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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 a GRSP and an RPP?
Unlike with a true pension fund, the plans administration is outsourced to an insurance company or brokerage instead of being handled by your employer. In this way, GRSPs are different from RPPs, which are employee pension plans that may be managed by the employer alone or may include employee contributions.
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 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 my RRSP to another institution?
Open the new RRSP account at the institution you want to move to. You cant transfer anything to an account that doesnt exist. Initiate the transfer. This often happens through the institution receiving the new account, since theyre much more excited to get your money than the old institution is to give it away.
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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.
Related links
thrift savings plan tsp-60 - request for a transfer into the tsp
Return the completed Form TSP-60 and the letter (or state- ment) to the participant as soon as possible so that he or she can make the rollover within the
Print in ink or type all information. Use this form to request the transfer of securities in a TreasuryDirect account. Check for Entity Account (living estate,
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