T4RIF Statement of Income from a Registered Retirement Income Fund

2022V1 - updated 2021-09-06

What’s New: No changes

 

<Return>

<T4RIF>

<T4RIFSlip>

<RCPNT_NM>

<snm></snm>
Recipient last name
- Required
, 20 alphanumeric
- first 20 letters of the recipient 's last name
- omit titles such as Mr., Mrs., etc.
- do not include first name or initials

<gvn_nm></gvn_nm>
Recipient first name
- 12 alphanumeric
- first 12 letters of the recipient 's first given name
Note: If only initials are available, provide the recipient's first initial.

<init></init>
Recipient initial
-1 alphanumeric
- initial of the recipient 's second given name

</RCPNT_NM>

<RCPNT_ADDR>

<addr_l1_txt></addr_l1_txt>
Recipient address - line 1
- 30 alphanumeric
- first line of the recipient 's address

<addr_l2_txt></addr_l2_txt>
Recipient address - line 2
- 30 alphanumeric
- second line of the recipient 's address

<cty_nm></cty_nm>
Recipient city
- 28 alphanumeric
- city in which the recipient is located

<prov_cd></prov_cd>
Recipient province or territory code
- 2 alpha
- Canadian province or territory in which the recipient is located or the state in the USA where the recipient is located
- use the abbreviations listed in the T619 - Electronic transmittal under section: Transmitter province or territory code
- when the recipient’s country code is neither CAN nor USA, enter ZZ in this field

<cntry_cd></cntry_cd>
Recipient country code
- 3 alpha
- country in which the recipient is located
- use the alphabetic country codes as outlined in the International Standard (ISO) 3166 Codes for the Representation of Names of Countries
- always use CAN for Canada, and USA for the United States of America

<pstl_cd></pstl_cd>
Recipient postal code
- 10 alphanumeric
- the recipient Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
- or the recipient 's USA zip code
- or where the recipient's country code is neither CAN nor USA, enter the foreign postal code

</RCPNT_ADDR>

<sin></sin>
Recipient’s social insurance number (SIN)
- Required
, 9 numeric
- T4RIF slip, box 12
- when the recipient has failed to provide a SIN, enter zeroes in the entire field

<ctrct_nbr></ctrct_nbr>
Contract number
- Required,
12 alphanumeric
- T4RIF box 14
- retirement Income Fund plan contract number

<bn></bn>
Business Number (BN)
- Required
, 15 alphanumeric, 9 digits RP 4 digits, example 000000000RP0000
- T4RIF slip, box 61
- must correspond to the "Business Number (BN)" on the related T4RIF Summary record
Note: To process a return, the complete BN is required.

<sps_cntrb_ind></sps_cntrb_ind>
Contributor spouse or common-law partner indicator
- Required
1 numeric
- T4RIF slip, box 26
- indicate whether the annuitant’s spouse or common law partner has ever contributed to the retirement income plan
- if spouse or common law partner has never contributed or if you are single, code as 1
- if spouse or common law partner has contributed to this plan, code as 2

<sps_sin></sps_sin>
Contributor spouse or common-law partner social insurance number (SIN)
- Required
if spouse or common–law partner contribution indicator is 2
- 9 numeric
- T4RIF slip box 32
Enter zeroes in the entire field if:
- spouse or common-law partner contribution indicator is 1,
- spouse or common–law partner SIN is not available,
- you are single

<rpt_tcd></rpt_tcd>
Report Type Code
- Required
1 alpha
- originals = O
- amendments = A
- cancel = C
Note: An amended return cannot contain an original slip.

<DTH_DT>
Note
: The following three tags are only required in the year of death of the plan holder.

<dy></dy>
Day of Death
- 2 numeric
- T4RIF box 30
- day of the month that the recipient died (e.g. 04,31)

<mo></mo>
Month of Death
- 2 numeric
- T4RIF box 30
- month that the recipient died (e.g. 03,12)

<yr></yr>
Year of Death - 4 numeric
- T4RIF box 30
- year that the recipient died (e.g. 2005)

</DTH_DT>

 

<T4RIF_AMT>
- all of the amounts are 9 numeric
- enter dollars and cents

<tx_amt></tx_amt>
Taxable Amounts
- T4RIF slip, box 16

<deem_dces_amt></deem_dces_amt>
Deemed receipt by annuitant on death
- T4RIF slip, box 18

<deem_drgst_amt></deem_drgst_amt>
Deemed receipt by annuitant on deregistration
- T4RIF slip, box 20

<oth_inc_dedn_amt></oth_inc_dedn_amt>
Other Income or Deductions
- T4RIF slip, box 22
- if negative amounts are being reported, include the "–"indicator before the dollar amount

<excs_amt></excs_amt>
Excess amounts
- T4RIF slip, box 24

<tx_ddct_amt></tx_ddct_amt>
Tax deducted
- T4RIF slip, box 28

<tx_pay_amt></tx_pay_amt>
Tax-paid amount
- T4RIF slip, box 36
<rrif_alda_amt></rrif_alda_amt>
Advanced life deferred annuity purchase
- T4RIF slip, box 37
- 13 character (allows for negatives, dollar and cents)

<mrrg_bkdn_tramt></mrrg_bkdn_tramt>
Transfers on marriage or common-law relationship breakdown
- T4RIF slip, box 35
- amount directly transferred under a decree, order, or judgment of a court or under a written agreement relating to a division of a property between the individual’s current or former spouse or common-law partner in settlement of rights arising from the breakdown of the relationship

</T4RIF_AMT>

</T4RIFSlip>

<T4RIFSummary>

<bn></bn>
Business Number (BN)
- Required
, 15 alphanumeric, 9 digits RP 4 digits, example 000000000RP0000
- enter the account number as used on Form PD7A, Statement of Account for Current Source Deductions
Note: To process a return, the complete BN is required.

