HOOPP connect USER GUIDE
Contents
1. E reer r errr rere rer reer reer ree Personal Information d HOOPP connect ETE Healthcare of Ontario j STE Pension Plan Financial Institutions Log On Information 7 Retirement Knowledge Centre ALL PLANS PENSION Overview Retirement Process Key Dates Project Retirement Income Recent Requests Ibox Beneficiaries cure Mailbox please click on the button 11 2 If you have beneficiaries on file they will be displayed along with their current Survivor Benefit Allocation Retirement Knowledge Centre El Print iciari Frequently Asked Beneficiaries ee ee de HOOPP Plan For additional information please contact HOOPP Client Survivor Benefit Services at 416 646 6445 or Current Beneficiaries Birth Date Allocation toll free at 1 877 43HOOPP Primary 46677 or email clientservices hoopp com HOOPP Client Service Secondary representatives are available between 8 a m and 5 p m John A Doe197910022 N A 100 John A Doe119910072 N A 50 7 Eastern Time Monday John A Doe279910016 N A 50 through Friday Secondary beneficiaries take effect only if all your primary beneficiaries die before you Additional Beneficiary Information PDF Changing your beneficiary information is an important decision involving careful consideration We encourage you to call HOOPP at 416 646 6445 or toll free at 1 877 43HOOPP 46677 to speak with a Client Service representative Alte2. Documents which provide general plan information to members in the PDF format as well as to relevant pages on hoopp com For a full and complete description of your entitlements under HOOPP view the Healthcare of Ontario Pension Plan Text also available on hoopp com For all other educational material and forms visit hoopp com Your Profile Personal Information Your indicative details marital status and spousal information if applicable email addresses mailing addresses and preferred form of correspondence Beneficiaries Lists your current beneficiaries along with their survivor benefit allocation If you are an active member a deferred pensioner or a pensioner you must call HOOPP or complete a Beneficiary Designation Form and send the completed form to HOOPP to add or change a beneficiary Financial Institutions Lists the financial institution you have on file for direct deposits and allows you to add or change your account information Log on Information View and change your HOOPP Connect ID and change your password password hint and security questions Secure Mailbox If the Secure Mailbox is selected as your preferred form of correspondence documents will be delivered there for you to read and print including your annual statement If you are receiving your correspondence by postal mail you have the option of changing this to the Secure Mailbox which is the faster and preferred way of receiving HOOPP related corresp
3. You ll receive benefits communications as quickly as possible if you change your preferred form of correspondence to the Secure Mailbox Communications are delivered more quickly to the Secure Mailbox on this site than by postal mail This is where you prefer to receive correspondence about your benefits Note If you select Secure Mailbox HOOPP will continue to mail you printed correspondence when a signature is required or to confirm changes to your security settings Preferred Mailing Address You may choose the Secure Mailbox or your Permanent Mailing Address When finished with your selection click on Change Preferences and you will get a message advising you that the change has been made You can also cancel the change How to change your preferred mailing address You can change your preferred mailing address through HOOPP Connect or by calling HOOPP In this example you can see that the Preferred Mailing Address is the preferred form of Preferences Change Your Preferences Preferred Form of Correspondence Where do you prefer to receive correspondence about your benefits The Secure Mailbox accessible on this site Preferred Mailing Address see below Preferred Mailing Address Because you have only one mailing address on file tt will be your preferred mailing address Permanent Do Not Mail BELLEVILLE ON K amp N 1P5 Canada Note Add or change your mailing address in your Personal Information Pr
4. see Detail of Payments to You Estimated Income Tax Withholding Federal Income Tax Withholding Provincial Income Tax Withholding Taxable Income 502 25 Taxable Income 502 25 Federal Personal Tax Credit Amount 10 527 00 Province ON TD1 Provincial Personal Tax Credit 9 104 00 Additional Amount Withheld 140 00 Amount TD1 Estimated Federal Amount 140 00 Additional Amount Withheld 0 00 Withheld Estimated Provincial Amount 0 00 Withheld Model Withholding Print Income Tax Withholding Form Model Withholding Print Income Tax Withholding Form You can adjust the income tax withholding to check how it affects your pension payments Click Model Withholding in the Estimated Income Tax Withholding section How to Change Where You Receive Your Payments Click the Retirement tab and click Future Payments You will see a Payment Destination section Click Change Where to Receive Your Payment This will bring up a page that shows where you are currently receiving payments and allows you to select a different destination After making your selection click Change Payment Address Please note that if you are currently receiving your pension via direct deposit and wish to change it to an alternative mailing address you will be advised to call HOOPP Client Services For Canadian residents direct deposit of your monthly pension to a Canadian financial institution is the only option For non residents of Canada if you wish to change your
