Get Cra T920 Form

This guide provides a step-by-step approach to successfully completing the Cra T920 Form online. As the pension plan administrator, it is essential to understand the form’s components and ensure all required fields are accurately filled out.

Follow the steps to complete the Cra T920 Form online.

1. Press the ‘Get Form’ button to access the form and open it in the editor.
2. Begin with Section 1, which requires you to identify the pension plan. Enter the registration number and the official name of the plan prior to the amendment. If there have been changes to the name or fiscal year end of the plan, provide the updated information.
3. Move to Section 2, where you will provide the administrator information. Depending on the structure of the pension plan, fill out the appropriate parts regarding the administrator’s name, address, and contact details. Confirm if there has been a change in the administrative structure.
4. In Section 3, indicate the effective date of the amendment and, if applicable, the amendment number.
5. Section 4 requires you to input sponsor changes. Confirm if the plan sponsor's name has changed and if any participating employers have been added or removed, providing their business numbers accordingly.
6. Proceed to Section 5, where you will detail any changes in the funding medium. If there have been changes, specify the new funding methods and identify any changes in financial institutions.
7. Continue with Section 6 to provide information on any member changes under the plan and specify any amendments to defined benefit provisions.
8. If applicable, Section 7 will have you identify any new connected persons participating in the plan. Provide necessary details as required.
9. In Section 8, confirm whether the plan text and funding medium conform to an approved specimen and provide relevant details if there are changes.
10. Complete Section 9 if the plan has become inactive, noting fund disbursements and final distribution methods if applicable.
11. Finish with Section 10, where the plan administrator or their delegated representative must certify the application by providing their name, date, signature, and title.
12. Attach necessary documentation as outlined in Section 11 and review all sections to ensure completeness before saving, downloading, printing, or sharing the form.

Now that you're equipped with the steps, start filling out the Cra T920 Form online today!