in respect of a payment period that commences after June 30, 1999 and a statement or application as described in subsection (2) is filed by or received from the applicant’s spouse or common-law partner, the Minister shall review the direction previously made and shall direct that any supplement paid to the applicant or the spouse or common-law partner for months in that payment period after the month in which the review is completed be calculated on the basis that the applicant and the spouse or common-law partner were spouses or common-law partners of each other on the last day of the previous payment period, unless there is some other reason for a direction to be made under subsection (3).

  • (6) [Repealed, 2000, c. 12, s. 194]

  • Marginal note:Application for supplement in certain cases

    (6.1) Where an application for a supplement in respect of a payment period that commences after June 30, 1999 is made by

    • (a) a person who did not have a spouse or common-law partner immediately before a particular month in the payment period but has a spouse or common-law partner at the end of that month,

    • (b) a person in respect of whom a direction is made under subsection (3) based on paragraph (3)(b) who no longer meets the conditions set out in that paragraph, or

    • (c) a person described in subsection (4.1) who ceases to be separated from the person’s spouse,

    the calculation of the supplement shall be made, for any month after the month in which the person began to have a spouse or common-law partner, as though the person had a spouse or common-law partner on the last day of the previous payment period.

  • (7) [Repealed, 2000, c. 12, s. 194]

  • Marginal note:Where applicant ceases to have a spouse

    (7.1) Where an application for a supplement in respect of a payment period that commences after June 30, 1999 is made by a person who at any time in the payment period ceases to have a spouse, the supplement paid to the person, for any month in that payment period after the month in which the person ceased to have a spouse, shall be calculated as though the person did not have a spouse on the last day of the previous payment period.

  • Marginal note:Where applicant ceases to have a common-law partner by reason of death

    (7.2) Where an application for a supplement in respect of a payment period that commences after June 30, 1999 is made by a person who at any time in the payment period ceases to have a common-law partner by reason of the common-law partner’s death, the supplement paid to the person, for any month in that payment period after the month in which the common-law partner died, shall be calculated as though the person did not have a common-law partner on the last day of the previous payment period.

  • Marginal note:Saving provision

    (8) Nothing in subsections (6.1) to (7.2) shall be construed as limiting or restricting the authority of the Minister to make a direction under subsections (3) to (5.1).

  • Marginal note:Notification of change

    (9) Every applicant shall inform the Minister without delay if they separate from, or cease to have, a spouse or common-law partner, or if they had a spouse or common-law partner at the beginning of a month, not having had a spouse or common-law partner at the beginning of the previous month.

  • R.S., 1985, c. O-9, s. 15
  • 1995, c. 33, s. 7
  • 1998, c. 21, s. 111
  • 2000, c. 12, ss. 194, 207
  • 2007, c. 11, s. 18

Payment of Supplement

Marginal note:Consideration of application or waiver

  •  (1) The Minister shall, without delay after receiving an application for payment of a supplement under subsection 11(2) or after waiving the requirement for an application for payment of a supplement under subsection 11(4), as the case may be, consider whether the applicant is entitled to be paid a supplement, and may approve payment of a supplement and fix the amount of the supplement, or may determine that no supplement may be paid.

  • Marginal note:Notification of applicant

    (2) Where particulars of the basis on which the amount of any supplement that may be paid to an applicant was fixed by the Minister are requested by the applicant or where the Minister determines that no supplement may be paid to the applicant, the Minister shall forthwith in writing notify the applicant of the basis on which that amount was fixed or of the decision that no supplement may be paid to the applicant and the Minister’s reasons therefor, as the case may be.

  • R.S., 1985, c. O-9, s. 16
  • 1995, c. 33, s. 8

Marginal note:Payment of supplement to be made in arrears

 Payment of a supplement for any month shall be made in arrears at the end of the month, except that where payment of a supplement in respect of months in any payment period is approved after the end of the month for which the first payment of the supplement may be made, payments of the supplement for the month in which payment of the supplement is approved and for months before that month may be made at the end of that month or at the end of the month immediately after that month.

  • R.S., 1985, c. O-9, s. 17
  • 1998, c. 21, s. 112(E)

Adjustment of Payments

Marginal note:Adjustment of payments of supplements

 Where it is determined that the income for a base calendar year (in this section referred to as the “actual income”) of an applicant for a supplement does not accord with the income of the applicant (in this section referred to as the “shown income”) calculated on the basis of a statement or an estimate made under section 14, the following adjustments shall be made:

  • (a) if the actual income exceeds the shown income, any amount by which the supplement paid to the applicant for months in the payment period exceeds the supplement that would have been paid to the applicant for those months if the shown income had been equal to the actual income shall be deducted and retained out of any subsequent payments of supplement or pension made to the applicant, in any manner that may be prescribed; and

  • (b) if the shown income exceeds the actual income, there shall be paid to the applicant any amount by which the supplement that would have been paid to the applicant for months in the payment period if the actual income had been equal to the shown income exceeds the supplement paid to the applicant for those months.

  • R.S., 1985, c. O-9, s. 18
  • 1995, c. 33, s. 9
  • 1998, c. 21, s. 113

PART IIIMonthly Allowances

Allowance Payable

Marginal note:Payment of allowance

  •  (1) Subject to this Act and the regulations, an allowance may be paid to the spouse, common-law partner or former common-law partner of a pensioner for a month in a payment period if the spouse, common-law partner or former common-law partner, as the case may be,

    • (a) in the case of a spouse, is not separated from the pensioner, or has separated from the pensioner where the separation commenced after June 30, 1999 and not more than three months before the month in the payment period;

    • (a.1) in the case of a former common-law partner, has separated from the pensioner where the separation commenced after June 30, 1999 and not more than three months before the month in the payment period;

    • (b) in the case of a spouse, common-law partner or former common-law partner, has attained sixty years of age but has not attained sixty-five years of age; and

    • (c) in the case of a spouse, common-law partner or former common-law partner, has resided in Canada after attaining eighteen years of age and prior to the day on which their application is approved for an aggregate period of at least ten years and, where that aggregate period is less than twenty years, was resident in Canada on the day preceding the day on which their application is approved.

  • Marginal note:Residence in Canada must be or have been legal

    (2) A person is eligible for an allowance under this section only if

    • (a) on the day preceding the day on which that person’s application for an allowance is approved that person is a Canadian citizen or, if not, is legally resident in Canada; or

    • (b) on the day preceding the day that person ceased to reside in Canada that person was a Canadian citizen or, if not, was legally resident in Canada.

  • Marginal note:Regulations respecting legal residence

    (3) The Governor in Council may make regulations respecting the meaning of legal residence for the purposes of subsection (2).

  • Marginal note:Must apply annually

    (4) Subject to subsection (4.1), no allowance may be paid under this section to the spouse or common-law partner of a pensioner in any payment period unless a joint application of the pensioner and the spouse or common-law partner, or an application described in section 30, has been made for payment of an allowance in respect of that payment period and payment of the allowance has been approved under this Part.

  • Marginal note:Waiver of application

    (4.1) The Minister may waive the requirement referred to in subsection (4) for an application for payment of an allowance for any month or months in a payment period if an application for payment of an allowance has been made in respect of any payment period before that payment period.

  • Marginal note:Notice where subsequent application required

    (4.2) Where the requirement for an application for any month or months in a payment period has been waived under subsection (4.1) and an application is required for payment of an allowance for any subsequent month or months in that payment period, the Minister shall, not later than fifteen days before that subsequent month or the first of those subsequent months, notify the spouse or common-law partner in writing that an application is required.

  • Marginal note:Cancellation of waiver

    (4.3) Notwithstanding that the requirement for an application for any month or months has been waived under subsection (4.1), the Minister may require that an application referred to in subsection (4) be made for payment of an allowance for that month or for any of those months, and in such a case, the Minister shall, not later than fifteen days before that month or the first of those months, notify the spouse or common-law partner in writing that an application is required.

  • Marginal note:Cessation of allowance

    (5) An allowance under this section ceases to be payable on the expiration of the month in which the spouse, common-law partner or former common-law partner in respect of whom it is paid dies, becomes the spouse or common-law partner of another person, or no longer meets the conditions set out in subsection (1).

  • Marginal note:Limitations

    Footnote *(6) No allowance may be paid under this section to the spouse or common-law partner of a pensioner pursuant to an application therefor for

    • (a) any month that is more than 11 months before the month in which the application is received or is deemed to have been made or in which the requirement for an application has been waived, as the case may be;

    • (b) any month for which no supplement may be paid to the pensioner;

    • (c) any month throughout which the spouse or common-law partner is absent from Canada, having left Canada either before or after becoming entitled to an allowance under this Part and having remained outside Canada before that month for six consecutive months, exclusive of the month in which he left Canada;

    • (d) any month during which the spouse or common-law partner is

    • (e) in the case of a common-law partner who was not a spouse immediately before the coming into force of this paragraph (“spouse” having in this paragraph the meaning that it had immediately before that coming into force), notwithstanding subsection 23(2), any month before the month in which this paragraph comes into force.

  • Marginal note:Application of para. (6)(b)

    (6.1) Paragraph (6)(b) does not apply to a spouse or common-law partner of a pensioner in respect of a month where a supplement would be payable to the pensioner for that month if the special qualifying factor of that pensioner for that month were equal to one.

  • Marginal note:Application of para. (6)(d)

    (6.2) Paragraph (6)(d) does not apply to a spouse or common-law partner where an event as provided by the regulations has occurred.