5. amp Update Your Personal Information Prepare Required Documentation 5 Verify or Update Beneficiary Information and Designations 6 Other Considerations Click on the link to verify your information or to access the Beneficiary Designation form to update your beneficiary information A Verify or Update your beneficiaries 19 Step 6 Other Considerations Helpful tips on choosing your retirement date updating your contact information choosing the best form of payment as well as information on commencement of benefits pension options income tax withholding and government benefits are all available for review in this final step Steps to Retire 1 Learn About the Process 2 Choose Your Retirement Date 3 Notify Your Employer amp Update Your Personal Information 4 Prepare Required Documentation 5 Verify or Update Beneficiary Information and Designations 6 Other Considerations Other Considerations Choosing Your Retirement Date Updates to Your Contact Information How to Choose the Best Form of Payment Commencement of Benefits Pension Options Income Tax Withholding 1 877 43HOOPP 46677 Print Add Your A Personal Email a Address To receive benefit updates quickly after you retire please provide us with your preferred personal email address Add Email Address Government Benefits If the Secure Mailbox is your preferred form of correspondence the Pension Election Authoriz
6. dd gyyy Bg __ Date You Begin Receiving 07 01 2015 Key Dates Earliest Commencement Date we Other Date 06 08 2011 mm dd yyy4 Must be the first day of any month after your last day of employment 1 C age Benetits Pension Enter New Assumptions Beneficiary Relationship No Spouse Beneficiary Birth Date Ged Annual Earnings Increase 0 000 0 0 10 0 Percentage Full Time Percentage 100 0 100 000 0 0 100 0 3 Click on Pension Forms of Payment link Home etic Knowledge Centre Eh Print Projections Your Projected Pension Benefit Project Your Income Compare Saved Projections e E Pb Projected Income Pension Forms of Payment HOOPP Plan Period 1 Election Monthly Payments Form of Payment One Time Payment To You To Your Beneficiary Commuted Value 70 027 These are before tax amounts The Commuted Value amount will only display in your estimate results if you choose Retirement Dates within 3 months from current day The benefit amount quoted is an estimate only and is based on the service and earnings information HOOPP has on file for you and your proposed termination date If you choose to terminate and take your benefits out of HOOPP provincial law requires that this money be used to provide you with retirement income and that the Income Tax Act limits the amount you can transfer out on a tax sheltered basis Your termination estimate will be displayed NOTE In a t
7. the bottom of your cheque and enter them in the corresponding fields on the screen Note the cheque number is NOT required so please do not include this 21 5 Click Add Financial Institution You will receive confirmation on screen Home tii Knowledge Centre Financial Institutions Add Financial Institution Find the numbers at the bottom of your cheque and enter them in the Direct Deposit section below in the following order transit number bank number account number Note HOOPP is currently not able to directly deposit pensions into non Canadian bank accounts 93990333011 Cheque Transit Bank Account Number Number Number Number Please do not enter the Cheque Number in the fields below This number is not required by HOOPP Direct Deposit Transit number Bank number Account Type Choose One Note By submitting this request you authorize HOOPP to directly deposit your money into the account you indicated and correct your account in case of an error Add Financial Institution Cancel NOTE If you are receiving payments via direct deposit and change financial institutions do not close your old account until payments begin going into the new institution changed in HOOPP Connect Pension transactions How to view pension payment details Click the Retirement tab and then the Pension tab and click Future Payments This will bring up a page that shows your payment details including where
8. you receive payments and your federal and provincial tax withholding information Stati Knowledge Centre ALL PLANS PENSION Key Dates Future Payments Overview Recent Requests Beneficiaries Action Needed Add or confirm your Email 05 13 2013 Review and Complete address Please note that some items in this section require immediate action while others may be reviewed at your convenience Items will be removed once you take the requested action and log out of HOOPP Connect or if the deadline has passed If your action requires administrative processing the item will be removed when processing is complete E Print 22 Home Sigma Knowledge Centre E Print Your Future Payments Related Info Payment History RPP Pension Payment Payments are processed according to the Pension Payment Schedule You must make any changes by 06 15 2011 in order for them to be reflected in your 07 01 2011 payment and future payments Payment Details Payment Destination s Regular Payment 502 25 id id aa 502 25 Destination for Amount Paid to You Less Federal Withholding 140 00 Gross Amount 502 25 A s z Direct Deposit Pri 0 Less Provincial Withholding 0 00 Bank of ira 362 25 Account Type Other Account Number xxxxxxxxxxxxxxxx0083 The final amount paid to you may include other deductions not shovm above Change Where to Receive Your Payment For more information about your current payment