<PAYR_NM>

<l1_nm></l1_nm>
Payer or carrier name - line 1
- Required
, 30 alphanumeric
- first line of payer or carrier of fund’s name
- must correspond to the name used on Form PD7A
- if "&" is used in the name area enter as "&amp;"

<l2_nm></l2_nm>
Payer or carrier name - line 2
- 30 alphanumeric
- second line of payer or carrier of fund’s name

<l3_nm></l3_nm>
Payer or carrier name - line 3
- 30 alphanumeric
- use for "care of" or "attention"

</PAYR_NM>

<PAYR_ADDR>

<addr_l1_txt></addr_l1_txt>
Payer or carrier address - line 1
- 30 alphanumeric
- first line of the street address of the payer or carrier of fund

<addr_l2_txt></addr_l2_txt>
Payer or carrier address - line 2
- 30 alphanumeric
- second line of the street address of the payer or the carrier of fund

<cty_nm></cty_nm>
Payer or carrier city
- 28 alphanumeric
- city in which the payer or carrier of fund is located

<prov_cd></prov_cd>
Payer or carrier province or territory code
- 2 alpha
- Canadian province or territory in which the payer or carrier of fund is located or the state in the USA where the payer or carrier of fund is located
- use the abbreviations listed in the T619 - Electronic transmittal under section: Transmitter province or territory code
- when the payer or carrier of fund’s country code is neither CAN nor USA, enter ZZ in this field

<cntry_cd></cntry_cd>
Payer or carrier country code
- 3 alpha
- country in which the payer or carrier of fund is located
- use the alphabetic country codes as outlined in the International Standard (ISO) 3166 Codes for the Representation of Names of Countries
- Aaways use CAN for Canada, and USA for the United States of America

<pstl_cd></pstl_cd>
Payer or carrier postal code
- 10 alphanumeric
- Canadian postal code of the payer or carrier of the fund, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
- or the payer or the carrier of fund's USA zip code
- or when the payer or carrier of fund's country code is neither CAN nor USA, enter the foreign postal code

</PAYR_ADDR>

<CNTC>

<cntc_nm></cntc_nm>
Contact name
- Required
, 22 alphanumeric
- contact's first name followed by last name for this return
- omit titles such as Mr., Mrs., etc.

<cntc_area_cd></cntc_area_cd>
Contact area code
- Required
, 3 numeric
- area code of telephone number

<cntc_phn_nbr></cntc_phn_nbr>
Contact telephone number
- Required,
3 numeric with a (-), followed by 4 numeric
- telephone number of contact

<cntc_extn_nbr></cntc_extn_nbr>
Contact extension
- 5 numeric
- extension number of the contact

</CNTC>

<tx_yr></tx_yr>
Taxation year
- Required
, 4 numeric
- taxation year (e.g., 2002)

<slp_cnt></slp_cnt>
Total number of T4RIF slip records
- Required
, 7 numeric
- total number of T4RIF slip records filed with this T4RIF Summary

<rpt_tcd></rpt_tcd>
Report Type Code
- Required
, 1 alpha
- originals = O
- amendments = A
Note: An amended return cannot contain an original slip.

<fileramendmentnote></fileramendmentnote>
Filer amendment note
- use for report type A only
- 1309 alphanumeric

<T4RIF_TAMT>
The total amounts are those reported from the T4RIF slips filed with this T4RIF Summary. The field length is set for each amount at 13 numeric characters. Enter dollars and cents.

<tot_tx_amt></tot_tx_amt>
Total Taxable Amounts
- accumulated total of recipient’s taxable amounts

<tot_deem_dces_amt></tot_deem_dces_amt>
Total deemed receipts by annuitant - deceased
- accumulated total of amounts deemed to have been received by the deceased
annuitants immediately before their death

<tot_deem_drgst_amt></tot_deem_drgst_amt>
Total deemed receipts by annuitant on deregistration
- accumulated total of amounts deemed to have been received as the result of the deregistration of annuitants' T4RIF fund

<totr_inc_dedn_amt></totr_inc_dedn_amt>
Total other income or deductions
- accumulated total of amounts paid as other income or deductions
- if negative amounts are being reported, include the "–"indicator before the dollar amount

<tot_excs_amt></tot_excs_amt>
Total excess amounts
- accumulated total of excess amounts paid to an annuitant or a recipient

<tot_tx_pay_amt></tot_tx_pay_amt>
Total tax paid amount
- accumulated total of tax paid amount

<tot_tx_ddct_amt></tot_tx_ddct_amt>
Total income tax deducted
- accumulated total of income tax deducted

<tot_mrrg_tramt></tot_mrrg_tramt>
Total transfers on marriage or common-law relationship breakdown
- accumulated total of transfers relating to a division of property between the individual’s current or former spouse or common-law partner arising from the breakdown of their relationship
<tot_rrif_alda_amt></tot_rrif_alda_amt>
Total advanced life deferred annuity purchase
15 characters (allows for negatives, dollars and cents)

</T4RIF_TAMT>

</T4RIFSummary>

</T4RIF>

</Return>

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