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Identification Information to Enter on the RL-2 Slip

Beneficiary

Last name, first name and last known address

Enter in the space on the RL-2 slip (see courtesy translation RL-2-T) marked “Nom de famille, prénom et adresse du bénéficiaire” the beneficiary's last name, first name and last known address (in full, including the postal code).

Social insurance number

Enter the beneficiary's social insurance number.

Individuals must provide their social insurance number to any person required to file an RL slip in their name.

Individuals who do not have a number must contact Service Canada to obtain one.

Failure to indicate an individual's social insurance number may result in a penalty for both the individual and the person required to complete the RL slip.

RL slip filed in the name of the qualifying survivor, including the surviving spouse, following the death of an annuitant

Enter the last name, first name and last known address of the qualifying survivor, including a surviving spouse, if you are filing an RL-2 slip to report amounts paid following the death of the annuitant. Such amounts include the following:

RL slip filed in the name of a succession for a death benefit under the QPP

Enter the name and last known address of the succession if you are filing an RL-2 slip to report the payment of a death benefit under the Québec Pension Plan (QPP), even if the benefit was paid to a person who paid the annuitant's funeral expenses but was not an heir. In addition to the name of the succession, the RL-2 slip may also indicate the name of the beneficiary of the cheque.

Space marked “Nom et adresse du payeur ou de l'émetteur”

Enter on each RL-2 slip the name and full address (including the postal code) of the payer or the issuer.

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