Box B – Death of the Annuitant of a RRIF: Payment Made to the Surviving Spouse Designated as the Successor Annuitant

Include in box B of the RL-2 slip (see courtesy translation RL-2-T) the total amount paid to the surviving spouse of an annuitant of a registered retirement income fund (RRIF) if:

  • the surviving spouse was designated as the successor annuitant pursuant to applicable legislation;
  • consent has been given by both the issuer of the RRIF and the legal representative of the deceased annuitant who is entitled to receive the amount on behalf of the surviving spouse.

If the total amount paid to the surviving spouse designated as the successor annuitant exceeds the minimum amount, see Box B – Amount Exceeding the Minimum Amount.

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