9. 7 HOOPP Ae althca PR HOOPP connect USER GUIDE MAR 2015 Ma o IE see uate IN 3 ABOUT HOOPPGONNECT cotiouticoi ucsidnticioiaitabios ioalia odo decidio o iaitabios iobid dd del ondaa lola ilebios dato eo dueto od tl 3 eo o GIS aineena Pu E teres 3 HOOPP Connect tabs VS Wiener a aa iso aa ibi 3 A ANN 3 FICURG Men taste A itinta eee tiateiae 4 FEOS o id 4 A e 4 BYE A O O sac lant PO O I 4 SECIE MAD apt tr ir rodadas 4 o O AN 5 RON E E e A E TT AAEE AE o ero O en 5 How to access HOOPPR GONO C ennie a e N aah 5 HOWTO register as ANEW USON uterina aa E ae aE araa 5 How to create your user ID and password srt id cio 6 Gorespondentce OPNS auissen e i ls 7 How to select your preferred form of COrrespOndenCe cccoocccccccnccncoconnnnoconcnnnonanoncononnnnonnnnnnonannnnonannnnonnns 7 How to change your preferred mailing address occcccccconncnncccconncnncncnnnnnnnnnnnonronnnnonnnnnnnnnonancnnnnnnnnnnons 8 HOWTO View Your personalidad alo 9 Information for active members and deferred pensioners ooooccnccccconccnnccononcnnnononancnnnononancnnnonnnancnnnnnnnnncannns 9 NOMaton TOR Den ION Sisi diia illa cdi 10 FErsonaliito trans ACU OM seeen a Eei a e e i eS E 10 FU SUIS UMS FU AAI ARE APO OU E a a a a 15 informati n for pensioners quitan caia 20 P rs nalinfo A A Ni 20 Pension iransaciONS a E e As 22 CO A 24 INTRODUCTION This User Guide provides instructions on how to use HOOPP Connect to access and update your
10. ation and Confirmation forms will be sent there for you to print complete sign and return to HOOPP You will receive a reminder in the Action Needed section of HOOPP Connect to complete these forms If your preferred form of correspondence is mail you will receive the Pension Election Authorization and Confirmation forms in the mail Payments cannot begin until HOOPP has received these completed forms back from the member How to change or cancel your retirement You may change or cancel your retirement by contacting HOOPP Client Service INFORMATION FOR PENSIONERS The Action Needed section will not display if there are no outstanding tasks for you to perform In the Your Profile section pensioners can view Beneficiary information only If you have questions about your selected beneficiaries contact a HOOPP Client Service representative The transactions available to Pensioners include Personal Information Financial Institutions and log on information which are found under the Your Profile tab Personal info transactions How to change or delete an email address Under Your Profile Personal Information go to the Email Addresses section Choose Work or Personal Email and click Add 20 If you have an email address on file it will be displayed Instead of clicking Add you will click Change Email Addresses To keep our records current please ensure that your e mail address Is correct Personal Email Delete test ya
11. ation and Your choice of retirement date and when to begin receiving Designations benefits affects your annual retirement income Project Your Retirement Income to find out what your income will be You can 6 Other Considerations also View Your Saved Projects 5 Verify or Update Step 3 Notify your Employer 8 Update Your Personal Information This will provide you with the option of receiving electronic communication from HOOPP Steps to Retire 1 Learn About the Process Notify Your Employer amp Update Your Personal Information 2 Choose Your Retirement Date Notify Your Employer 3 Notify Your Employer amp Three months prior to your retirement date ask your employer Update Your Personal to send a Retirement Notice to HOOPP Be sure your employer Information has your current 1 877 43HOOPP 46677 Print mailing address Prepare Required Documentation 5 Verify or Update Beneficiary Information and Designations To select your last date of employment you should consider in telephone numbers e mail address other information needed for the form Step 4 Prepare Required Documentation Find out more about the types of documentation you will need to provide to HOOPP when you retire to avoid any delays in receiving your pension Steps to Retire 877 42 PP 46677 1 Learn About the Process Prepare Required Documentation 2 Choose Your Retirement Date Taking these steps prior to your retire
12. d and not updated your address with HOOPP the system will not recognize you as a member when you enter your postal code You ll need to first report your new address to HOOPP in order to register You can do this by simply calling HOOPP How to create your user ID and password Once you have received your notification that your registration was successfully completed click on Continue to create your user ID and password You can also set a password hint to use in case you forget your password later on This should be something easy to remember and be of close personal association This field may be no more than 60 characters in length numbers and or letters and is not case sensitive Members can change their password and hint at any time Passwords may also be reset if forgotten If you forget your password when using HOOPP Connect click on forgot my password on the HOOPP Connect log on page and it will be sent to you by e mail You can also call HOOPP Log On User ID i Forgot my user 1D Password Trns ID Register as a New User Although the client service specialists don t have access to member passwords they can access your password hint to help you remember Once you have your user ID and password enter them in the fields provided to sign in Please note that the first time you sign in after registering as a new user you must accept the Terms of Use by clicking on the I accept radio button and clicking Co