  • Marginal note:Amount of allowance to spouse or common-law partner of pensioner

    (7) The amount of the allowance that may be paid under this section to the spouse or common-law partner of a pensioner shall be determined in accordance with subsection 22(3).

  • R.S., 1985, c. O-9, s. 19
  • R.S., 1985, c. 34 (1st Supp.), s. 2
  • 1995, c. 33, s. 10
  • 1996, c. 18, s. 53
  • 1998, c. 21, ss. 114, 119
  • 2000, c. 12, ss. 196, 207, 209(E)
  • 2001, c. 27, s. 265
  • 2007, c. 11, s. 19

Marginal note:Failure to comply with Act

 Payment of an allowance under section 19 or 21 may be suspended if the beneficiary fails to comply with any of the provisions of this Act or the regulations, but payment may be resumed when the beneficiary complies with those provisions.

  • R.S., 1985, c. O-9, s. 20
  • R.S., 1985, c. 34 (1st Supp.), s. 3
  • 2000, c. 12, s. 209(E)

Marginal note:Payment of allowance to survivors

  •  (1) Subject to this Act and the regulations, for each month in any payment period, an allowance may be paid to a survivor who

    • (a) has attained sixty years of age but has not attained sixty-five years of age; and

    • (b) has resided in Canada after attaining eighteen years of age and prior to the day on which their application is approved for an aggregate period of at least ten years and, where that aggregate period is less than twenty years, was resident in Canada on the day preceding the day on which their application is approved.

  • Marginal note:Residence in Canada must be or have been legal

    (2) A survivor is eligible for an allowance under this section only if

    • (a) on the day preceding the day on which their application for an allowance is approved they are a Canadian citizen or, if not, are legally resident in Canada; or

    • (b) on the day preceding the day they ceased to reside in Canada they were a Canadian citizen or, if not, were legally resident in Canada.

  • Marginal note:Meaning of “legal residence”

    (3) The Governor in Council may make regulations respecting the meaning of “legal residence” for the purposes of subsection (2).

  • Marginal note:Must apply annually

    (4) Subject to subsections (5) and (5.1), no allowance may be paid to a survivor under this section in any payment period unless the survivor has made an application for an allowance in respect of that payment period and payment of the allowance has been approved under this Part.

  • Marginal note:Exception to application requirement

    (5) Where the spouses or the common-law partners had, before the death of the pensioner, made a joint application for the allowance under section 19 for months in the payment period of the pensioner’s death or the following payment period, no application is required to be made by the pensioner’s survivor under subsection (4) in respect of the payment of an allowance under this section for months in the payment period in respect of which the joint application was made.

  • Marginal note:Waiver of requirement for application

    (5.1) The Minister may waive the requirement referred to in subsection (4) for an application for payment of an allowance for any month or months in a payment period if an application for payment of an allowance has been made in respect of any payment period before that payment period.

  • Marginal note:Notice where subsequent application required

    (5.2) Where the requirement for an application for payment of an allowance for any month or months in a payment period has been waived under subsection (5.1) and an application is required for payment of an allowance for any subsequent month or months in that payment period, the Minister shall, not later than fifteen days before that subsequent month or the first of those subsequent months, notify the survivor in writing that an application is required.

  • Marginal note:Cancellation of waiver

    (5.3) Notwithstanding that the requirement for an application for payment of an allowance for any month or months has been waived under subsection (5.1), the Minister may require that the survivor make such an application for that month or for any of those months, and in such a case, the Minister shall, not later than fifteen days before that month or the first of those months, notify the survivor in writing that an application is required.

  • Marginal note:Commencement of allowance

    (6) An allowance may be paid under this section commencing with the month following the month in which the applicant becomes a survivor or attains sixty years of age, whichever is later.

  • Marginal note:No allowance payable before September, 1985

    (7) Notwithstanding subsections (6) and 23(2), no allowance may be paid under this section for any month prior to September, 1985.

  • Marginal note:Limitations

    Footnote *(7.1) In the case of a survivor who was not a widow immediately before the coming into force of this subsection (“widow” having in this subsection the meaning that it had immediately before that coming into force),

    • (a) no allowance may be paid under this section unless the survivor became a survivor on or after January 1, 1998; and

    • (b) no allowance may be paid under this section for any month before the month in which this subsection comes into force.

  • Marginal note:Cessation of allowance

    (8) An allowance under this section ceases to be payable on the expiration of the month in which the survivor in respect of whom it is paid dies, attains sixty-five years of age or ceases to be a survivor.

  • Marginal note:Limitations

    (9) No allowance may be paid under this section to a survivor pursuant to an application therefor for

    • (a) any month more than 11 months before the month in which the application is received or is deemed to have been made or in which the requirement for an application has been waived, as the case may be;

    • (b) any month throughout which the survivor is absent from Canada, having absented themself from Canada either before or after becoming entitled to an allowance under this Part and having remained out of Canada before that month for six consecutive months, exclusive of the month in which they left Canada; or

    • (c) any month during which the survivor is

  • Marginal note:Application of paragraph (9)(c)

    (9.1) Paragraph (9)(c) does not apply to a survivor where an event as provided by the regulations has occurred.

  • Marginal note:Amount of allowance to survivor

    (10) The amount of the allowance that may be paid under this section to a survivor shall be determined in accordance with subsection 22(4).

  • Marginal note:Special case

    (11) Where subsection (5) applies, subsection (10) also applies in respect of months in the payment period in respect of which the joint application was made and that are after the pensioner’s death.

  • Marginal note:Eligibility of applicants

    (12) A person’s eligibility for an allowance under this section in respect of a deceased spouse or common-law partner is not affected by the eligibility of another person for an allowance under this section in respect of that deceased spouse or common-law partner.

  • R.S., 1985, c. O-9, s. 21
  • R.S., 1985, c. 34 (1st Supp.), s. 4
  • 1995, c. 33, s. 11
  • 1998, c. 21, ss. 115, 119
  • 2000, c. 12, ss. 197, 207, 208, 209(E)
  • 2001, c. 27, s. 266
  • 2007, c. 11, s. 20

Amount of Allowance

Marginal note:Definitions

  •  (1) In this section,

    base calendar year

    année de référence

    base calendar year has the same meaning as in section 10; (année de référence)

    current fiscal year

    current fiscal year[Repealed, 1998, c. 21, s. 116]

    current payment period

    période de paiement en cours

    current payment period means the payment period in respect of which an application for an allowance is made under this Part; (période de paiement en cours)

    income

    revenu de l’année civile

    income, for the purposes of determining the amount of benefits under this Part that may be paid for a month before July 1, 1999, means the income calculated as prescribed by section 13; (revenu de l’année civile)

    monthly income

    revenu mensuel du survivant

    monthly income of a survivor in a current payment period is the amount that equals one-twelfth of their income for the base calendar year; (revenu mensuel du survivant)

    monthly joint income

    revenu conjoint mensuel

    monthly joint income of a pensioner and the pensioner’s spouse or common-law partner in a current payment period is the amount that equals one-twelfth of the total incomes of the pensioner and the spouse or common-law partner for the base calendar year; (revenu conjoint mensuel)

    pension equivalent

    valeur de la pension

    pension equivalent means, in respect of any month in a payment quarter, the amount of the full monthly pension payable for that month under section 7; (valeur de la pension)

    residual income of the survivor

    revenu résiduel du survivant

    residual income of the survivor for a month in a current payment period means the amount determined by the formula

    A - B

    where

    A
    is the monthly income of the survivor in the current payment period, and
    B
    is the product
    • (a) obtained by multiplying four-thirds of the rounded pension equivalent by the survivor’s special qualifying factor for the month, and

    • (b) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars; (revenu résiduel du survivant)

    residual joint income

    revenu conjoint résiduel

    residual joint income of a pensioner and the pensioner’s spouse or common-law partner for a month in a current payment period means the amount determined by the formula

    A - B

    where

    A
    is the monthly joint income of the pensioner and the pensioner’s spouse or common-law partner in the current payment period, and
    B
    is the product
    • (a) obtained by multiplying four-thirds of the rounded pension equivalent by the spouse’s or common-law partner’s special qualifying factor for the month, and

    • (b) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars; (revenu conjoint résiduel)

    rounded pension equivalent

    valeur arrondie de la pension

    rounded pension equivalent means the pension equivalent rounded to the next higher multiple of three dollars when the pension equivalent is not a multiple of three dollars; (valeur arrondie de la pension)

    rounded supplement equivalent

    valeur arrondie du supplément

    rounded supplement equivalent means the supplement equivalent rounded to the next higher multiple of one dollar when the supplement equivalent is not a multiple of one dollar; (valeur arrondie du supplément)

    supplement equivalent

    valeur du supplément

    supplement equivalent means, in respect of any month in a payment quarter, the amount of the supplement that would be payable for that month under subsection 12(1), (1.1), (1.2), (2), (3) or (4), as the case may be, to a pensioner whose spouse or common-law partner is also a pensioner when both the pensioner and the spouse or common-law partner have no income in the base calendar year and both are in receipt of a full pension; (valeur du supplément)

    supplement equivalent for the survivor

    valeur du supplément pour le survivant

    supplement equivalent for the survivor means, in respect of any month in a payment quarter, the amount determined under subsection (4.1), (4.2), (4.3) or (4.4), as the case may be. (valeur du supplément pour le survivant)

  • Marginal note:Effect on supplement under Part II

    (2) Where, under this Part, an application has been made and approved or the requirement for an application has been waived in respect of the spouse or common-law partner of a pensioner for any month in a payment quarter, the amount of the supplement that may be paid for that month to the pensioner, in lieu of the amount of the supplement provided under Part II for that month, is the amount determined by the formula

