Form T2033 Direct Transfer Under Subsection 146.3(14.1 ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section I, where you will enter your personal information including your last name, first name, social insurance number, address, and telephone number.
3. In Part A, indicate whether you are transferring from an RRSP, RRIF, SPP, or PRPP by checking the appropriate box and providing the relevant plan numbers and names.
4. Move to Part B to describe the amount being transferred. Select whether it is all or part of the property and specify if it will be in cash or in kind.
5. In Part C, identify where the funds are being transferred by filling in the details of the receiving RRSP, RRIF, SPP, RPP, or annuity.
6. Complete Sections II and III as required by the transferee and transferor respectively. Ensure all signatures are obtained before submission.

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