How we can help
The Pension & Benefits team provides support and education for all York University employees, enabling them to make informed choices regarding all aspects affecting their pension and benefits during their employment, and when planning for retirement. We are committed to offering our services with integrity, confidentiality and objectivity.
York University Pension Plan Rate of Return
- 2025 Year End Fund Rate of Return: 6.409%
- The Year to Date Return (end of February 2026): 0.86%
- York Pension Plan limits are available here
Quick Links
- Sun Life membership page: connect with York's Benefits provider for questions about your claims and coverage.
- Book a consultation: connect with a Pension Specialist
- CIBC Mellon: connect with York's Pension payment Custodian for questions about your monthly pension payment and T4A
- Ask PB Self-Service Portal: submit enrolment requests and view request status
- YU Retirement Planner: view pension estimates and annual pension statement
Featured services
Whether you’re 25 or 55, we have important information and tools to help you understand the York University Pension Plan.
View both active and post-retirement benefits information.
Information for York retirees.
Information about our services
- How to Access the YU Retirement Planner (YURP)
- Tuition Fee Waiver Guidelines (PDF)
- Pension Investments: view the strategy and results
- Co-delivered Service Commitments for Pension and Benefits (PDF)
Forms
The following forms are on the Ask PB Self Service Portal (Passport York login required):
- Benefits Enrolment and Change Form
- CUPE 3903 - Benefit Enrolment and Change Form
- Pension Enrolment and Beneficiary Designation Form
- Tuition Fee Waiver Application
Downloadable forms:
- Sun Life Health Claim Form (PDF)
- Sun Life Dental Claim Form (PDF)
- Sun Life Health Claim Form for Spending Account (PDF)
- Sun Life Dental Claim Form for Spending Account (PDF)
- Benefits Enrolment and Change Form (PDF)
- CUPE 3903 - Benefits Enrolment and Change Form (PDF)
- Pension Enrolment and Beneficiary Designation Form (PDF)
- Tuition Fee Waiver Application (PDF)