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Canada Revenue Agency (CRA) Pension Related Forms & Guides

Click here to link to CRA Forms and Publication webpage.

 

Guides:

T4040 - RRSPs and Other Registered Plans for Retirement 2007
• T4084 - Pension Adjustment Guide
• T4099 – Registered Pension Plan Guide
• T4104 - Past Service Pension Adjustment Guide


CRA Tax Forms:

• T1004 - Applying For the Certification of a Provisional Past Service Pension Adjustment
• T1007 - Connected Person Information Return
• T1032 - Joint election to split pension income
• T2 Sch 15 - Deferred Income Plans (Schedule 15 for T2 Return)
• T2033 - Direct Transfer Under Paragraph 146(16)(a) Or 146.3(2)(e)
• T2037 – Notice of Purchase of Annuity with ‘Plan Funds’
• T2151 - Direct Transfer of a Single Amount Under Subsection 147(19) Or Section 147.3
• T244 - Registered Pension Plan Annual Information Return
• T3012A – Tax Deduction Waiver on the Refund of your unused RRSP contribution
• T3P - Employees' Pension Plan Income Tax Return
• T510 - Application to Register a Pension Plan
• T920 - Application to Amend a Registered Pension Plan
• TD1 – Personal Tax Credit Return (Please also refer to TD1 form for specific provinces such as TD1BC, TD1AB, etc.)

Click here to link to CRA Forms and Publication webpage.

 

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