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.
2021-10 version
Follow the instructions below before clicking the Fillable PDF Document button at the bottom of the page.
-
If you have already opened the fillable form, close it without saving it.
-
Download Adobe Reader. If the software is already installed on your computer, go directly to step 4.
-
After downloading and installing Adobe Reader, close it.
-
Place your cursor on the Fillable PDF Document button at the bottom of the page and right click to display a menu.
-
Select Save link as.
-
Save the document to your desktop or the folder of your choice. Do not open the document in the download screen that appears.
-
Once the document is saved, right click on it to display a menu.
-
Click Open with and select Adobe Reader.
-
Complete and save the PDF.