Election Respecting the Designated Benefit From a RRIF
TP-961.8-V
This form is for the legal representative of a registered retirement income fund (RRIF) annuitant that received a RRIF amount following the annuitant's death as well as for a qualifying survivor of the deceased annuitant (including a surviving spouse) who is entitled to all or part of a RRIF amount as a beneficiary of the annuitant's succession. They can use this form to consider a RRIF amount received by the legal representative as a designated benefit paid to the qualifying survivor.
A qualifying survivor who has been designated a beneficiary of the property held in the deceased annuitant's RRIF (according to the terms of the RIFF contract or the deceased annuitant's will) and has received a designated benefit from the RRIF can use this form to calculate the amount to include in their income tax return with respect to the benefit.