    [(A - B) × C] - D/4

    where

    A
    is the total of the supplement equivalent in respect of that month and the amount of the full monthly pension for that month;
    B
    is the pensioner’s monthly pension for that month;
    C
    is the pensioner’s special qualifying factor for that month; and
    D
    is the residual joint income of the pensioner and the spouse or common-law partner for that month rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars.
  • Marginal note:Allowance to spouse or common-law partner of pensioner

    (3) The amount of the allowance that may be paid under section 19 for any month in a payment quarter to the spouse or common-law partner of a pensioner is

    • (a) where there is no monthly joint income of the pensioner and spouse or common-law partner in the current payment period, the total of

      • (i) the product obtained by multiplying the pension equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month, and

      • (ii) the product obtained by multiplying the supplement equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month;

    • (b) where the monthly joint income of the pensioner and spouse or common-law partner in the current payment period is equal to or less than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) + C

      where

      A
      is the supplement equivalent in respect of the month,
      B
      is the spouse’s or common-law partner’s special qualifying factor for the month, and
      C
      is the greater of zero and the amount determined by the formula

      (D × B) - 3/4 E

      where

      B
      is the spouse’s or common-law partner’s special qualifying factor for the month,
      D
      is the pension equivalent in respect of the month, and
      E
      is the monthly joint income of the pensioner and the spouse or common-law partner in the current payment period rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars; and
    • (c) where the monthly joint income of the pensioner and spouse or common-law partner in the current payment period is more than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) - C/4

      where

      A
      is the supplement equivalent in respect of the month,
      B
      is the spouse’s or common-law partner’s special qualifying factor for the month, and
      C
      is the residual joint income of the pensioner and spouse or common-law partner for that month rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars.
  • Marginal note:Allowance to survivor

    (4) The amount of the allowance that may be paid under section 21 for any month in a payment quarter to a survivor is

    • (a) where there is no monthly income of the survivor in the current payment period, the total of

      • (i) the product obtained by multiplying the pension equivalent of the survivor in respect of the month by the survivor’s special qualifying factor for the month, and

      • (ii) the product obtained by multiplying the supplement equivalent for the survivor in respect of the month by the survivor’s special qualifying factor for the month;

    • (b) where the monthly income of the survivor in the current payment period is equal to or less than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the survivor’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) + C

      where

      A
      is the supplement equivalent for the survivor in respect of the month,
      B
      is the survivor’s special qualifying factor for the month, and
      C
      is the greater of zero and the amount determined by the formula

      (D × B) - 3/4 E

      where

      B
      is the survivor’s special qualifying factor for the month,
      D
      is the pension equivalent in respect of the month, and
      E
      is the monthly income of the survivor in the current payment period rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars; and
    • (c) where the monthly income of the survivor in the current payment period is more than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the survivor’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) - C/2

      where

      A
      is the supplement equivalent for the survivor in respect of the month,
      B
      is the survivor’s special qualifying factor for the month, and
      C
      is the residual income of the survivor in respect of the month rounded, where that residual income is not a multiple of two dollars, to the next lower multiple of two dollars.
  • Marginal note:Supplement equivalent for the survivor

    (4.1) The amount of the supplement equivalent for the survivor is

    • (a) four hundred and fifty-four dollars and nine cents, for any month in the payment quarter commencing on April 1, 2005;

    • (b) the amount of the supplement equivalent for the survivor that would otherwise be payable plus eighteen dollars, for any month in the payment quarter commencing on January 1, 2006; and

    • (c) the amount of the supplement equivalent for the survivor that would otherwise be payable plus eighteen dollars, for any month in the payment quarter commencing on January 1, 2007.

  • Marginal note:Indexation of supplement equivalent for the survivor

    (4.2) Subject to paragraphs (4.1)(b) and (c), the amount of the supplement equivalent for the survivor for any month in a payment quarter commencing after June 30, 2005 is the amount obtained by multiplying

    • (a) the amount of the supplement equivalent for the survivor for any month in the three-month period immediately before that payment quarter

    by

    • (b) the ratio that the Consumer Price Index for the first adjustment quarter that relates to that payment quarter bears to the Consumer Price Index for the second adjustment quarter that relates to that payment quarter.

  • Marginal note:No decrease

    (4.3) Despite subsection (4.2), the amount of the supplement equivalent for the survivor for any month in a payment quarter may not be less than the amount of the supplement equivalent for the survivor for any month in the three-month period immediately before that payment quarter.

  • Marginal note:Reduction in Consumer Price Index

    (4.4) If, in relation to any payment quarter, the Consumer Price Index for the first adjustment quarter is lower than the Consumer Price Index for the second adjustment quarter,

    • (a) no adjustment of the supplement equivalent for the survivor is to be made under subsection (4.2) in respect of that payment quarter; and

    • (b) no adjustment of the supplement equivalent for the survivor is to be made under that subsection in respect of any subsequent payment quarter until, in relation to a subsequent payment quarter, the Consumer Price Index for the first adjustment quarter that relates to that subsequent payment quarter is higher than the Consumer Price Index for the second adjustment quarter that relates to the payment quarter referred to in paragraph (a), in which case the second adjustment quarter that relates to the payment quarter referred to in that paragraph is deemed to be the second adjustment quarter that relates to that subsequent payment quarter.

  • Marginal note:Reinstatement of supplement

    (5) Where the allowance payable to the spouse or common-law partner of a pensioner under this Part is suspended or terminated for any month, the pensioner may, notwithstanding subsection (2), be paid, for that month, the amount of supplement provided under Part II.

  • Marginal note:Reinstatement of supplement

    (6) Where, by reason of the amount of the monthly joint income, the aggregate of the amount of allowance payable to a pensioner’s spouse or common-law partner for a month and the amount of supplement payable to the pensioner for that month under this Part is less than the amount of supplement that would be payable to the pensioner under Part II, the pensioner may, notwithstanding subsection (2), be paid, for that month, the amount of supplement provided under Part II minus the amount, if any, of allowance payable to that pensioner’s spouse or common-law partner for that month.

  • Marginal note:Deemed Part II application

    (7) For the purposes of subsections (5) and (6), an application made and approved under this Part shall be deemed to have been made and approved under Part II.

  • R.S., 1985, c. O-9, s. 22
  • R.S., 1985, c. 34 (1st Supp.), s. 5
  • 1995, c. 33, s. 12
  • 1996, c. 18, s. 54
  • 1998, c. 21, ss. 116, 119
  • 1999, c. 22, s. 89
  • 2000, c. 12, ss. 198, 206 to 208, 209(E)
  • 2005, c. 30, s. 137

Commencement of Allowance

Marginal note:Commencement of allowance

  •  (1) Payment of an allowance to any person under this Part shall commence in the first month after the application therefor has been approved, but where an application is approved after the last day of the month in which it was received, the approval may be effective as of such earlier date, not prior to the day on which the application was received, as may be prescribed by regulation.

  • Marginal note:Commencement where waiver of application

    (1.1) Where the requirement for an application for payment of an allowance has been waived under this Part, the payment of the allowance shall not commence more than eleven months before the month in which the requirement for an application is waived.

  • Marginal note:Exception

    (2) Notwithstanding subsection (1), where a person who has applied to receive an allowance attained the age of sixty years before the day on which the application was received, the approval of the application may be effective as of such earlier day, not before the later of

    • (a) a day one year before the day on which the application was received, and

    • (b) the day on which the person attained the age of sixty years,

    as may be prescribed by regulation.

  • R.S., 1985, c. O-9, s. 23
  • 1995, c. 33, s. 13
  • 2000, c. 12, ss. 199(E), 209(E)

Payment of Allowance

Marginal note:Consideration of application or waiver

  •  (1) The Minister shall, without delay after receiving an application for an allowance under subsection 19(4) or 21(4) or after waiving the requirement for an application for an allowance under subsection 19(4.1) or 21(5.1), as the case may be, consider whether the applicant is entitled to be paid an allowance, and may approve payment of an allowance and fix the amount of benefits that may be paid, or may determine that no allowance may be paid.

  • Marginal note:Notification to applicants or applicant

    (2) Where particulars of the basis on which the amount of any allowance that may be paid in respect of an application was fixed by the Minister are requested by an applicant or where the Minister determines that no allowance may be paid in respect of the application, the Minister shall forthwith in writing notify the applicants or applicant of the basis on which that amount was fixed or of the decision that no allowance may be paid in respect of the application and the Minister’s reasons therefor, as the case may be.

  • R.S., 1985, c. O-9, s. 24
  • 1995, c. 33, s. 14
  • 2000, c. 12, s. 209(E)

Marginal note:Payment of an allowance to be made in arrears

 Payment of an allowance for any month shall be made in arrears at the end of the month, except that where payment of an allowance in respect of any payment period is approved after the end of the month for which the first payment of the allowance may be made, payments thereof for the month in which payment of the allowance is approved and for months preceding that month may be made at the end of that month or at the end of the month next following that month.

  • R.S., 1985, c. O-9, s. 25
  • 1998, c. 21, s. 119(E)
  • 2000, c. 12, s. 209(E)

Marginal note:Application of Part II

  •  (1) Sections 6, 14, 15 and 18 apply, with such modifications as the circumstances require, in respect of an allowance under this Part and in respect of any application or any waiver of the requirement for an application for an allowance.

  • Marginal note:Information previously submitted

    (1.1) For greater certainty, the Minister may waive the requirements of subsections 14(1) and 15(1) and (2) in respect of an application for an allowance under this Part if the information required under those subsections has already been submitted to or filed with the Minister in respect of an application for a supplement under Part II.

