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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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