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It was created to provide general pension information only.
Statement of Estimated Income form ISP-3041
If you have gone through a dramatic drop or stopped personal income in the year 2023, you may qualify for higher Guaranteed Income Supplements (GIS) by completing the Statement of Estimated form for the specific year that your income had dropped.
This form is not publicly available, unfortunately, therefore you will have to contact the pension call centre at 1-800-277-9914 to request them to mail the form to you.
Call Pension Call centre: 5 quick steps to get your call answered
Please contact the Service Canada pension call centre or visit your local Service Canada centre for further assistance on how to complete the form.
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Raad AL-sammarraie
June 13, 2022 10:51 amplease help me to fill up the form , ISP-3041, I will look forward to contact me . thank you
PensionExpert
June 14, 2022 3:10 pmHello Raad,
If you need assistance filling up the ISP-3041 form, you may either contact pension call centre to have the agent complete the form with you on the phone or you can visit your local Service Canada centre with your previous years tax information. The agent at the local centre can assist you. You may need to go online first to book an appointment.
John T.
PensionCanada.ca Team
Dario
June 26, 2022 5:17 pmI am waiting my gis Berlín this august2022.my income for tax year 2021 Was les tiene $8000.00.this year 2022 sinceramente january my only income is cpp monltly $60.00 and montlydiaability from ontario goverment.can use form 3041 and that will help me with gis?Thank you.please respond to my email.
PensionExpert
June 27, 2022 9:51 amHello Dario,
Your question is very specific to your personal scenario, it would be best that you contact pension call centre to have an agent to run through the number in the system to find out if you qualify for GIS. The GIS program runs from July to June of each year. Your GIS benefits for the upcoming cycle (July 2022 to June 2023) will be calculated based on your 2021 income. If it was below GIS threshold, you will be paid GIS. However, based on what you said that you will be collecting pension from Berlin starting August 2022, this income will be calculated against your 2022 income tax wich will affect your entitlement to next GIS payment cycle (July 2023 to June 2024).
This is just the basic general rule of GIS benefit.
Aaron
PensionCanada.ca Team
Dario
September 9, 2022 12:13 pmI retired Aygust this year.i sent form 3041 in April because my taxable income this year ,2022 is only my cpp which is very low and from july my only income ( taxable and non-taxablr) is only my cpp.
i received payment in August but gis is base on my income year 2021.when service canada will respond to my 3041 form of considering my curent year income in determina gis payment? Thank you
PensionExpert
September 13, 2022 11:18 amhello Dario,
As far as we know, the ISP-3041 form takes up to 6 months to process. So it may be at your best interest to contact pension call centre directly to inquire about the review status.
John T.
PensionCanada.ca Team
Allan Parke
July 27, 2022 12:30 pmIs this form mandatory? Afterall it dates back to 2020 and some of the info i don’t have.
PensionExpert
July 30, 2022 3:14 pmHi Allan,
This form is used to help pension processing agent to estimate pensioner’s income from past or future year in order to calculate their GIS entitlement. It is best that you contact pension call centre first to find out if this form is right for you.
John T
PensionCanada.ca Team
Bonita Poulin
August 22, 2022 10:42 amI was sent this form “Statement of Estimated Income after Retirement or Reduction in Pension lncome Year 2022” but have trouble writing. Can i get the digital version?
PensionExpert
August 22, 2022 9:10 pmhello Bonita,
Unfortunately, the digital version is not available to the public. You can get a family member or a friend to help you complete the form and signed it yourself before you mail it back. If you need help completing the form, you must call the pension call centre or visit the Service Canada centre.
John T.
PensionCanada.ca Team
Patrick
August 29, 2022 2:46 pmWhat is the address to which we should send the form? The form itself doesn’t show a mailing address. Thank you.
PensionExpert
August 30, 2022 9:21 amHello Patrick,
Best way is to drop off your completed form to your local Service Canada centre. If you plan to mail it, please refer to our post to find the appropriate pension maill collecting address based on your province of residence. https://pensioncanada.ca.newgatewayca.a2hosted.com/cpp-oas-mailing-address/
Melyssa
PensionCanada.ca Team
john french
August 29, 2022 4:11 pmcan you please send me via eamil; FORM ISO-3041
thank you
PensionExpert
August 30, 2022 9:19 amHello John,
The form ISP-3041 (Statement of Estimated Income) is not a public form and must be sent directly from pension processing office. You may only be able to request this form by calling the pension call centre at 1-800-277-9914.
Melyssa
PensionCanada.ca Team
Lisa G
September 26, 2022 4:45 pmAn employee has brought me the SC ISP-3041 and wants me to complete it. I am confused…does he need to list on the form all of his earnings for 2022, prior to retirement?
PensionExpert
September 29, 2022 3:48 pmHi Lisa,
If the pension is asked to complete the form, it is surely at their best interest to complete it fully. If the pensioner is going to retire within the current GIS benefit period (July 2022 to June 2023), then yes, the pension must list all potential income they will going to receive for the remaining year to help pension processing agent to calculate their benefits.
James
PensionCanada.ca Team
Sophie Simmons
September 26, 2022 10:42 pmWhy do I have to wait to get this form. Why can’t I submit with my application?
