*** Transcriber's Note: Please set your voice synthesizer to read most punctuation. When you encounter the caret sign at the end of a line, please enter the applicable information, if necessary. *** RC96 E (11) Canada Revenue Agency LIFELONG LEARNING PLAN (LLP) REQUEST TO WITHDRAW FUNDS FROM AN RRSP - Use this form to make a withdrawal from your RRSP under the LLP. Complete Part 1, and give the form to your RRSP issuer. - For more information about the LLP, who is eligible to use it and qualifying educational programs and designated educational institutions, see Guide RC4112, Lifelong Learning Plan (LLP). Part 1 - Complete this part to make an LLP withdrawal from your RRSP Name ^ Social insurance number (enter 9-digit number) ^ Address ^ City ^ Province or territory ^ Postal code ^ Who is the LLP student? (tick only one box) (enter an "X" to the applicable) You ^ Your spouse or common-law partner ^ If you checked "Your spouse or common-law partner", enter below his or her name and social insurance number. Note: The LLP student must remain the same for all withdrawals in all years in the current participation. Name of your spouse or common-law partner ^ Social insurance number (enter 9-digit number) ^ 1. Has the LLP student enrolled in a qualifying educational program at a designated educational institution, or received a written offer to enrol before March of next year in such a program? Yes or No. ^ If Yes Go to question 2. If No You cannot make an LLP withdrawal. Do not complete the rest of this form. 2. Is the student enrolling as a full-time student or a part-time student? Full-time ^ or Part-time. ^ If Full-time Go to question 4. If Part-time Go to question 3. 3. Does the student meet one of the disability conditions explained in Guide RC4112? Yes or No. ^ If Yes Go to question 4. If No You cannot make an LLP withdrawal. Do not complete the rest of this form. 4. Have you made LLP withdrawals in previous years of the current participation? Yes or No. ^ If Yes Go to question 5. If No Go to question 6 5. Is this withdrawal being made after January of the fourth calendar year after the year of your first LLP withdrawal? Yes or No. ^ If Yes You cannot make another LLP withdrawal until the year after the year you bring your LLP balance to zero. Do not complete the rest of this form. If No Go to question 6. 6. Line A: How much do you want to withdraw? $^ 7. Line B: Is this your first LLP withdrawal this year? $^ Yes or No. ^ If Yes Go to question 8. If No How much have you already withdrawn under the LLP this year? If the total of lines A and B is more than $10,000, your RRSP issuer will withhold tax on the part of your withdrawal that exceeds the $10,000 limit. You have to include the part that exceeds the $10,000 limit in your income on your income tax and benefit return. 8. Line C: How much have you withdrawn under the LLP in previous years of your current participation? $^ Do not include amounts that were included as income in your previous year's' income tax and benefit returns because you exceeded the $10,000 limit. If the total of lines A, B, and C is more than $20,000, your RRSP issuer will withhold tax on the part of your withdrawal that exceeds the $20,000 limit. You have to include the part that exceeds the $20,000 limit in your income on your income tax and benefit return. 9. What is the account number of the RRSP from which you want to make the LLP withdrawal? ^ I certify that the information given in Part 1 of this form is, to the best of my knowledge, correct and complete. Signature of participant ^ Date (Year/Month/Day) ^ Part 2 - To be completed by the RRSP issuer - Do not send us a copy of this form. Keep the form for your records and give a copy to the LLP participant. - If the total of lines A and B above exceeds $10,000 or if the total of lines A, B, and C above exceeds $20,000, withhold tax only on the excess amount. - Report the amount withdrawn in box 25 of a T4RSP slip issued in the name of the RRSP annuitant for the year of the withdrawal. - For more information on how to report LLP withdrawals, see Guide T4079, T4RSP and T4RIF Guide. RRSP issuer's name ^ Address ^ City ^ Province or territory ^ Postal code ^ Phone number (including area code) ^ Amount withdrawn $^ Date of withdrawal (Year/Month/Day) ^ Privacy Act, Personal Information Bank Number CRA PPU 005