  • Marginal note:Idem

    (2) The provisions of subsection 11(2) and sections 16 to 18 apply, with such modifications as the circumstances require, in respect of the supplement payable to the pensioner pursuant to subsection 22(2).

  • R.S., 1985, c. O-9, s. 26
  • R.S., 1985, c. 34 (1st Supp.), s. 6
  • 1995, c. 33, s. 15
  • 2000, c. 12, s. 200
  • 2007, c. 11, s. 21

PART IVGeneral

Effect of Waiver

Marginal note:Deeming provision

 When the requirement for an application for a benefit is waived by the Minister under this Act, the application is deemed to have been made by the applicant on the day on which the requirement is waived and, for greater certainty, the applicant shall not be paid that benefit for any month that is more than 11 months before the month in which the application is deemed to have been made.

  • 2007, c. 11, s. 22

Adjustment in Consumer Price Index

Marginal note:Where basis of Consumer Price Index changed

 Where at any time the Consumer Price Index for Canada, as published by Statistics Canada under the authority of the Statistics Act, is adjusted to reflect a new time basis or a new content basis, a corresponding adjustment shall be made in the Consumer Price Index with respect to any adjustment quarter that is used for the purpose of calculating the amount of any benefit that may be paid under this Act.

  • R.S., c. O-6, s. 17
  • R.S., c. 21(2nd Supp.), s. 7
  • 1972, c. 10, s. 6
  • 1973-74, c. 35, s. 4

Reconsiderations and Appeals

Marginal note:Request for reconsideration by Minister

  •  (1) A person who is dissatisfied with a decision or determination made under this Act that no benefit may be paid to that person, or respecting the amount of any benefit that may be paid to that person, may, within ninety days after the day on which the person is notified in the prescribed manner of the decision or determination, or within such longer period as the Minister may either before or after the expiration of those ninety days allow, make a request to the Minister in the prescribed form and manner for a reconsideration of that decision or determination.

  • Marginal note:Decision of Minister

    (2) The Minister shall, without delay after receiving a request referred to in subsection (1), reconsider the decision or determination, as the case may be, and may confirm or vary it and may approve payment of a benefit, determine the amount of a benefit or determine that no benefit is payable and shall without delay notify the person who made the request in writing of the Minister’s decision and of the reasons for the decision.

  • 1995, c. 33, s. 16

Marginal note:Appeal re benefits

  •  (1) A person who makes a request under subsection 27.1(1) and who is dissatisfied with the decision of the Minister in respect of the request, or, subject to the regulations, any person on their behalf, may appeal the decision to a Review Tribunal under subsection 82(1) of the Canada Pension Plan.

  • Marginal note:Reference as to income

    (2) Where, on an appeal to a Review Tribunal, it is a ground of the appeal that the decision made by the Minister as to the income or income from a particular source or sources of an applicant or beneficiary or of the spouse or common-law partner of the applicant or beneficiary was incorrectly made, the appeal on that ground shall, in accordance with the regulations, be referred for decision to the Tax Court of Canada, whose decision, subject only to variation by that Court in accordance with any decision on an appeal under the Tax Court of Canada Act relevant to the appeal to the Review Tribunal, is final and binding for all purposes of the appeal to the Review Tribunal except in accordance with the Federal Courts Act.

  • Marginal note:Stay of benefits pending judicial review

    (3) Where a decision is made by a Review Tribunal in respect of a benefit, the Minister may stay payment of the benefit until the later of

    • (a) the expiration of the period allowed for making an application under the Federal Courts Act for judicial review of the decision, and

    • (b) where Her Majesty has made an application under the Federal Courts Act for judicial review of the decision, the month in which all proceedings in relation to the judicial review have been completed.

  • R.S., 1985, c. O-9, s. 28
  • R.S., 1985, c. 34 (1st Supp.), s. 7, c. 51 (4th Supp.), s. 15
  • 1995, c. 33, s. 16
  • 2000, c. 12, s. 207
  • 2002, c. 8, s. 182

Incapacity

Marginal note:Incapacity when application actually made

  •  (1) Where an application for a benefit is made on behalf of a person and the Minister is satisfied, on the basis of evidence provided by or on behalf of that person, that the person was incapable of forming or expressing an intention to make an application on the person’s own behalf on the day on which the application was actually made, the Minister may deem the application to have been made in the month preceding the first month in which the relevant benefit could have commenced to be paid or in the month that the Minister considers the person’s last relevant period of incapacity to have commenced, whichever is the later.

  • Marginal note:Where previous incapacity

    (2) Where an application for a benefit is made by or on behalf of a person and the Minister is satisfied, on the basis of evidence provided by or on behalf of that person, that

    • (a) the person was incapable of forming or expressing an intention to make an application before the day on which the application was actually made,

    • (b) the person had ceased to be so incapable before that day, and

    • (c) the application was made

      • (i) within the period beginning on the day on which that person had ceased to be incapable and comprising the same number of days, not exceeding twelve months, as in the period of incapacity, or

      • (ii) where the period referred to in subparagraph (i) comprises fewer than thirty days, not more than one month after the month in which that person ceased to be so incapable,

    the Minister may deem the application to have been made in the month preceding the first month in which the relevant benefit could have commenced to be paid or in the month that the Minister considers the person’s last relevant period of incapacity to have commenced, whichever is the later.

  • Marginal note:Period of incapacity

    (3) For the purposes of subsections (1) and (2), a period of incapacity must be a continuous period, except as otherwise prescribed.

  • Marginal note:Application

    (4) This section applies only to persons who were incapacitated on or after January 1, 1995.

  • 1995, c. 33, s. 17

Death

Marginal note:Application for pension by estate, etc.

  •  (1) Despite anything in this Act, an application for a pension that would have been payable to a deceased person who, before their death, would have been entitled, on approval of an application, to payment of that pension under this Act may be made within one year after the person’s death by the estate or succession, by the liquidator, executor or administrator of the estate or succession or heir of that person or by any person that may be prescribed by regulation.

  • Marginal note:Pension payable to estate or other persons

    (2) If an application is made under subsection (1), the pension that would have been payable to a deceased person referred to in that subsection shall be paid to the estate or succession or to any person that may be prescribed by regulation.

  • Marginal note:Application deemed to have been received on date of death

    (3) Any application made under subsection (1) is deemed to have been received on the date of the death of the person who, before their death, would have been entitled to payment of the pension.

  • 1984, c. 27, s. 8
  • 2007, c. 11, s. 23

Marginal note:Retroactive application by survivor

  •  (1) Despite paragraph 19(6)(b), if a person dies and the person’s survivor would have been entitled to an allowance under section 19 had the survivor and the deceased person made a joint application for it before the death of the deceased person, the survivor may make application for an allowance under section 19 within one year after the death of the deceased person.

  • Marginal note:Treated as joint application

    (2) An application referred to in subsection (1) shall be considered and dealt with as though it had been a joint application of the survivor and the deceased person and had been received on the date of the death of the deceased person.

  • (3) [Repealed, 2007, c. 11, s. 24]

  • R.S., 1985, c. O-9, s. 30
  • R.S., 1985, c. 34 (1st Supp.), s. 8
  • 2000, c. 12, ss. 202, 209(E)
  • 2007, c. 11, s. 24

Marginal note:Presumption as to death of applicant or beneficiary

  •  (1) Where an applicant or beneficiary has disappeared under circumstances that, in the opinion of the Minister, raise beyond a reasonable doubt a presumption that the applicant or beneficiary is dead, the Minister may issue a certificate declaring that the applicant or beneficiary is presumed to be dead and stating the date on which the death is presumed to have occurred, and thereupon the applicant or beneficiary shall be deemed for all purposes of this Act to have died on the date so stated in the certificate.

  • Marginal note:Change of presumed date of death

    (2) If, after issuing a certificate under subsection (1), the Minister is satisfied from new information or evidence that the date of death is different from that stated in the certificate, the Minister may revoke the certificate and issue a new certificate stating a different date, in which case the applicant or beneficiary shall be deemed for all purposes of this Act to have died on the date so stated in the new certificate.

  • Marginal note:Where person presumed dead reappears

    (3) If, after issuing a certificate under this section, the Minister is satisfied from new information or evidence that the applicant or beneficiary named in the certificate is alive, the Minister shall forthwith revoke the certificate and cause that person’s benefits to be re-instated effective the month following the date of the person’s presumed death stated in the certificate, subject to the provisions of this Act relating to the person’s eligibility to receive those benefits.

  • Marginal note:Death certificates issued by other authorities

    (4) For the purposes of this section, the Minister is not bound by the issuance or revocation of a death certificate by any other authority.

  • 1984, c. 27, s. 8

Erroneous Advice or Administrative Error

Marginal note:Where person denied benefit due to departmental error, etc.

 Where the Minister is satisfied that, as a result of erroneous advice or administrative error in the administration of this Act, any person has been denied a benefit, or a portion of a benefit, to which that person would have been entitled under this Act, the Minister shall take such remedial action as the Minister considers appropriate to place the person in the position that the person would be in under this Act had the erroneous advice not been given or the administrative error not been made.

