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How to use or fill out t2151 fillable with our platform
- Click ‘Get Form’ to open the t2151 fillable in the editor.
- Begin by filling out Area I – Applicant. Enter your last name, first name and initials, social insurance number, address, and telephone number.
- Determine if the transfer is from a Deferred Profit-Sharing Plan (DPSP) or a Registered Pension Plan (RPP). Complete Part A for DPSP or Part B for RPP accordingly.
- In Part C, specify the amount to be transferred. You can choose to transfer your whole entitlement or specify a partial amount.
- Complete Part D by identifying where the funds are being transferred. Fill in details for your RRSP, RRIF, RPP, SPP, or DPSP as applicable.
- Sign and date the form at the bottom of Area I to certify that all information is correct.
- Ensure that Areas II and III are completed by the transferor and transferee respectively after you submit your part.
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