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Form T2033 Direct Transfer Under Subsection 146.3(14.1 ... 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin with Section I, where you will enter your personal information including your last name, first name, social insurance number, address, and telephone number.
- 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.
- 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.
- In Part C, identify where the funds are being transferred by filling in the details of the receiving RRSP, RRIF, SPP, RPP, or annuity.
- Complete Sections II and III as required by the transferee and transferor respectively. Ensure all signatures are obtained before submission.
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