  • R.S., 1985, c. O-9, s. 32
  • 1995, c. 33, s. 18

Protection of Personal Information

Marginal note:Definitions

  •  (1) The following definitions apply in this section and sections 33.01 to 33.11 and 39.

    administration

    mise en oeuvre

    administration includes the development, operation, evaluation and enforcement of policies and programs. (mise en oeuvre)

    federal institution

    institution fédérale

    federal institution means a department or any other body referred to in Schedule I, I.1, II or III to the Financial Administration Act. (institution fédérale)

    public officer

    fonctionnaire public

    public officer means an officer or employee of a federal institution, or a prescribed individual or a member of a prescribed class of individuals. (fonctionnaire public)

  • Marginal note:Interpretation

    (2) The definition of a word or expression in subsection (1) does not affect its interpretation in any other provision of this Act.

  • Marginal note:Purpose

    (3) This section and sections 33.01 to 33.09, 33.12 and 33.13 set out the rules that apply to the protection and the making available of information with respect to an individual that was obtained under this Act or prepared under this Act from that information.

  • R.S., 1985, c. O-9, s. 33
  • 1991, c. 44, s. 32
  • 1992, c. 24, s. 17, c. 48, s. 29
  • 1995, c. 33, s. 20
  • 1996, c. 11, ss. 76, 97, 101, c. 16, s. 61, c. 18, ss. 55, 58, c. 21, s. 74
  • 1997, c. 40, s. 102
  • 2003, c. 22, s. 178
  • 2005, c. 35, s. 55

Marginal note:Protection of information

  •  (1) Information with respect to an individual is privileged and shall not be made available except as authorized by this Act.

  • Marginal note:Availability of information on request of an individual

    (2) In addition to an individual’s right of access under section 12 of the Privacy Act, and subject to the exemptions and exclusions provided in that Act, information with respect to an individual may, on request in writing to the Minister by the individual or their representative, be made available to that individual or representative or, on the conditions that may be prescribed, to any person or body named in the request.

  • Marginal note:Availability of information to the individual or other persons

    (3) Subject to the exemptions and exclusions provided in the Privacy Act, if information is relevant to the making of an application or the receipt of a benefit by the individual under this Act, it may be made available to

    • (a) the individual;

    • (b) the individual’s representative;

    • (c) a member of Parliament inquiring on behalf of the individual; or

    • (d) on the conditions that may be prescribed, any other individual authorized in writing by the individual.

  • Marginal note:Availability of information for proceedings

    (4) Information may be made available for the purpose of civil or criminal proceedings relating to the administration of this Act, including appeals under this Act.

  • 1997, c. 40, s. 102
  • 2005, c. 35, s. 56
  • 2007, c. 11, s. 25

Marginal note:Availability of information within certain departments

 Information may be made available to the Minister or a public officer of the Department of Social Development or the Department of Human Resources and Skills Development, or a commissioner of the Canada Employment Insurance Commission, for the purpose of the administration of a federal or provincial law or activity.

  • 1997, c. 40, s. 102
  • 2005, c. 35, s. 57

Marginal note:Availability of information within federal institutions

  •  (1) Information may be made available to other ministers or public officers for the purpose of the administration of this Act.

  • Marginal note:Availability of information within federal institutions

    (2) Information may be made available to the minister responsible for, and to any public officer of,

    • (a) the Canada Revenue Agency, if the information is necessary for the purpose of the administration of the Income Tax Act or Part 1 of the Energy Costs Assistance Measures Act;

    • (b) the Department of Veterans Affairs, if the information is necessary for the purpose of the administration of any Act of Parliament that is administered by the Minister of Veterans Affairs; and

    • (c) the Correctional Service of Canada, if the information is necessary for the purpose of the administration of the Corrections and Conditional Release Act.

  • Marginal note:Other federal institutions

    (2.1) Information may also be made available to a minister or a public officer of a prescribed federal institution for the administration of a prescribed federal or provincial law or activity if the Minister considers it advisable and the information is made available subject to the conditions set out in an agreement between the Minister and the federal institution.

  • Marginal note:Secondary release of information

    (3) Information obtained under this section shall not be made available to any other person or body unless the information is made available only for the same purpose and on any conditions that the Minister may set out.

  • 1997, c. 40, s. 102
  • 1999, c. 17, s. 171
  • 2000, c. 34, s. 94(F)
  • 2005, c. 35, s. 58, c. 38, s. 138, c. 49, s. 7

Marginal note:Exception re war crimes

  •  (1) Information may be made available to the Commissioner of the Royal Canadian Mounted Police and the Minister of Justice and Attorney General of Canada for the purpose of investigations, prosecutions and extradition activities in Canada in relation to war crimes and crimes against humanity.

  • Marginal note:Secondary release of information

    (2) Information obtained under subsection (1) shall not be made available to any other person or body unless the information is made available for the same purpose.

  • 1997, c. 40, s. 102

Marginal note:Availability of information to provincial authorities

  •  (1) Information may be made available to the government of a province, or to a public body created under the law of a province, for the purpose of the administration of a federal law or activity or a provincial law if the Minister considers it advisable and the information is made available on the conditions set out in an agreement between the Minister and the government or body.

  • Marginal note:Secondary release of information

    (2) Information obtained by a government or public body under subsection (1) shall not be made available to any other person or body unless the Minister considers it advisable and the information is made available only for the same purpose and on the conditions set out in an agreement between the Minister and the government or public body.

  • 1997, c. 40, s. 102
  • 2005, c. 35, s. 59(F)

Marginal note:Availability of information to certain persons or bodies

  •  (1) Information may be made available to any person or body to whom any of sections 33.01 to 33.05 do not apply, for the purpose of the administration of a federal law or activity or a provincial law, if the Minister considers it advisable and the information is made available on the conditions set out in an agreement between the Minister and the person or body.

  • Marginal note:Secondary release of information

    (2) Information obtained by a person or body under subsection (1) shall not be made available to any other person or body unless the Minister considers it advisable and the information is made available only for the same purpose and on the conditions set out in an agreement between the Minister and the person or body that obtained the information.

  • (3) [Repealed, 2005, c. 35, s. 60]

  • 1997, c. 40, s. 102
  • 2005, c. 35, s. 60

Marginal note:Where Minister may permit information to be made available

  •  (1) Despite sections 33.01 to 33.06, information may be made available if, in the Minister’s opinion, the public interest in disclosure clearly outweighs any invasion of privacy that could result from the disclosure or that permitting the information to be made available would clearly benefit the individual to whom the information relates.

  • Marginal note:Notice of disclosure

    (2) The Minister shall, in writing, notify the Privacy Commissioner appointed under section 53 of the Privacy Act of any disclosure of personal information under subsection (1) before the disclosure if reasonably practicable or, in any other case, without delay on the disclosure, and the Privacy Commissioner may, if the Commissioner deems it appropriate, notify the individual to whom the information relates of the disclosure.

  • 1997, c. 40, s. 102

Marginal note:Evidence and production of documents

 Despite any other Act or law, the Minister and public officers shall not be required, in connection with any legal proceedings, to give evidence relating to information that is privileged under subsection 33.01(1) or to produce a statement or other writing that contains any such privileged information unless the Minister considers that it is appropriate to do so.

  • 1997, c. 40, s. 102
  • 2005, c. 35, s. 61

Marginal note:Offence

  •  (1) Every person or body commits an offence who knowingly makes available information that is privileged under this Act, or who knowingly uses or allows such information to be used, otherwise than in accordance with this Act, any condition referred to in section 33.01, 33.03, 33.05, 33.06 or 33.12 or an agreement referred to in section 33.05, 33.06, 33.12 or 39.

  • Marginal note:Punishment — individuals

    (2) An individual who is guilty of an offence under subsection (1) is liable on summary conviction to a fine of not more than $10,000 or to imprisonment for a term of not more than six months, or to both.

  • Marginal note:Punishment — others

    (3) A body or a person, other than an individual, who is guilty of an offence under subsection (1) is liable on summary conviction to a fine of not more than $100,000.

  • 1997, c. 40, s. 102
  • 2005, c. 35, s. 61

Marginal note:Agreements authorizing the obtention of information

 The Minister may enter into agreements with federal institutions, governments of provinces or public bodies created under provincial law and other persons or bodies to obtain information for the purposes of the administration of this Act.

  • 1997, c. 40, s. 102

Marginal note:Information obtained under other Acts and relative to Social Insurance Numbers

 Despite any other Act or law,

  • (a) the Minister of National Revenue or any person designated by that Minister for the purpose may, for any purpose relating to the administration of this Act, make available to the Minister, or to a public officer of the Department of Social Development designated by the Minister for the purpose, a report providing information available to the Minister of National Revenue with respect to any applicant or beneficiary or the spouse or common-law partner of any applicant or beneficiary;

  • (b) the Minister of Citizenship and Immigration and officers and employees of the Department of Citizenship and Immigration may make available to the Minister or a public officer of the Department of Social Development any information that was obtained in the administration of the Immigration and Refugee Protection Act that relates to an applicant, a beneficiary or a spouse or common-law partner of an applicant or beneficiary, if the information is necessary for the administration of this Act; and

  • (c) if Social Insurance Numbers have been assigned under the authority of any other Act, the minister or other authority charged with the administration of that Act and the Minister may exchange any information contained in applications for those numbers and any numbers so assigned, and may make available any such information or numbers in any manner that may be authorized by that Act.

  • 1997, c. 40, s. 102
  • 2000, c. 12, s. 207
  • 2001, c. 27, s. 267
  • 2005, c. 35, s. 66

Marginal note:Research or statistical purposes

 Information may be made available for research or statistical purposes to any person or body, including one referred to in any of sections 33.03 to 33.06, if

  • (a) the Minister is of the opinion that the research or statistical purposes are consistent with the principles set out in paragraphs 33.13(1)(a) to (e);

  • (b) the Minister is of the opinion that the purpose for which the information is made available cannot reasonably be accomplished unless the information is provided in a form that may identify the individual to whom it relates; and

  • (c) the information is made available subject to conditions set out in an agreement between the Minister and the person or body, and the person or body undertakes in the agreement not to subsequently disclose the information in a form that could reasonably be expected to identify the individual to whom it relates.

