Canada Pension Plan Social Security Agreement

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Canada Pension Plan Social Security Agreement

If you are applying for an Australian pension while living in Canada, you must still provide proof of identity and proof of previous Australian residence. Coverage certificates issued either by the Department of National Revenue in Ottawa or by the Office of Social Security Agreements in Montreal should be kept by the employer in the United States in the event of an IRS review. No copies should be sent to the IRS unless expressly requested by the IRS. However, a self-employed person must attach a photocopy of the certificate to his income tax return each year as proof of the U.S. exemption. Australian law requires a person to have at least 10 years of residence in Australia before they can apply for an old-age pension or disability pension (this rule changes when the person is disabled after permanent residence in Australia). It also requires you to be a resident of Australia and Australia to apply for a pension. When a pension is paid abroad, a reduction may apply to the portion of the Canadian contributory pension received that is recorded as income for the income review. This also applies to pensions granted without the support of the agreement.

Under the agreement, Canada takes into account your U.S. social security credits acquired after 1951 and after age 18, as well as periods of stay in Canada after 1951 and after age 18, to meet OAS residency requirements. However, to be eligible to have your U.S. credits counted, you must have lived in Canada for at least one year after 1951 and after age 18. The same information required to obtain a certificate of coverage from the United States is required to obtain a certificate of coverage from Canada or Quebec, except that you must present your Canadian Social Security Number instead of your U.S. Social Security Number. If you are applying for an Australian pension, you must complete an application form and provide documents to prove your identity and periods of stay in Australia. OAS-An Old Age Security pension is paid to any person who is at least 65 years of age in Canada and has been in Canada for at least 10 years after the age of 18.

This benefit is payable outside Canada only for 6 months after the month of departure from Canada, unless the person has at least 20 years of Canadian residence after the age of 18. No work credit is required. People living in Australia can claim Canadian and Australian pension rights from any Centrelink customer service centre. Centrelink provides all the necessary application forms. People living in Canada can apply for Australian and Canadian pensions at their local Canada Employment and Social Development Centre. . . .