13. e By submitting this request you authorize HOOPP to directly deposit your money into the account you indicated and correct your account in case of an error Add Financial Institution Cancel 5 Click on Add Financial Institution You will receive confirmation on screen Retirement tab The Retirement section allows you to view projected retirement income using different assumptions and access general information about the retirement process This section is only available to active members and deferred pensioners How to project retirement income Eligible members can use HOOPP Connect to calculate an estimate of their retirement income Estimates in HOOPP Connect include government income after age 65 to help you plan for retirement The estimate provides two bar graphs one prior to age 65 and one after age 65 You may choose to view details of the calculation The information in projected income is intended to assist you with retirement planning only and should not be relied upon to make final retirement decisions Actual benefit entitlements based on verified data may vary and will be paid in accordance with the Healthcare of Ontario Pension Plan Text and applicable legislation in effect at the time you retire HOOPP is not responsible for the accuracy of information related to government retirement income Please contact the administrators of those funds directly for actual amounts 15 When you click on Projected Income a graph
14. eferred Email Address Which email address should be used for your benefits correspondence No Email Addresses on File Note Add or change your email address in your Personal Information E 60 correspondence You can change your preferences from a preferred mailing address to the secure mailbox to receive documents electronically Select Change Preferences when done HOW TO VIEW YOUR PERSONAL DATA Click on Your Profile link and select Personal Information from the drop down menu to view your information Home Retirement 7 Knowledge Centre Y Print Welcome Jane Doe048380072 Will You Be Ready to Retire Action Needed Ttem Expiry Date Action Needed Add or confirm your Email 05 13 2013 Review and Complete SOPA It can be hard to figure out how much you ll need and what you can do to get ready Please note that some items in this section require immediate action while others may be to retire reviewed at your convenience Items will be removed once you take the requested action and log out of HOOPP Connect or if the deadline has passed If your action requires administrative processing the item will be removed when processing is complete Project Your Retirement Income Secure Mailbox To access your Secure Mailbox please click on the button below Secure Mailbox Ata Glance Retirement Pension as of 05 13 2013 HOOPP Plan Status Eligible The first page you will see wh
15. elete scenarios any time ENS Compare Saved Projections Enter Description If you click on Compare Saved Projections you can view up to three previously requested estimates side by side The side by side view provides a comparison of estimated benefits payable using different assumptions Pension forms of payment The Pension Forms of Payment page displays the type of pension you are eligible for based on the information in HOOPP s system The screen below shows information for an active member with no spouse eligible for a G 15 pension Under the G 15 you will receive a pension for as long as you live But if you die before receiving a monthly pension for 15 years 180 pension payments your primary beneficiary will receive your monthly pension excluding any early retirement benefits for the balance of the 180 payment period Projections Your Projected Pension Benefit Project Your Income Compare Saved Projections P Projected Income 4 Pension Forms of Payment HOOPP Plan RPP Pension Election Monthly Payments Form of Payment To You To Your Beneficiary Life Pension G15 Before 01 31 2038 206 296 Beginning 01 31 2038 296 0 These are before tax amounts Note Healthcare of Ontario Pension Plan reserves the right to correct any errors Specifically if the estimate conflicts with the benefit defined by the Healthcare of Ontario Pension Plan the Healthcare of Ontario Pension Plan will prevail Under the law a p
16. en you sign into HOOPP Connect will either be the Action Needed box if there is an action outstanding or your Retirement At a Glance If you are retired the HOOPP Plan Status will show as Receiving Payments If you select Personal Information you will see your name birth date postal code marital status and related information On the same page you will also see your mailing and email addresses phone numbers and preferred form of correspondence INFORMATION FOR ACTIVE MEMBERS AND DEFERRED PENSIONERS Active members and deferred pensioners will see the Home Retirement and Knowledge Centre tabs when they log in The Action Needed box will not display if there are no outstanding tasks for you to perform If it is not displayed the first tab that you will see is the Home tab Retirement Knowledge Centre El Print INFORMATION FOR PENSIONERS The Future Payments tab allows a retiree to view payment amounts and destination for their next payment Print ta 1210108 Knowledge Centre ALL PLANS PENSION Key Dates Future Payments Overview Recent Requests Beneficiaries Action Needed Add or confirm your Email 05 13 2013 Review and Complete address Please note that some items in this section require immediate action while others may be reviewed at your convenience Items will be removed once you take the requested action and log out of HOOPP Connect or if the deadline has passed If