  • 2005, c. 35, s. 62

Marginal note:Use of information for research purposes

  •  (1) The use of information by the Minister and by public officers of the Department of Social Development for policy analysis, research or evaluation purposes shall be guided by the following principles:

    • (a) the object of the policy analysis, research or evaluation is consistent with the powers, duties and functions of the Minister under the Department of Social Development Act;

    • (b) the use of the information is consistent with any agreement under which the information was obtained;

    • (c) the results of the policy analysis, research or evaluation will be made available only in accordance with sections 33 to 33.08 and 33.12 and any agreements under which the information was obtained;

    • (d) the policy analysis, research or evaluation would be difficult or impossible if the information were not used; and

    • (e) the policy analysis, research or evaluation is in the public interest.

  • Marginal note:Use

    (2) Unless authorized by the Minister, a public officer shall not use information for the purpose of policy analysis, research or evaluation if the information would allow an individual to be identified.

  • Marginal note:Restriction

    (3) Information that is used for policy analysis, research or evaluation purposes shall not be used for any administrative purpose as defined in section 3 of the Privacy Act.

  • 2005, c. 35, s. 62

Regulations

Marginal note:Regulations

 The Governor in Council may make regulations for carrying the purposes and provisions of this Act into effect and, without restricting the generality of the foregoing, may make regulations

  • (a) prescribing the manner of making any application, statement or notification required or permitted by this Act, the information and evidence to be made available or allowed to be made available in connection therewith and the procedure to be followed in dealing with and approving applications;

  • (b) prescribing the manner in which the average of the Consumer Price Index for any period of months shall be determined and the manner in which any such average that is determined to be a fraction of a whole number shall be expressed;

  • (c) defining the expression “pension income” for the purposes of section 14;

  • (d) for determining, for the purposes of any provision of section 14, the month in which or the month immediately before the month in which an applicant or an applicant’s spouse or common-law partner ceased to hold an office or employment, ceased to carry on a business or suffered a loss of income due to termination or reduction of pension income;

  • (e) prescribing the circumstances that shall be deemed to constitute, or prescribing what shall be or shall be deemed to be, an application by or on behalf of persons who are qualified for a pension under this Act and who, on or before December 31, 1951, applied for or were granted a pension as defined in the Old Age Pensions Act, chapter 156 of the Revised Statutes of Canada, 1927, and prescribing the time at which such applications shall be deemed to have been made or approved;

  • (f) prescribing the information and evidence to be made available or allowed to be made available by beneficiaries and the circumstances and form in which the information or evidence shall be submitted;

  • (g) providing for the assignment of Social Insurance Numbers by the Minister to applicants and beneficiaries, and to the spouses or common-law partners of applicants and beneficiaries, to whom such numbers have not earlier been assigned;

  • (h) defining residence and presence in Canada and defining intervals of absence from Canada that shall be deemed not to have interrupted residence or presence in Canada;

  • (i) providing, in the case of an allowance the amount of which is less than such amount not exceeding two dollars as may be prescribed in the regulations, for the payment of the allowance to the beneficiary at such intervals less frequently than monthly as may be prescribed in the regulations, or for the payment monthly of the prescribed amount to the beneficiary;

  • (j) providing for the suspension of payment of a benefit during an investigation into the eligibility of the beneficiary and the reinstatement or resumption of the payment thereof;

  • (k) prescribing the circumstances in which the spouse or common-law partner of a pensioner shall be deemed to be separated from the pensioner for the purposes of paragraph 19(1)(a) and subsection 19(5);

  • (l) prescribing the circumstances in which a pensioner shall be deemed to be separated from the pensioner’s spouse for the purposes of subsections 15(4.1) and (6.1);

  • (m) prescribing the manner in which any amount required by this Act to be deducted and retained out of any benefit payment shall be so deducted and retained;

  • (n) prescribing the procedure to be followed on any reference under subsection 28(2);

  • (o) providing for the making of any application or statement, or the doing of any other act or thing required or permitted by this Act, by any person or agency, and for the payment of a benefit to any person or agency, on behalf of any other person or beneficiary if it is established in any manner and by any evidence that may be prescribed by the regulations that the other person or beneficiary is, by reason of infirmity, illness, insanity or other cause, incapable of managing their own affairs, and prescribing the manner in which any benefit authorized to be paid to the person or agency shall be administered and expended for the benefit of the other person or beneficiary and accounted for;

  • (p) providing events for the purposes of subsections 11(8), 19(6.2) and 21(9.1);

  • (q) prescribing anything that must or may be prescribed by regulations made under this Act; and

  • (r) respecting the use of electronic means to create, communicate, make available, collect, receive, store or otherwise deal with a document or information under this Act, including

    • (i) the technology or process, and the format, that must be used,

    • (ii) the place where an electronic document is to be made or sent,

    • (iii) the time and circumstances when an electronic document is considered to be sent or received and the place where it is considered to have been sent or received,

    • (iv) the technology or process to be used to make or verify an electronic signature and the manner in which the signature is to be used, and

    • (v) the circumstances in which an electronic document must be signed with an electronic signature or a secure electronic signature; and

  • (s) providing that a requirement under a provision of this Act to provide a document or information by non-electronic means is satisfied by the provision of an electronic document if the prescribed conditions, if any, have been complied with.

  • R.S., 1985, c. O-9, s. 34
  • R.S., 1985, c. 34 (1st Supp.), s. 9, c. 1 (4th Supp.), s. 28
  • 1995, c. 33, s. 21
  • 1996, c. 18, s. 56
  • 1998, c. 21, s. 117
  • 2000, c. 12, ss. 204, 207, 209(E)
  • 2007, c. 11, s. 26

Marginal note:Personal Information Protection and Electronic Documents Act

 In paragraphs 34(r) and (s), “electronic document”, “electronic signature” and “secure electronic signature” have the same meaning as in subsection 31(1) of the Personal Information Protection and Electronic Documents Act.

  • 2007, c. 11, s. 27

Marginal note:Regulations — payment of interest

 The Governor in Council may make regulations respecting the payment of interest on amounts owing to Her Majesty under this Act, including regulations prescribing

  • (a) the circumstances in which interest is payable;

  • (b) rates of interest or the manner of calculating rates of interest;

  • (c) terms and conditions for the imposition and payment of interest; and

  • (d) terms and conditions under which the Minister may waive, reduce or remit the interest payable.

  • 2007, c. 11, s. 27

Form of Documents

Marginal note:Form of applications, statements and notifications

 Every application, statement or notification required or permitted by this Act shall be made or given in such form as the Minister may require.

  • R.S., c. 21(2nd Supp.), s. 9

Benefits

Marginal note:Making claim or providing information in person

 The Minister may require an applicant or other person or a group or class of persons to be at a suitable place at a suitable time in order to make an application for benefits in person or to provide additional information about an application.

  • 1997, c. 40, s. 103

Marginal note:Benefit not assignable

  •  (1) A benefit shall not be assigned, charged, attached, anticipated or given as security, and any transaction purporting to assign, charge, attach, anticipate or give as security a benefit is void.

  • Marginal note:Benefit not subject to seizure or execution

    (1.1) A benefit is exempt from seizure and execution, either at law or in equity.

  • Marginal note:Exception

    (2) Despite subsections (1) and (1.1), if a provincial authority or a municipal authority in a province pays a person any advance or assistance or welfare payment for a month or a portion of a month that would not be paid if a benefit under this Act had been paid for that period and subsequently a benefit becomes payable or payment of a benefit may be made under this Act to that person for that period, the Minister may, in accordance with any terms and conditions that may be prescribed, deduct from the benefit and pay to the provincial authority or municipal authority, as the case may be, an amount not more than the amount of the advance or assistance or welfare payment paid.

  • Marginal note:Reimbursement of Department of Veterans Affairs

    (3) Notwithstanding subsections (1) and (1.1), where any benefit is received for a month or any portion of a month after this subsection comes into force under any Act of Parliament that is administered by the Minister of Veterans Affairs, that would not have been received if a benefit under this Act had been paid for that period and subsequently a benefit becomes payable or payment of a benefit may be made under this Act to that person for that period, the Minister may deduct from the benefit and pay to the Department of Veterans Affairs an amount not exceeding the amount of the benefit if that person had, on or before receiving the benefit from the Department of Veterans Affairs, consented in writing to the deduction and payment by the Minister.

  • R.S., 1985, c. O-9, s. 36
  • 1995, c. 33, s. 22
  • 1997, c. 40, s. 104
  • 2000, c. 34, s. 94(F)

Marginal note:Return of benefit where recipient not entitled

  •  (1) A person who has received or obtained by cheque or otherwise a benefit payment to which the person is not entitled, or a benefit payment in excess of the amount of the benefit payment to which the person is entitled, shall forthwith return the cheque or the amount of the benefit payment, or the excess amount, as the case may be.

  • Marginal note:Recovery of amount of payment

    (2) If a person has received or obtained a benefit payment to which the person is not entitled, or a benefit payment in excess of the amount of the benefit payment to which the person is entitled, the amount of the benefit payment or the excess amount, as the case may be, constitutes a debt due to Her Majesty and is recoverable at any time in the Federal Court or any other court of competent jurisdiction or in any other manner provided by this Act.

