How to complete the T3 slip

Type or print the information on the slip. Report all amounts in Canadian dollars. If an amount was paid in foreign funds at various times throughout the year, get the applicable exchange rates or call 1-800-959-8281.

If there is a preferred beneficiary election and other income is also allocated to the same beneficiary, complete Form T3, Statement of Trust Income Allocations and Designations, (T3 slip) for the elected income and a separate T3 slip for all other allocated income.

You can get the information needed to complete boxes 21 to 51 from Schedule T3SCH9, Income Allocations and Designations to Beneficiaries.

Recipient’s name and address – Enter the information in the white area provided. If the payment is to an individual, enter the beneficiary’s name. If the payment is to a joint beneficiary, enter both names. If the payment is made to a trust, enter the name of the trust but not the names of the individual beneficiaries of that trust. If the payment is made to an association, organization, or institution, enter that name. Following the beneficiary’s name, enter the beneficiary’s address, including city and province or territory. Also include the postal code.

Year – Enter the tax year at the top of the slip.

Trust year end – Use a four-digit number to indicate the year, and a two-digit number to indicate the month of the trust’s tax year-end.

High-use boxes

For your convenience, we have put the instructions for the following boxes in numeric order, even though the order on the slip may be different. The high-use boxes appear first, followed by the low-use boxes. 

Low-use boxes

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