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What is a T2033 form used for?

What is a T2033 (CRA form T2033) ? This exciting number is the name of a transfer form you need to fill out to transfer RRSP funds between two institutions (say, youre changing stockbrokers, or you want to move your GIC to a mutual fund at a new company) without having to deregister the funds.

How do I transfer securities from TD Direct Investing?

Transfer Securities Online Log in to WebBroker. Select Accounts tab in the top left menu. Under Transfers Withdrawals, select Transfer Securities. Select the From and To accounts and follow the prompts to submit your request.

What is a stock transfer form used for?

These forms record the details of share transfers, including the names of the buyers and sellers, the number and types of shares, and how much is being paid for them (the consideration).

What is a 60L transfer?

You probably received either a T4RIF or a T4RSP slip for withdrawals you have made and transferred either to an RRSP or a RRIF. The mention 60L may appear on your receipt to indicate the direct transfer.

What is the difference between T2033 and T2151 forms?

T2151 is for the direct transfer of a single amount (lump sum). T2033 is also a direct transfer slip, albeit under different subsections. T2033 is used for transfers between RRSP, RRIF, SSP, and PRPP accounts. You can also transfer money from these plans to your registered pension plan.

What is the form for spousal RRSP transfer?

Fill out Form T2220 to transfer funds The ownership of the funds/assets will change to the account owner youre transferring them to. To transfer funds, you (the annuitant) must: Complete Form T2220, signed by both the annuitant and the current or former spouse or common-law partner.

Direct Transfer Form for Registered Investments 2025

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