Get Canada T920 2016-2026

The Canada T920 form is a critical document for pension plan administrators looking to request acceptance of amendments to a registered pension plan. This guide provides a clear, step-by-step process to help you complete the form efficiently and accurately.

Follow the steps to complete the Canada T920 online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In Section 1, provide the plan identification details. Include the seven-digit registration number assigned by the Canada Revenue Agency, the effective date of the amendment, and the official name of the pension plan before the amendment. Indicate if there has been a change in the plan's name or fiscal year end.
3. Move to Section 2 to enter plan administration information. Fill in details about the plan administrator, including their contact information. Specify if the administrator is a resident of Canada and whether any new authorized correspondent is being designated.
4. In Section 3, state the number of participating employers in the plan and note any changes in their names. Provide necessary details for any employers added or removed from the plan.
5. Proceed to Section 4. Here, indicate if the amendment changes how the plan's assets are held and provide details about the funding mediums involved.
6. Complete Section 5 by addressing questions related to service periods and benefits, such as any changes in recognizing past-service benefits.
7. In Section 6, specify the type of pension plan and indicate any amendments to the plan type, benefit formulas, contribution rates, and any changes to voluntary contributions.
8. Section 7 addresses potential mergers or splits of the plan. Provide relevant details if applicable.
9. In Section 8, confirm whether the plan has become inactive or if all funds have been paid out, including necessary dates and methods.
10. Section 9 focuses on whether the plan conforms to an approved specimen. Provide the required certifications if applicable.
11. Lastly, complete the certification section by providing your signature, title, and date, confirming the accuracy of the information submitted. Compile any additional documents as referenced in Section 11.
12. Once all sections are completed, make sure to save your changes and proceed to download, print, or share the form as needed.

Get started on completing your Canada T920 form online today.