Additional Information to Be Entered on the RL-2 Slip
To provide additional information on the RL-2 slip (see courtesy translation RL-2-T), enter a code in a blank box, followed by the corresponding amount or information.
The following table lists the codes applicable to the RL-2 slip and provides descriptions of the codes and the plan or fund to which they apply, as well as references on our website.
|Code||Description||Plan or fund||References|
|A-1||Deduction for an Indian||RPP|
|B-1||Payments from a RRIF exceeding the minimum amount||RRIF|
|B-2||Payments from a RRIF that were transferred||RRIF|
|B-3||Designated benefit exceeding the minimum amount||RRIF||Box B – Death of a RRIF Annuitant – Designated Benefit Paid to the Surviving Spouse|
|B-4||Transferred designated benefit||RRIF||Box B – Death of a RRIF Annuitant – Designated Benefit Paid to the Surviving Spouse|
|C-1||Single payment accrued to December 31, 1971||RPP, DPSP|
|C-2||Single payment under an unregistered pension plan||Unregistered pension plan||Box C – Unregistered Pension Plan|
|C-3||Excess amount of a single payment transferred||RPP||Box C – RPP|
|C-4a||Payments received under a retirement pension||QPP||Box C – QPP|
|C-4b||Payments received under a surviving spouse's pension||QPP||Box C – QPP|
|C-4c||Payments received under a disability pension||QPP||Box C – QPP|
|C-4d||Payments received under an orphan's pension||QPP||Box C – QPP|
|C-4e||Payments received under a pension for a disabled person's child||QPP||Box C – QPP|
|C-4f||Death benefit||QPP||Box C – QPP|
|C-6||Number of months in the year during which a retirement pension was paid||QPP||Box C – QPP|
|C-7||Date on which the disability pension ceased to be paid||QPP||Box C – QPP|
|C-8||First month of disability||QPP||Box C – QPP|
|C-9||Special tax deducted at source||Income-averaging annuity for artists||Box J – Québec Income Tax Withheld at Source|
|C-10||Date a single payment was made under an RPP or a DPSP||RPP, DPSP|
|201||Type of plan or fund||N/A||RL-2 Slip – Box Marked “Provenance des revenus”|
|210||Charitable donations||N/A||See “Charitable donations” below|
|235||Premium paid to a private health services plan||N/A||See “Premium paid to a private health services plan” below|
Enter “210” in a blank box of the RL-2 slip, followed by the total of the amounts collected as charitable donations during the year and paid on behalf of the annuitant to a registered charity or another qualified donee.
Premium paid to a private health services plan
The contribution (or premium) paid by a retired employee to a private health services plan that covers, for example, medical or dental expenses can give entitlement to a tax credit for medical expenses.
On the retired employee's RL-2 slip, provide the amounts of any such contributions (or premiums) by entering “235” in a blank box, followed by the amount. If you do not provide this information, the retired employee may ask that you provide supporting documents.