Registered Plans related forms and publications

The Registered Plans Directorate and other areas of the Canada Revenue Agency publish several types of publications to assist plan administrators as follows:

  • guides provide information on a topic and/or instructions for filling out forms
  • information circulars generally provide information about administrative, enforcement, or procedural matters relating to income tax law, such as the requirements for registration of a deferred income plan
  • interpretation bulletins give the CRA's technical interpretation and position on certain provisions contained in income tax law
  • income tax folios will replace interpretation bulletins over the next several years as the technical content is updated
  • forms are available for registration and reporting purposes, and can be accessed through our web site in PDF and Fillable Form formats. You can also Contact Us if you need paper copies
  • other provides special documents which do not easily fit into other categories, such as the RDSP sample pro forma - Declaration of trust which may be used by prospective RDSP issuers as a template to develop their own declaration of trust
  • glossary gives explanations in plain language of some terms used in the following forms: T510, Application for the Registration of a Pension Plan, T920, Application to Amend a Registered Pension Plan, T2011, Registered Pension Plan Change of Information Form, T2014, Request for a Priority Review of a Registered Pension Plan

List of Tax guides and pamphlets

Forms

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