T2151 fillable 2025

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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, specify the type of transfer, and identify the receiving account. The form also contains certifications for both the transferor and transferee to ensure compliance with tax regulations and proper documentation of the transfer.

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When to use T2033?

RRSP funds may be transferred directly to the pension plan to pay for a buyback. To request the transfer, the T2033 form may be used. Use this form to record a direct transfer.

Can an RPP be transferred?

The following RPP lump-sum amounts can be transferred directly to another RPP, an RRSP, a RRIF, a PRPP, SPP, or an ALDA: an RPP lump-sum amount that you are entitled to receive from your RPP.

What is the form for pension transfer in Canada?

The Canada Revenue Agency Direct Transfer Form (T2151) records the transaction of moving funds from your public service pension plan to a locked-in registered retirement account of your choice.

What is a T2033 form 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.

Who completes T2151?

Title To be completed by financial institution, trustee or administrator after the funds are transferred.

t2151 sample

T2151 fillable example T2033 T2151 LIRA T2151 E T2151 form example LIRA transfer form T2151 french T2151 vs T2033

What is form 2151?

Form T2151, Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3. Form T2220, Transfer From an RRSP, RRIF, PRPP, or SPP to Another RRSP, RRIF, or SPP on Breakdown of Marriage or Common-Law Partnership.

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.