17. ermination estimate benefit amounts shown are deferred amounts You will not be able to collect them until you are eligible to retire NOTE The lump sum amount calculated is the commuted value CV of your pension which is the amount of money needed today to provide you with your pension in retirement The CV estimate will only appear if you begin receiving benefits within three months from the current day and if you are under the age of 55 Upon terminating employment members with pension benefits in HOOPP can forgo their lifetime pension and withdraw their benefits as a lump sum before the age of 55 They must transfer the funds into another 13 locked in retirement savings vehicle such as an annuity or life income fund Portions of the withdrawal may be subject to income tax for the year in which the funds are received How to set up direct deposit to your financial institution when retiring Active members and deferred pensioners will only need to add financial institution information if they are planning to retire and receive payments via direct deposit 1 Click on Your Profile and select Financial Institutions from the drop down menu Your Profile Secure Mailbox Feedback Contact Us Log Off Personal Information G HOOPP connect A Healthcare of Ontario Pension Plan Financial Institutions 1e connection Home Knowledge Centre Log On Information El Print 2 If you have already added a financia
18. hoo com Enter the email address and click Add Email Address How to change or delete mailing address Under Your Profile Personal Information go to the Mailing Addresses section You will see that you have the option to change your permanent mailing address Mailing Address Permanent Change A 12 Thomas St TORONTO ON mim 1m1 Canada Click on Change or Add depending on what you want to do and fill in the address information requested on screen You will receive a confirmation when completed and you will see the updated or added information on the Your Profile page How to add a financial institution or change your financial institution 1 Under Your Profile click Financial Institutions 2 If you have already added a financial institution the information will be displayed and you will see and option to Change the information 3 If you haven t entered a financial institution yet select Direct Deposit from the drop down list and click Add Home Retirement Mi Knowledge Centre Financial Institutions HOOPP pensioners and members who are retiring can add or change their banking information to have their pension deposited directly into their account Add Financial Institution Choose One 3 Choose One Direct Deposit NOTE If you do not select Direct Deposit you will get an error message so make sure you select this option 4 Find the bank number transit number and account number at
19. l institution the information will be displayed and you will see and have the option to change the information 3 If you haven t entered a financial institution yet you can add one Click Add Retirement Financial Institutions Frequently Asked Questions and HOOPP pensioners and members who are retiring can add or change their banking information to Support have their pension deposited directly into their account What Are My Financial Add Financial Institution Institution Options Choose One w Choose One Direct Deposit NOTE If you do not select Direct Deposit you will get an error message 4 Find the bank number transit number and account number at the bottom of your cheque and enter them in the corresponding fields on screen Note cheque number is NOT required so please do not include this 14 at iim Knowledge Centre Financial Institutions Add Financial Institution Find the numbers at the bottom of your cheque and enter them in the Direct Deposit section below in the following order transit number bank number account number Note HOOPP is currently not able to directly deposit pensions into non Canadian bank accounts Mena E AAA EN Cheque Transit Bank Account Number Number Number Number Please do not enter the Cheque Number in the fields below This number is not required by HOOPP Direct Deposit Transit number Bank number A Account Type Not
20. lan must be operated in accordance with its terms Assumptions Reference Number 124434023 Last Day of Employment 01 27 2023 Date You Begin Receiving Benefits 02 01 2023 Beneficiary Relationship No Spouse Beneficiary Birth Date Annual Earnings Increase Percentage 0 0 Full Time Percentage 0 0 Calculation Details Retirement process Under the Retirement tab Retirement Process you will find links to general information about the retirement process and what to do if you are planning to retire soon or in a few years 17 Steps to Retire Step 1 Learn About the Process Read some helpful tips as you consider retiring now or in a few years Retirement Whether you re retiring soon or in a few years you have many important decisions to make before you retire The following Steps to Retire offer resources available to help you prepare for this exciting new phase of your life Start the retirement process 3 months before you want your retirement to begin to ensure a smooth transition from working to retirement Learn the required steps to start the retirement process Getting You Ready Retirement Planning PDF WE RE HERE TO HELP For additional information please contact HOOPP Client Services at 416 646 6445 or toll free at 1 877 43HOOPP 46677 or email cllentservices hoopp com HOOPP Client Service representatives are available between 9 a m and 5 p m Eastern Time Monday through Friday Steps to Retire 1 Lear