PensionExpert
September 29, 2022 3:44 pmHello Sophie,
As far as we know, this the Estimated Income form only applied to pension applicant under very specific circumstantces. Therefore, it is up to the processing agent to decide if it is necessary to apply this form. This is why it is not a publicly available form.
James
PensionCanada.ca Team
B Wilson
October 7, 2022 3:02 pmI retired in 2021 but got the 2022 form isp-3014. What am I supposed to do with it?
PensionExpert
October 9, 2022 12:14 pmHello Mr/Mrs Wilson,
The reason to complete a Statement of Estimated income form is that the processing office needs to calculate your OAS/GIS benefits in the past, current and future period. It is a case by case issue. I would recommend you to contact pension call centre to have an agent to explain to you which period is this form applies to.
Jenny
PensionCanada.ca Team
Dario
December 16, 2022 11:18 amHi
Would you tell me when service canada will anouce oas and gis amont for month of january to march,please?
Dario
March 9, 2023 9:18 pmHi
I sent complete form 3041 in April 2022 but my oas and supplement started Agust 2022.now is March 9،2023. And still waitting a respond.I with تو know the reason.Thank you
Ma Kin Ping
August 27, 2023 6:26 pmPlease send one more copy form
Statement of Estimated Income form (ISP-3041)
PensionExpert
August 30, 2023 9:08 pmHello Ma Kin,
The Statement of Estimated Income form is not publicly available, you have to contact pension call centre to have them mailed to you. Before they mail, they will do an assessment on the phone with you to ensure it is needed for you. Otherwise, you can visit your closest Service Canada Centre to pick up a copy as well.
John T.
PensionCanada.ca Team
Sophie Simmons
August 30, 2023 11:37 pmHi
Waited the six months now when speaking with Service Canada should receive confirmation before Sept 8/23.
My question, does the benefit amount go back to receipt of application or when it has been processed. is there back pay from January 1, 2023 – date of retirement when income changed.
Thank you
PensionExpert
September 4, 2023 12:20 pmHello Sophie,
Yes, your first pension payment will be a retroactive payment that goes all the way back to the month you first qualified for pension benefits. Please contact pension call centre to find out the payment details.
Aaron
PensionCanada.ca Team
linhua zhang
September 11, 2023 2:32 pmCan you please send me a copy of Form” sc isp-3041 (2023-01-16)E
PensionExpert
September 13, 2023 9:20 pmHi,
Unfortunately the ISP-3041 form is not publicly available, you must call Pension call centre to have them mail the appropriate form for you.
Aaron
PensionCanada.ca Team
Gerald Poirier
January 4, 2024 9:23 amWhen one fills in an ISP-3041 form, one is ESTIMATING one’s future income and deductions for the CURRENT year… Now when next tax season comes around I guess Service Canada must make a check to see if all the “estmations” were corect ? And what about RRSP deductions planned for that year ? Yhey are also given in advance ?
PensionExpert
January 22, 2024 1:55 pmHello Gerald,
Since your question is very specific to your person situation, it is best that you contact pension call centre directly to have their agent to assist you.
Melyssa
PensionCanada.ca Team
D.Kalynuk
January 19, 2024 3:23 pmI am turning 65 in March. I have completed my CPP forms late in 2023. I just received ISP-3041 forms to fill out. I never requested these forms. I am confused and want to make sure it is not a scam. How do I know this is the real form?
PensionExpert
January 22, 2024 1:51 pmHi,
Sometimes, the pension processing office will send you the ISP-3041 form because they want to make sure the pension benefit is accurately reflecting your current life scenario. E.g. retirement. To ensure if this form is truly coming from pension office, you may call their call centre at 1-800-277-9914 and the agent will be able to assist you.
Aaron
PensionCanada.ca Team
Deborah K
May 10, 2024 12:19 amHi,
My only income for 2024 will be my OAS which is clawed back 514.00 because of a lump sum in 2023.
I have had Service Canada send me the 3041 form and my local office filled it for me. I am wondering do I still fill out a
1213 OAS to send to Revenue Canada to estimate income for current year for my OAS or will the Gis make up the difference
Thank You
PensionExpert
May 10, 2024 11:34 amHello Deborah,
Our blogsite can only provide general information about the OAS reduce recovery tax at source info. Since your issue is file related, we recommend you to contact CRA directly for advice.
Ref: https://pensioncanada.ca/request-to-reduce-oas-recovery-tax/
Aaron
PensionCanada.ca Team
Andre Sage
May 25, 2024 8:58 amWhy don’t you provide form SC ISP-3041 fillable PDF online. It’s much easier to fill out on the PC and print it out. It’s very frustrating not being able to find several forms online using your website. Some form you need to send a request by mail to them, what’s up with that ? Why make thing difficult ? Maybe the person responsible should be replaced with someone who actually cares !
PensionExpert
May 28, 2024 12:26 pmHello Andre,
Unfortunately, since this form is not publicly available, therefore our blogsite do not want people to download outdated form and get into processing trouble. It is suggested by the Pension call centre agent that pensioner should not fill this form without consulting a call centre agent first.
Melyssa
PensionCanada.ca Team