Get T2220

The person from whom money is being transferred (the annuitant) should fill out the form. The T2220 form will ask you for your personal information, information about the two accounts involved in the transfer, the amount you are to transfer and whether this is all of the accounts or not.

Marriage breakdown involves dividing up the funds within the registered plans of both partners. A T2220 (Transfer from an RRSP or a RRIF to another RRSP or RRIF on marriage breakdown or common-law partnership) is required to be completed and sent to Head Office.

You can use Form T2220, Transfer from an RRSP, RRIF, PRPP or SPP to Another RRSP, RRIF, PRPP or SPP on Breakdown of Marriage or Common-law Partnership for transfers to a RRIF or an SPP transfer. For transfers to an RRSP, Form T2220 must be filled out.

Annuitant – the person who is entitled to receive payments from an RRSP or a RRIF. Individual plan number or individual fund number – the individual account, contract, certificate, or other identifier number that the RRSP issuer, RRIF carrier, or RPP or SPP administrator assigns.

You can use Form T2220, Transfer from an RRSP, RRIF, PRPP or SPP to Another RRSP, RRIF, PRPP or SPP on Breakdown of Marriage or Common-law Partnership for transfers to a RRIF or an SPP transfer. For transfers to an RRSP, Form T2220 must be filled out.