21. ment date will help to ensure you receive your pension when you want it In order to ensure that you receive your pension on time it is important that you provide HOOPP with the necessary documentation listed below that applies to you Delays in Prepare Required of th d t Eini t Dorana receiving any o ese ocuments may result in your pension no being processed on time 5 Verify or Update Beneficiary Information and Designations has your current 6 Other Considerations a mailing address Step 5 Verify or Update Beneficiary Information and Designations 3 Notify Your Employer amp Update Your Personal Information Ask your employer to send a Retirement Notice to HOOPP three months prior to your retirement date Be sure your employer Verify your current beneficiary information Any required beneficiary data changes must be made prior to establishing a benefit commencement date Your qualifying soouse must be designated as your primary beneficiary If you wish to designate someone other than your qualifying spouse as your primary beneficiary please contact HOOPP Client Service for more information Steps to Retire 1 877 43HOOPP 46677 Print 1 Learn About the Process Verify or Update Beneficiary Information and Designations 2 Choose Your Retirement Date To ensure that you receive all the benefit options available to you and your family make sure l that your beneficiaries are up to date 3 Notify Your Employer
22. monthly pension you will need to call HOOPP Client Services You will receive confirmation of the change If you change your destination to a different bank account do not close the previous account until payments start going into the new account 23 CONTACT HOOPP Hours Phone Email Address 8 a m to 5 p m EST Monday to Friday 416 369 9212 Client Service 416 646 6445 or toll free in Canada and the U S at 1 877 43HOOPP 46677 clientservices hoopp com Do not include bank information or your SIN in email messages as security cannot be guaranteed 1 Toronto Street Suite 1400 Toronto Ontario M5C 3B2 24
23. n About the Process Learn About the Process 2 Choose Your Retirement Fai In this section we provide you with important and helpful information and tools to guide you through your retirement Start Early 3 Notify Your Employer amp Update Your Personal process Information o Learn about the key decisions you will need to make before you smooth i ivi transition 4 Prepare Required retire and start receiving your benefits inaa Documentation Retirement Tips process 3 months before you plan to 5 Verify or Update Getting You Ready Retirement Planning PDF stop working Beneficiary Information and Designations Information You Need to Know As a member of HOOPP you participate in one of Canada s O Frequently Asked 6 Other Considerations largest and most respected defined benefit pension plans Questions and Whether you are thinking about retiring soon or in a few years Support For a Step 2 Choose Your Retirement Date Information to help guide you in the selection of your retirement date Steps to Retire ik Learn About the Process Choose Your Retirement Date 2 Choose Your Retirement Date When you re ready to retire begin by choosing your retirement 3 l date Remember your age and years of service affect the Notify Your Employer amp amount of your benefits Update Your Personal Information Dates You Should Know o Prepare Required View Your Key Dates Documentation Did You Know Beneficiary Inform
24. n t meet this requirement you will receive a message with information on how to adjust your security settings Use of encryption is for your protection Adobe Acrobat Reader is required to view certain documents HOOPP CONNECT TABS OVERVIEW The HOOPP Connect homepage displays a number of tabs but not all tabs are available to all users The sections that you can access depend on whether you are an active member deferred pensioner or already retired Home Action Needed This box will only appear on the home page when there is an outstanding item for you to review and or complete Details about what you need to do will appear under the Action Needed heading If you complete those actions in a session and no new actions are required the next time you log in the Actions Needed box will not display Secure Mailbox A link to access your Secure Mailbox will always appear on the home page At a Glance This box will always appear on the home page If you are an active or a deferred pensioner the HOOPP Plan Status will appear as Eligible If you are retired it will appear as Receiving Payments Retirement Project Retirement Income Shows you your projected retirement income based on assumptions which can be modified to show different what if scenarios e g what if retire at age 55 Perform termination estimates Pensioners will not see this option as they are already retired Recent Requests Changes or transactions tha
