Amounts Transferred Directly to a Licensed Annuities Provider

Note
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Do not report the following amounts on the RL-2 slip:

  • the value of property held in an unmatured RRSP that was transferred directly to a licensed annuities provider for the acquisition of an advanced life deferred annuity (ALDA) for the RRSP annuitant;
  • the value of property held in a RRIF that was transferred directly to a licensed annuities provider for the acquisition of an ALDA for the RRIF annuitant;
  • single payments from a defined contribution RPP transferred directly to a licensed annuities provider for the acquisition of an ALDA for the RPP annuitant;
  • single payments from a DPSP transferred directly to a licensed annuities provider for the acquisition of an ALDA for the DPSP annuitant;
  • single payments from a PRPP transferred directly to a licensed annuities provider for the acquisition of an eligible annuity for the PRPP annuitant, the annuitant's surviving spouse, spouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse);
  • single payments from a PRPP transferred directly to a licensed annuities provider for the acquisition of an ALDA for the PRPP annuitant;
  • single payments from a VRSP transferred directly to a licensed annuities provider for the acquisition of an eligible annuity for the VRSP annuitant, the annuitant's surviving spouse, spouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse);
  • single payments from a VRSP transferred directly to a licensed annuities provider for the acquisition of an ALDA for the VRSP annuitant.

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