  • Marginal note:Recovery of amount of interest

    (2.01) Interest payable under this Act constitutes a debt due to Her Majesty and is recoverable at any time in the Federal Court or any other court of competent jurisdiction or in any other manner provided by this Act.

  • Marginal note:Set-off

    (2.1) If any amount is or becomes payable to the person or to the person’s estate or succession under this Act or any other Act or program administered by the Minister, the amount of the debt may be deducted and retained out of the amount payable in the prescribed manner.

  • Marginal note:Certificates

    (2.2) All or part of the debt that has not been recovered may be certified by the Minister

    • (a) without delay, if in the Minister’s opinion the person liable to pay the amount is attempting to avoid payment; and

    • (b) in any other case, on the expiration of 30 days after the default.

  • Marginal note:Judgment

    (2.3) On production to the Federal Court, the certificate shall be registered in the Court. When it is registered, it has the same force and effect, and all proceedings may be taken, as if the certificate were a judgment obtained in the Court for a debt of the amount specified in the certificate.

  • Marginal note:Judgment

    (2.4) A certificate registered under subsection (2.3) may also be registered in the superior court of a province as if it were a document evidencing a judgment of that court.

  • Marginal note:Costs

    (2.5) All reasonable costs and charges for the registration of the certificate are recoverable in the same way as if they had been certified and the certificate registered under this section.

  • Marginal note:Charge on land

    (2.6) A document issued by the Federal Court or by a superior court of a province evidencing a certificate in respect of a debtor registered under subsection (2.3) or (2.4) may be recorded for the purpose of creating security, or a charge, lien or legal hypothec, on land in a province, or on an interest in land in a province, held or owned by the debtor, in the same manner as a document evidencing a judgment of the superior court of the province against a person for a debt owing by the person may be recorded in accordance with the law of the province to create security, or a charge, lien or legal hypothec, on land, or an interest in land, held or owned by the person.

  • Marginal note:Garnishment

    (2.7) If the Minister knows or suspects that a person is or is about to become indebted or liable to make a payment to a person liable to make a payment to Her Majesty under this Act, the Minister may, by a notice served personally or by confirmed delivery service, require the first person to pay the money otherwise payable to the second person in whole or in part to the Receiver General on account of the second person’s liability.

  • Marginal note:Debt due to the Crown

    (2.8) An amount not paid as required by a notice under subsection (2.7) is a debt due to Her Majesty.

  • Marginal note:Proof of personal service

    (2.9) If provision is made by this Act or the regulations for personal service of a request for information or a notice or demand, an affidavit of the person effecting service stating that

    • (a) the person has charge of the appropriate records and has knowledge of the facts in the particular case,

    • (b) such a request, notice or demand was served personally on a named day on the person to whom it was directed, and

    • (c) the person identifies as an exhibit attached to the affidavit a true copy of the request, notice or demand,

    is evidence of the personal service and of the request, notice or demand.

  • (3) [Repealed, 1997, c. 40, s. 105]

  • Marginal note:Remission of amount owing

    (4) Notwithstanding subsections (1), (2) and (3), where a person has received or obtained a benefit payment to which that person is not entitled or a benefit payment in excess of the amount of the benefit payment to which that person is entitled and the Minister is satisfied that

    • (a) the amount or excess of the benefit payment cannot be collected within the reasonably foreseeable future,

    • (b) the administrative costs of collecting the amount or excess of the benefit payment are likely to equal or exceed the amount to be collected,

    • (c) repayment of the amount or excess of the benefit payment would cause undue hardship to the debtor, or

    • (d) the amount or excess of the benefit payment is the result of erroneous advice or administrative error in the administration of this Act,

    the Minister may, unless that person has been convicted of an offence under any provision of this Act or of the Criminal Code in connection with the obtaining of the benefit payment, remit all or any portion of the amount or excess of the benefit payment.

  • Marginal note:Exclusion of Financial Administration Act

    (5) Section 155.1 of the Financial Administration Act does not apply in relation to amounts owing to Her Majesty under this Act.

  • R.S., 1985, c. O-9, s. 37
  • 1991, c. 44, s. 33
  • 1995, c. 33, s. 23
  • 1997, c. 40, s. 105
  • 2001, c. 4, s. 111
  • 2007, c. 11, s. 28

Oaths and Affidavits

Marginal note:Commissioners for oaths, etc.

  •  (1) Any officer or employee of Her Majesty who is authorized by the Minister for the purpose may, in the course of their employment and subject to any other Act of Parliament or any Act of the legislature of a province, administer oaths and take and receive affidavits, declarations and solemn affirmations and every person so authorized has, with respect to any such oath, affidavit, declaration or affirmation, all the powers of a commissioner for taking affidavits.

  • Marginal note:Acceptance of oaths, etc.

    (2) The Minister may accept, for the purposes of the administration of this Act or the regulations, any oath administered or affidavit, declaration or solemn affirmation given by any officer or employee of any department in, or other portion of, the federal public administration specified in Schedule I, IV or V to the Financial Administration Act or of any department of the government of a province who has all the powers of a commissioner for taking affidavits.

  • R.S., 1985, c. O-9, s. 38
  • 1995, c. 33, s. 24
  • 2003, c. 22, s. 179

Agreements

Marginal note:Payment of provincial benefit

  •  (1) Where a province provides benefits similar to or as a supplement to benefits payable under this Act for a pensioner or a pensioner’s spouse or common-law partner within that province, the Minister may, with the approval of the Governor in Council, enter into an agreement with the government of that province whereby the provincial benefit that is payable to a pensioner or a pensioner’s spouse or common-law partner may be included with the amount of the benefit under this Act and paid on behalf of the government of that province in such manner as the agreement may provide.

  • Marginal note:Administration of provincial benefits

    (1.1) The agreement may provide for the Minister to administer the provincial benefits on behalf of the government of that province in accordance with the terms and conditions set out in the agreement.

  • Marginal note:Province to reimburse expenses

    (2) It shall be a term of the agreement that the government of the province that is a party to the agreement shall reimburse the Minister for the expenses incurred by the Minister under that agreement.

  • R.S., 1985, c. O-9, s. 39
  • 2000, c. 12, s. 205
  • 2007, c. 11, s. 29

Marginal note:Reciprocal arrangements re administration, etc.

  •  (1) Where, under any law of a country other than Canada, provision is made for the payment of old age or other benefits including survivors’ or disability benefits, the Minister may, on behalf of the Government of Canada, on such terms and conditions as may be approved by the Governor in Council, enter into an agreement with the government of that country for the making of reciprocal arrangements relating to the administration or operation of that law and of this Act, including, without restricting the generality of the foregoing, arrangements relating to

    • (a) the exchange of such information obtained under that law or this Act as may be necessary to give effect to any such arrangements;

    • (b) the administration of benefits payable under this Act to persons resident in that country, the extension of benefits under that law or this Act to persons employed in or resident in that country and the increase or decrease in the amount of the benefits payable under that law or this Act to persons employed in or resident in that country;

    • (c) the administration of benefits payable under that law to persons resident in Canada, the extension of benefits under that law or this Act to persons employed in or resident in Canada and the increase or decrease in the amount of the benefits payable under that law or this Act to persons employed in or resident in Canada;

    • (d) the totalization of periods of residence and periods of contribution in that country and periods of residence in Canada; and

    • (e) the payment by that country and Canada respectively, where applicable as a result of totalization, of prorated benefits based on periods of residence and periods of contribution in that country and periods of residence in Canada.

  • Marginal note:Regulations for giving effect to agreements

    (2) For the purpose of giving effect to any agreement entered into under subsection (1), the Governor in Council may make such regulations respecting the manner in which this Act shall apply to any case or class of cases affected by the agreement, and for adapting this Act thereto, as appear to the Governor in Council to be necessary for that purpose, and any regulations so made may provide therein for the making of any financial adjustments required under the agreement and for the crediting or charging of the amount of any such adjustments to the Consolidated Revenue Fund.

  • 1976-77, c. 9, s. 13
  • 1984, c. 27, s. 11

Marginal note:Coming into force of agreements

  •  (1) The Governor in Council may, by order, declare any agreement entered into under section 40 to be in force and, when any such order comes into force, the agreement to which it relates has the force of law in Canada during such period as by the terms of the agreement it remains in force.

  • Marginal note:Publication

    (2) Notice of the day an agreement entered into under section 40 comes into force and of the day it ceases to be in force shall be given by proclamation of the Governor in Council published, with the text of the agreement, in the Canada Gazette.

  • 1976-77, c. 9, s. 13

Marginal note:Tabling order

  •  (1) An order under section 41 shall be laid before each House of Parliament within the first 15 days on which that House is sitting after the order is made.

  • Marginal note:Coming into force of order

    (2) An order referred to in subsection (1) shall come into force on the thirtieth sitting day after it has been laid before Parliament pursuant to that subsection unless before the twentieth sitting day after the order has been laid before Parliament a motion for the consideration of either House, to the effect that the order be revoked, signed by not less than fifty members of the House of Commons in the case of a motion for the consideration of that House and by not less than twenty members of the Senate in the case of a motion for the consideration of the Senate, is filed with the Speaker of the appropriate House.

  • Marginal note:Consideration of motion

    (3) Where a motion for the consideration of the House of Commons or Senate is filed as provided in subsection (2) with respect to a particular order referred to in subsection (1), that House shall, not later than the sixth sitting day of that House following the filing of the motion, in accordance with the rules of that House, unless a motion to the like effect has earlier been taken up and considered in the other House, take up and consider the motion.

