Get Canada T2033 E 2019-2026

The Canada T2033 E form is essential for recording a direct transfer of property from one registered plan to another. This guide provides step-by-step instructions to assist users in completing the form accurately and efficiently online.

Follow the steps to fill out the Canada T2033 E form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by completing Section I, which identifies the annuitant or member. Enter the last name, first name and initials, social insurance number, address, and telephone number.
3. In Part A, specify the source of the transfer (RRSP, RRIF, SPP, or PRPP). Mark the box that corresponds to your status as the annuitant and provide the relevant plan numbers and issuer names.
4. Proceed to Part B to describe the amount being transferred. Choose whether it is all or part of the property and specify if the transfer will occur in one-time or several payments. Enter the amounts as required.
5. In Part C, identify the destination for the transferred funds. Indicate the individual plan number and name for the RRSP, RRIF, SPP, RPP, or PRPP receiving the funds.
6. At the end of Section I, make sure to sign and date the form to authenticate the request.
7. Next, Section II needs to be completed by the transferee. They will confirm the transfer request and provide their name and authorized signature.
8. Section III is filled out by the transferor to acknowledge the transfer amount and confirm any necessary details regarding the annuitant's spouse contributions.
9. Finally, in Section IV, the transferee confirms receipt of the transfer, completing the documentation. Save changes, download, print, or share the completed form as required.

Complete the Canada T2033 E form online today to ensure your transfer is processed smoothly.