Amounts Transferred Directly to Another Plan or Fund

Note
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Do not report the following amounts on the RL-2 slip (see courtesy translation RL-2-T):

  • single payments from a registered pension plan (RPP) that do not exceed the amount transferable under the law and that you transferred directly to another RPP, a pooled registered pension plan (PRPP), a voluntary retirement savings plan (VRSP), a registered retirement savings plan (RRSP) or a registered retirement income fund (RRIF) in the name of the annuitant, or of the annuitant's surviving spousespouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse);
  • single payments from a deferred profit-sharing plan (DPSP) transferred directly to another DPSP, an RPP, a PRPP, a VRSP, an RRSP or a RRIF in the name of the annuitant, or of the annuitant's surviving spouse, spouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse);
  • the value of property held in a RRIF that you transferred directly to another RRIF in the name of the annuitant, if the transfer was carried out using federal form T2033;
  • the value of property held in a RRIF that you transferred directly to an RPP, a PRPP or a VRSP in the name of the annuitant;
  • the value of property held in a RRIF that you transferred directly to another RRIF or to an RRSP, a PRPP or a VRSP in the name of the annuitant's spouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse);
  • the value of property held in an unmatured RRSP that you transferred directly to another RRSP or to an RPP, a PRPP, a VRSP or a RRIF in the name of the annuitant;
  • the value of property held in an unmatured RRSP that you transferred directly to another RRSP or to a RRIF, a PRPP or a VRSP in the name of the annuitant's 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 another PRPP or to an RPP, a VRSP, an RRSP or a RRIF in the name of the annuitant, or of the annuitant's surviving spouse, spouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse); or
  • single payments from a VRSP transferred directly to another VRSP or to an RPP, a PRPP, an RRSP or a RRIF in the name of the annuitant, or of the annuitant's surviving spouse, spouse or former spouse (see the conditions at Amount Transferred Directly to a Spouse or Former Spouse).

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