Amend a deferred profit sharing plan - How to make a change

From: Canada Revenue Agency

2. How to make a change

All amendments, except a legislated change, require a letter from the employer or trustee stating the requested change and the effective date. The letter should include the associated amendment to the plan text or trust agreement as well as any board resolutions or by-laws, if applicable. There is no Canada Revenue Agency (CRA) form to use when making plan amendments.

When there is a legislated change, the CRA will advise of any plan amendment requirements.

Send us your letter

Your letter needs to include all required information for the change, along with all required documents.

Due to a building refit spanning multiple years, the Registered Plans Directorate’s mailing address has been temporarily changed. Please use the following address for all correspondence until further notice:

Registered Plans Directorate
Canada Revenue Agency
2215 Gladwin Cres
Ottawa ON  K1B 4K9

 

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