*** 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. In print, the T2202A slip is repeated for the possibility of three recipients. *** Canada Revenue Agency T2202A (11) (Front) TUITION, EDUCATION, AND TEXTBOOK AMOUNTS CERTIFICATE Copy 1 For student Copy 2 For designated individual Copy 3 For educational institution - Issue this certificate to a student who was enrolled during the calendar year in a qualifying educational program or a specified educational program at a post-secondary institution, such as a college or university, or at an institution certified by Human Resources and Skills Development Canada (HRSDC). - Tuition fees paid in respect of the calendar year to any one institution have to be more than $100. Fees paid to a post-secondary institution have to be for courses taken at the post-secondary level. Fees paid to an institution certified by HRSDC have to be for courses taken to get or improve skills in an occupation, and the student has to be 16 years of age or older before the end of the year. - Do not enter the cost of textbooks on this form. Students calculate the education and textbook amounts based on the number of months indicated in Box B or C below. Name of program or course ^ Student number ^ Name and address of student ^ *** Transcriber's Note: Enter as many lines as necessary for the following. *** Session periods, part-time and full-time From (Year/Month) ^ To (Year/Month) ^ A: Eligible tuition fees, part-time and full-time sessions ^ Number of months for: B: Part-time ^ C: Full-time ^ Totals (add all entries for each of the following) A: Eligible tuition fees, part-time and full-time sessions ^ Number of months for: B: Part-time ^ C: Full-time ^ Name and address of educational institution ^ Information for students: See the back of copy 1. If you want to transfer all or part of your tuition, education, and textbook amounts, complete the back of copy 2. T2202A E (11) (Back) - Complete Schedule 11, Tuition, Education, and Textbook Amounts, to calculate the federal amount you can claim on line 323 of Schedule 1, Federal Tax; the maximum amount you can transfer to a designated individual; and the amount, if any, you can carry forward to a future year. - Also complete provincial or territorial Schedule (S11), if you resided in a province or territory other than Quebec on December 31, to calculate the provincial or territorial amount you can claim on line 5856 of Form 428; the maximum amount you can transfer to a designated individual; and the amount, if any, you can carry forward to a future year. - You can claim a full-time education amount if you were enrolled in a qualifying educational program as a full-time student. Such a program lasts at least three consecutive weeks and requires a minimum of 10 hours of course instruction or work each week in the program (excluding study time). For more information on this and on the textbook amount, see Pamphlet P105, Students and Income Tax, at www.cra.gc.ca/forms. - You can claim a part-time education amount if you were enrolled in a specified educational program. Such a program lasts at least three consecutive weeks and requires a minimum of 12 hours of instruction or work each month on courses in the program You can claim a full-time education and textbook amount if you were enrolled as a part-time student in a qualifying educational program and you qualify for the disability amount, or you could not be enrolled full time in such a program because of a mental or physical impairment, as certified by a medical doctor, optometrist, audiologist, occupational therapist, psychologist, speech-language pathologist, or physiotherapist. If either situation applies to you, complete Form T2202, Education and Textbook Amounts Certificate, to claim the full-time education amount - For information on the unused current-year tuition, education, and textbook amounts you can transfer, see line 323 in your General Income Tax and Benefit Guide and, if applicable, line 5856 in the provincial or territorial pages of your forms book. Complete this area if you were enrolled in an institution certified by Human Resources and Skills Development Canada: I was enrolled in the course(s) titled ^ to get or improve skills in the occupation of ^ - You can transfer your unused current-year tuition, education, and textbook amounts to one designated individual. That individual can be either your spouse or common-law partner, your parent or grandparent, or your spouse's or common- law partner's parent or grandparent. You cannot transfer your unused current- year amounts to your parent or grandparent, or your spouse's or common-law partner's parent or grandparent, if your spouse or common-law partner claims the spouse or common-law partner amount or amounts transferred from your spouse or common-law partner on his/her tax return. - If you transfer unused amounts to your spouse or common-law partner, he or she has to complete federal Schedule 2, Federal Amounts Transferred From Your Spouse or Common-Law Partner, and, if applicable, provincial or territorial Schedule (S2), Provincial (or Territorial) Amounts Transferred From Your Spouse or Common-Law Partner. Designation for the transfer of an amount to a spouse or common-law partner, parent, or grandparent I designate (Individual's name), ^ my (Relationship to you), ^ to claim: (1) Federal amount $^ on line 324 of his or her federal Schedule 1, or on line 360 of his or her federal Schedule 2, as applicable; (2) Provincial or territorial amount ^ on line 5860 of his or her provincial or territorial Form 428, or on line 5909 of his or her provincial or territorial Schedule (S2), as applicable. Note 1: Line (1) above cannot be more than line 23 of your federal Schedule 11. Note 2: If you resided in a province or territory other than Quebec on December 31, line (2) above cannot be more than line 19 (line 23 for Yukon and Nunavut) of your provincial or territorial Schedule (S11). If you resided in Quebec on December 31, an entry is not required on line (2) above. Note 3: If you did not reside in the same province or territory as the designated individual on December 31, special rules may apply. For more details, call 1-800-959-8281. Student's name (print) and signature ^ Social insurance number (enter 9-digit number) ^ Date (Year/Month/Day) ^ Privacy Act, Personal Information Bank number CRA PPU 005