  • Marginal note:Time for disposition of motion

    (4) A motion taken up and considered in accordance with subsection (3) shall be debated without interruption for not more than five hours and, on the conclusion of the debate or at the expiration of the fifth such hour, the Speaker of the House of Commons or the Senate, as the case may be, shall forthwith put, without further debate or amendment, every question necessary for the disposal of the motion.

  • Marginal note:Procedure on adoption of motion

    (5) If a motion taken up and considered in accordance with subsection (3) is adopted, with or without amendments, a message shall be sent from the House adopting the motion informing the other House that the motion has been so adopted and requesting that the motion be concurred in by that other House.

  • Marginal note:Procedure in other House

    (6) Within the first fifteen days next after receipt by it of a request pursuant to subsection (5) that the House receiving the request is sitting, that House shall, in accordance with the rules thereof, take up and consider the motion that is the subject of the request and all questions in connection therewith shall be debated without interruption for not more than five hours and, on the conclusion of the debate or at the expiration of the fifth such hour, the Speaker of the House of Commons or the Senate, as the case may be, shall forthwith put, without further debate or amendment, every question necessary to determine whether or not the motion in question is concurred in.

  • Marginal note:Where motion adopted and concurred in

    (7) Where a motion taken up and considered in accordance with this section is adopted by the House in which it was introduced and is concurred in by the other House, the particular order to which the motion relates shall stand revoked but without prejudice to the making of a further order of a like nature to implement a subsequent agreement between the Government of Canada and the government of the country that was a party to the agreement to which the order related.

  • Marginal note:Where motion not adopted or concurred in

    (8) Where a motion taken up and considered in accordance with this section is not adopted by the House in which it was introduced or is adopted, with or without amendments, by that House but is not concurred in by the other House, the particular order to which the motion relates comes into force immediately on the failure to adopt the motion or concur therein, as the case may be.

  • Definition of expression sitting day

    (9) For the purposes of subsection (2), a day on which either House of Parliament sits shall be deemed to be a sitting day.

  • R.S., 1985, c. O-9, s. 42
  • 2007, c. 11, s. 30

Marginal note:Negative resolution of Parliament

 When each House of Parliament enacts rules whereby any regulation made subject to negative resolution of Parliament within the meaning of section 39 of the Interpretation Act may be made the subject of a resolution of both Houses of Parliament introduced and passed in accordance with the rules of those Houses, section 42 of this Act is thereupon repealed and an order made thereafter under section 41 is an order made subject to negative resolution of Parliament within the meaning of section 39 of the Interpretation Act.

  • 1976-77, c. 9, s. 13

Offences

Marginal note:Offences

  •  (1) Every person who

    • (a) knowingly makes a false or misleading statement in any application or statement required or permitted by this Act or makes any such application or statement that by reason of any non-disclosure of facts is false or misleading or obtains any benefit payment by false pretences, or

    • (b) being the payee thereof, negotiates or attempts to negotiate any cheque to which that person is not entitled,

    • (c) [Repealed, 1998, c. 21, s. 118]

    is guilty of an offence punishable on summary conviction.

  • Marginal note:Form of information or complaint

    (2) No information or complaint for an offence under this Act is open to objection on the ground that the information or complaint is for more than one matter of complaint or that it relates to more than one offence.

  • Marginal note:Limitation period

    (3) Any proceedings under this Act in respect of an offence may be commenced at any time within, but not later than, five years after the Minister becomes aware of the subject-matter of the proceedings.

  • R.S., 1985, c. O-9, s. 44
  • 1997, c. 40, s. 106
  • 1998, c. 21, s. 118

 [Not in force]

Administration and Enforcement

Marginal note:Interpretation

  •  (1) The definitions in this subsection apply in this section.

    document

    document includes moneys, securities, books, records, letters, accounts, statements (financial or otherwise), correspondence, memoranda, film, microform, videotape, photographs, machine-readable records and other documentary material, regardless of form or characteristics, and any copy or printout of any of them. (document)

    dwelling-house

    dwelling-house means the whole or a part of a building or structure that is kept or occupied as a permanent or temporary residence and includes

    • (a) a building within the yard of a dwelling-house that is connected to it by a doorway or by a covered and enclosed passageway; and

    • (b) a unit that is designed to be mobile and to be used as a permanent or temporary residence and that is being used as such a residence. (maison d’habitation)

    judge

    judge means a judge of a superior court having jurisdiction in the province where the matter arises or a judge of the Federal Court. (juge)

  • Marginal note:Inspections

    (2) The Minister may, at any reasonable time, for any purpose relating to the administration or enforcement of this Act, examine any document that relates or may relate to the entitlement of a person to a benefit or the amount of a benefit and, for that purpose, the Minister may

    • (a) subject to subsection (3), enter any premises or place where the Minister believes a document relating to the entitlement of a person to a benefit or the amount of that benefit is or should be kept; and

    • (b) require the owner, occupant or person in charge of the premises or place to give the Minister all reasonable assistance and to answer all proper questions relating to the administration or enforcement of this Act and, for that purpose, require the owner, occupant or person in charge of the premises or place to attend at those premises or that place with the Minister.

  • Marginal note:Warrant required to enter dwelling-house

    (3) If the premises or place referred to in subsection (2) is a dwelling-house, the Minister may not enter that dwelling-house without the consent of the occupant except under the authority of a warrant issued under subsection (4).

  • Marginal note:Warrant

    (4) On ex parte application by the Minister, a judge may issue a warrant authorizing the Minister to enter a dwelling-house subject to the conditions that may be specified in the warrant, if the judge is satisfied by information on oath that

    • (a) there are reasonable grounds to believe that the dwelling-house is a premises or place referred to in subsection (2);

    • (b) entry into the dwelling-house is necessary for a purpose relating to the administration or enforcement of this Act; and

    • (c) entry into the dwelling-house has been refused or that there are reasonable grounds to believe that entry will be refused.

  • Marginal note:Other access to document

    (5) If the judge is not satisfied that entry into that dwelling-house is necessary for a purpose relating to the administration or enforcement of this Act but is satisfied that access to a document that is or should be kept in the dwelling-house has been or may be expected to be refused, the judge may

    • (a) order the occupant of the dwelling-house to provide the Minister with reasonable access to the document; and

    • (b) make any other order that is appropriate in the circumstances to carry out the purposes of this Act.

  • Marginal note:Requirement to provide documents or information

    (6) Despite any other provision of this Act, the Minister may, subject to subsection (7), for any purpose relating to the administration or enforcement of this Act, by notice served personally or by confirmed delivery service, require that any person provide, within the reasonable time that is stipulated in the notice, any information or additional information or any document.

  • Marginal note:Unnamed persons

    (7) The Minister shall not impose on a person, in this section referred to as a “third party”, a requirement under subsection (6) to provide information or a document relating to one or more unnamed persons unless the Minister first obtains the authorization of a judge under subsection (8).

  • Marginal note:Judicial authorization

    (8) On ex parte application by the Minister, a judge may, subject to the conditions that the judge considers appropriate, authorize the Minister to impose on a third party a requirement under subsection (6) relating to one or more unnamed persons, in this section referred to as the “group”, where the judge is satisfied by information on oath that

    • (a) the person or group is ascertainable; and

    • (b) the requirement is made to verify compliance by the person or persons in the group with a duty or obligation under this Act.

  • Marginal note:Service of authorization

    (9) If an authorization is granted under subsection (8), the authorization shall be served together with the notice referred to in subsection (6).

  • Marginal note:Review of authorization

    (10) If an authorization is granted under subsection (8), a third party on whom a notice is served under subsection (6) may, not later than 15 days after the service of the notice, apply to the judge who granted the authorization or, if that judge is unable to act, to another judge of the same court, for a review of the authorization.

  • Marginal note:Powers on review

    (11) On hearing an application under subsection (10), a judge may cancel the authorization previously granted if the judge is not then satisfied that the conditions in paragraphs (8)(a) to (d) have been met, and the judge may confirm or vary the authorization if the judge is satisfied that those conditions have been met.

  • Marginal note:Copies as evidence

    (12) When a document is inspected, examined or provided in accordance with this section, the person by whom it is inspected or examined or to whom it is provided may make, or cause to be made, one or more certified copies of it and any such copy is evidence of the nature and content of the original document and has the same probative force as the original document would have if it were proven in the ordinary way.

  • Marginal note:Compliance

    (13) No person shall interfere with any person doing anything that the person is authorized under this section to do or prevent or attempt to prevent any person from doing any such thing.

  • 1997, c. 40, s. 107

Consolidated Revenue Fund

Marginal note:Payment out of C.R.F.

 All benefits payable under this Act shall be paid out of the Consolidated Revenue Fund.

  • R.S., c. O-6, s. 25
  • 1970-71-72, c. 63, s. 3
  • 1974-75-76, c. 58, s. 9

Administration and Annual Report

Marginal note:Administration

 This Act shall be administered by the Minister of Social Development.

  • R.S., 1985, c. O-9, s. 46
  • 1996, c. 11, s. 95
  • 2005, c. 35, s. 67

Marginal note:Electronic means

 The Minister may use electronic means to create, communicate, make available, collect, receive, store or otherwise deal with documents or information under this Act.

  • 2007, c. 11, s. 35

Marginal note:Annual report

 The Minister shall submit to Parliament annually, as soon as possible after the termination of each fiscal year, if Parliament is then in session or, if not, as soon as possible after the commencement of the next session of Parliament, a report covering the administration of this Act and including an account of receipts and disbursements during the previous fiscal year.

  • R.S., c. O-6, s. 26

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