25. ntinue in order to complete the sign in process to access all of HOOPP Connect s features and functionality CORRESPONDENCE OPTIONS The Secure Mailbox option top right of your screen or in the center of the screen allows members to securely retrieve system generated documents online to print and return to HOOPP Client Services You can specify in Your Profile if you prefer to receive system generated documents electronically via the Secure Mailbox or through the mail The following documents can be delivered electronically to your Secure Mailbox e Authorization and Confirmation Communications e Annual Statements e COLA Statements for retirees and deferred pensioners e Tax Slips T4As for retirees e Other official documents when you transact with HOOPP such as making changes to your personal information or buying back service How to select your preferred form of correspondence Under the Profile link which can be found above the HOOPP Connect banner you will see the option Personal Information under the drop down menu Your Profile Secure Mailbox Feedback Contact Us Log Off Personal Information HOOPP connect aaa Healthcare of Ontario A O Pension Plan Financial Institutions e connection Log On Information Retirement Knowledge Centre MEA O O E Print At the bottom of the page you can click to change your preferred form of correspondence Preferred Form of Correspondence
26. ondence Feedback Tell us what you think about HOOPP Connect and provide your feedback Contact Us If you have a question that needs a direct response e Contact Centre 416 646 6445 or toll free in Canada and the U S at 1 877 43HOOPP 46677 from 8 a m to 5 p m EST Monday to Friday e Email Send email to clientservices hoopp com Do not include your SIN or banking information in these email messages as security cannot be guaranteed HOW TO ACCESS HOOPP CONNECT You can access HOOPP Connect from HOOPP s website or visit www hooppconnect com When you log on to HOOPP Connect for the first time after registering the first page that you will come to has HOOPP s Terms of Use on it You must accept the Terms of Use by clicking on the I accept radio button and clicking Continue in order to complete the sign in to HOOPP Connect Once you have read and accepted the Terms of Use you will not be required to accept the Terms of Use again as long as you remain eligible to access HOOPP Connect and provided the Terms of Use has not changed If the Terms of Use is updated in the future all users will be required to accept the terms again HOW TO REGISTER AS A NEW USER When you first use HOOPP Connect you will have to register On the log in page click Register as a New User Log On User ID Password Tros ID You will be asked for the last four digits of your SIN your birth date and your postal code If you have move
27. pension information online Options and screens in HOOPP Connect vary depending on whether you are an active member of HOOPP or whether you have retired This is because the transactions you can or need to perform change once you have commenced retirement and are receiving your HOOPP pension This guide is divided into instructions for all users active members and deferred pensioners and pensioners so that you can go to the sections that apply to you ABOUT HOOPP CONNECT HOOPP Connect is HOOPP s first transactional site for members and pensioners It enables HOOPP members to access the site at their convenience to review and update their personal information perform retirement income estimates and receive pension documents all securely and electronically While HOOPP Connect is for securely accessing your personal pension information and performing transactions with your data hoopp com remains as our public website accessible to all It is still your source for any educational materials forms contests surveys news and other member tools Supported browsers e Microsoft Internet Explorer version 7 0 and higher e Mozilla Firefox version 3 5 e Safari 4 0 e Google Chrome 2 0 Browser settings and plug ins HOOPP Connect requires JavaScript cookies and 128 bit Secure Sockets Layer SSL encryption or higher enabled A browser capable of at least 128 bit encryption must be used to access HOOPP Connect If your browser does
28. rnatively you can complete a Beneficiary Designation Form and send it to HOOPP via direct mail 3 If you want to change or add beneficiaries or make changes to Survivor Benefit Allocations you can call HOOPP Client Service or download the Beneficiary Designation Form For these changes to take effect please complete sign the form and return it to HOOPP How to perform a termination estimate Members with single entitlements can find out what pension benefits they can expect to receive based on service to date Because this estimate is performed when a member terminates employment with a HOOPP employer this feature is referred to as a termination estimate 1 Click the Retirement Tab and click the Project Retirement Income link where you can change your projection assumptions by clicking Redisplay Projection at the bottom of the page Home 3 Retirement Knowledge Centre ALL PLANS PENSION yee Retirement Process 3 i Key Dates Project Retirement Income Recent Requests box Beneficiaries cure Mailbox please click on the button 2 Enter assumptions based on termination date For example last day of employment is 01 31 2010 and the date to begin receiving benefits is 02 01 2010 Then click Redisplay Projection 12 Projection Assumptions Retirement Dates Enter New Assumptions Last Day of Employment 06 30 2015 0 Key Dates Age 55 Early Retirement Date 06 30 2015 Other Date 06 07 2011 Croim
