Other Form T2033

2025 Printable Template

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Form last updated: 03/2024. Please verify this is the current version before use.

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01

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02

Sign the form

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03

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How to fill out a T2033 online?

Follow these steps to complete your T2033 form online.

Step 01

Determine the type of transfer applicable to your situation.

Step 02

Complete Section I with your personal details.

Step 03

Specify the plan type and provide relevant plan numbers.

Step 04

Include the issuer's information for the current plan.

Step 05

Review all entries for accuracy before submitting the form.

Canada Revenue Agency

What is a T2033 used for?

Form T2033 is used to authorize the direct transfer of funds from a Registered Retirement Savings Plan (RRSP) or a Registered Retirement Income Fund (RRIF) to another RRSP, RRIF, or to purchase an eligible annuity. This form ensures that the transfer is conducted in compliance with Canadian tax regulations and maintains the tax-deferred status of the retirement funds.

Who needs to fill out a T2033 form

Individuals who wish to directly transfer funds from their RRSP or RRIF to another RRSP, RRIF, or to purchase an eligible annuity.

What is the purpose of Form T2033?

It authorizes the direct transfer of funds from one RRSP or RRIF to another or for purchasing an eligible annuity.

Can I fill out Form T2033 by hand?

Yes, you can either fill it out electronically or print it and complete it by hand.

What should I do if I need help with the form?

Refer to the instructions on the form or contact the Canada Revenue Agency for assistance.

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