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01

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02

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03

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How to fill out a T2151 online?

Follow these steps to complete your T2151 form online.

Step 01

Access the form in the PDF editor without needing to upload anything.

Step 02

Fill in your personal details in Section I.

Step 03

Indicate the type of plan you are transferring from.

Step 04

Complete the appropriate sections based on the plan type.

Step 05

Certify the transfer in the designated areas.

Step 06

Review all information for accuracy before downloading.

Canada Revenue Agency - Form T2151

What is a T2151 used for?

Form T2151 is used for transferring funds between certain types of retirement savings accounts in Canada. It facilitates the movement of money from plans like Deferred Profit Sharing Plans (DPSP) or Registered Pension Plans (RPP) into Registered Retirement Savings Plans (RRSP) or similar accounts, ensuring compliance with tax regulations.

Who needs to fill out a T2151 form

This form must be completed by the individual who is the plan member or annuitant, and the administrator of the transferring plan.

What is Form T2151 used for?

It is used to transfer funds between certain types of retirement accounts.

When is Form T2151 not needed?

It is not required for transfers between RRIFs or in cases of court orders related to death or divorce.

How do I sign Form T2151?

You can sign it by hand; electronic signatures are not specified as acceptable.

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