29. t you ve made within seven days Beneficiaries Lists your current beneficiaries along with their survivor benefit allocation If you are an active member a deferred pensioner or a pensioner you must call HOOPP or complete a Beneficiary Designation Form and send the completed form to HOOPP to add or change a beneficiary Pension Retirement Process Tips and information to help guide you through the retirement process whether you are considering retirement in a few months or in a few years Pensioners will not see this option as they are already retired Key Dates For active members this includes your early earliest unreduced and normal retirement dates your total RPP contributions with interest and your vesting status Deferred pensioners will also see their last day of employment If you are a pensioner you will only see your last day of employment and your vesting status At the top of the key dates page your total RPP contributions as of the last Annual Statement Date is displayed Note that contributions are calculated at the end of a year so the amount shown is your total as of December 31 of the last reporting year Future Payments The Future Payments tab allows a retiree to view payment amounts and destination for their next payment Active members will not see this option because you must be retired to receive payments Knowledge Centre Plan Information The Plan Information section contains several links to HOOPP Summary Plan
30. ton If you are making a change click Change 10 Mailing Addresses Permanent Change Preferred Mailing Address Do Not Mail SCARBOROUGH ON M1P 3N5 Canada Add Mailing Address Alternate Ww 3 Enter the address details and click on Change or Add Mailing Address 4 You will receive confirmation that the address has been added and the added address will display under Your Profile How to add or change your personal email address 1 Under Your Profile Personal Information go to the Email Addresses section If you are an active member you can only Change or Delete your personal email address 2 If no email is on file click Add as you did when adding an Alternate Address If you are making a change click Change or Delete Enter the address details and click Change or Add Email Address You will receive confirmation that the address has been added and the added email address will display under Your Profile oo Email Address Change Email Address Enter your new email address in both fields below Personal Email Enter Email Address test yahoo com A Change Email Address Cancel How to view your beneficiary information Active members deferred pensioners and pensioners only have access to view their beneficiary information in HOOPP Connect You must contact HOOPP in order to change this information 1 Under the Retirement tab or under the Your Profile tab click Beneficiaries Your Profile Secure Mailbox
31. will display based on some basic assumptions Home A Knowledge Centre Print The Big Picture Your Retirement Snapshot Project Your Income Compare Saved Projections 4 Projected Income P Pension Forms of Payment How Your Income Will Measure Up Experts estimate that you ll need 60 to 80 of your preretirement pay to maintain your preretirement standard of living Projected Annual Retirement Income See How Changes Impact Your Projection Your Retirement Age Change More Projection Assumptions Enter Description Save Compare Saved Projections 21 766 20 Before Age 657 After Age 657 However you can change the assumptions e g retirement age and redisplay the projection based on the assumptions you have selected Projection Assumptions Retirement Dates Enter New Assumptions Last Day of Employment 01 31 2013 4 Key Dates Age 55 Early Retirement Date 01 31 2013 Other Date Age 02 01 2013 Key Dates other Date JE mon Must be the first day of any month after your last day of employment r Age 7 Pension Enter New Assumptions Beneficiary Relationship No Spouse No Spouse Beneficiary Birth Date A E Annual Earnings Increase 0 000 0 0 10 0 Percentage Full Time Percentage 0 000 0 0 100 0 Redisplay Projection 16 You can save up to 12 scenarios Once you have saved 12 scenarios you will have to delete one in order to save another You can d
32. your action requires administrative processing the item will be removed when processing is complete Home cada Knowledge Centre El Print Your Future Payments E Payment History RPP Pension Payment Payments are processed according to the Pension Payment Schedule You must make any changes by 06 15 2011 in order for them to be reflected in your 07 01 2011 payment and future payments Payment Details Payment Destination s Regular Payment 502 25 i F Destination for Amount Paid to You Gross Amount 502 25 ise Less Federal Withholding 140 00 lei cria 502 25 jes Pera Who E Direct Deposit Less Provincial Withholding 0 00 a cal 1 5362 25 Account Type Other Account Number dooooo0co0oo0o0o0o0000c0 083 The final amount paid to you may include other deductions not shown above x 2 Change Where to Receive Your Payment For more information about your current payment see Detail of Payments to You Personal info transactions How to add or change your address Active members pensioners and deferred pensioners can change their permanent addresses through HOOPP Connect or by calling HOOPP Client Service Note Only deferred members and pensioners are able to add an alternate address in HOOPP Connect under the Personal Info Tab 1 Under Your Profile Personal Information go to the Mailing Addresses section 2 Click the Add Mailing Address dropdown to select the Alternate address type to be added click the Add but
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