Follow the steps to complete the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Enter the year in the designated area at the top of the form where it states 'when completed'. Make sure this reflects the year you made your RRSP contributions.
3. In Part 1, calculate your eligible unused RRSP contributions by entering the total contributions made to your own and your spouse's or common-law partner's RRSP from January 1 to December 31 of the selected year. Remember to attach proof of your contributions as specified.
4. Report the portion of your contributions made in the first 60 days of the year in section 2 of Part 1.
5. Indicate the part of the amount from line 1 that you have deducted or intend to deduct from your income for the prior year in section 3.
6. For section 4, enter the part of the amount from line 1 that you propose to deduct when calculating your income for the current year.
7. Note the part of the sum from line 1 that you will deduct for any year following the year indicated in line 5.
8. If applicable, add any previously approved amounts from Part 2, section 6 and enter the total.
9. Subtract line 7 from line 1 in section 8. This will result in your unused RRSP contributions available for refund without tax withholding.
10. In Part 2, designate the amount of line 8 that you would like refunded by entering it in the designated space.
11. Complete the RRSP issuer details, including their name, contract number, and your personal information as required.
12. After filling out Part 3, return three copies to the tax agency for approval.
13. Once approved, complete Part 4 and send the necessary copies to your plan issuer.
14. Lastly, the RRSP issuer will certify the amount in Part 5 and return the remaining copies to you.

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