T2220 2025

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The document outlines the process for transferring property from an unmatured registered retirement savings plan (RRSP), registered retirement income fund (RRIF), or specified pension plan (SPP) to the RRSP, RRIF, or SPP of a current or former spouse or common-law partner following the breakdown of a marriage or common-law partnership. It emphasizes the importance of completing the transfer under a legal decree, order, judgment, or written separation agreement to avoid tax implications. The document includes sections for the annuitant, transferee, and transferor to provide necessary information and signatures.

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Versions	Form popularity	Fillable & printable
2019	4.9 Satisfied (31 Votes)
2012	4.4 Satisfied (578 Votes)
2011	4.2 Satisfied (48 Votes)

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How to transfer an RRSP from one institution to another?

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.

What is T2033 used for?

Form used by an individual, a transferor and the transferee to record the direct transfer of certain property from an RRSP or RRIF to another RRSP or RRIF or to purchase an eligible annuity.

Can you transfer RRSP to another RRSP without penalty?

Both in-kind and in-cash transfers are carried out without tax penalties as long as your financial institution moves funds from one RRSP account to another.

What is a stock transfer form used for?

You can use Form T2220, Transfer from an RRSP, RRIF, PRPP or SPP to Another RRSP, RRIF, PRPP or SPP on Breakdown of Marriage or Common-law Partnership for a transfer to a RRIF, an SPP. For a transfer to an RRSP, Form T2220 must be filled out.

What is the T2220 form?

A T2220 (Transfer from an RRSP or a RRIF to another RRSP or RRIF on marriage breakdown or common-law partnership) is required to be completed and sent to Head Office. If the T2220 is signed by both parties, no additional documentation is required.

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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.

T2220 2025

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How to transfer an RRSP from one institution to another?

What is T2033 used for?

Can you transfer RRSP to another RRSP without penalty?

What is a stock transfer form used for?

What is the T2220 form?

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What is the difference between T2033 and T2151 forms?

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