T2151 2026

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The document outlines the process for recording a direct transfer of a single amount from a Deferred Profit-Sharing Plan (DPSP) or Registered Pension Plan (RPP) under specific subsections of the Income Tax Act. It includes sections for applicants to provide personal information, details about the transfer, and certifications from both the transferor and transferee. The form is intended for use by DPSP trustees and RPP administrators to facilitate these transfers while ensuring compliance with tax regulations.

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Begin by filling out Area I – Applicant. Enter your name, social insurance number, telephone, and address. If applicable, indicate whether the transfer is from a DPSP or RPP and complete the relevant parts.
In Part A or Part B, select the appropriate checkbox that describes your status as an employee or beneficiary. Provide details such as employer's name and registration numbers.
Proceed to Part C to specify the amount being transferred. You can choose to transfer your whole entitlement or a partial amount.
In Part D, identify where the funds are being transferred to by entering details of your RRSP, RRIF, or other accounts as required.
Complete Areas II and III with necessary certifications from the transferor and transferee respectively. Ensure all signatures are included before finalizing.

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