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- Click ‘Get Form’ to open the t2151 fillable in the editor.
- Begin by filling out Area I – Applicant. Enter your name, Social Insurance Number (SIN), phone number, and address in the designated fields.
- Determine if your transfer is from a Deferred Profit-Sharing Plan (DPSP) or a Registered Pension Plan (RPP). Complete Parts A, B, and D accordingly.
- In Part A for DPSP transfers, indicate your status as an employee or beneficiary and provide the required details such as the Canada Revenue Agency's registration number and employer's information.
- For RPP transfers in Part B, select your status and fill in the necessary employer details along with the registration number.
- In Part C, specify whether you want to transfer your whole entitlement or a partial amount by entering the appropriate figures.
- Complete Part D by selecting where you want the funds transferred (RRSP, RRIF, etc.) and provide account details as required.
- Finally, sign and date the form at the bottom of Area I before submitting it for processing.
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