Skip to content | Skip to institutional links

Common menu bar links

Institutional links

What's new archive

2008

23-12-08
Question 16 of the "Frequently Asked Questions" on RDSPs (If an RDSP is opened in 2009, is the beneficiary able to apply for the 2008 Grant and Bond?)

11-12-08
RC4466 Tax-Free Savings Account (TFSA) - Information Sheet

03-11-08
Invitation Update - November 3, 2008

27-10-08
Invitation Update - October 27, 2008

21-10-08
The Registered Plans Directorate RPP glossary is updated.

21-10-08
Registered Plans Directorate publishes Newsletter 94-3R Using Assumptions to compute the Present value of Benefits

20-10-08
Invitation to the Tax-free Savings Account Outreach Sessions

08-09-08
Sample pro forma - Declaration of trust

08-09-08
Questions and Answers and reporting data elements for TFSA issuers

29-08-08
New guidelines for tax-free savings account (TFSA) issuers on how to apply for a TFSA identification number.

12-08-08
Registered Plans Directorate publishes its first RESP Bulletin

06-08-08
Review of Registered Education Savings Plans (RESPs) industry practices under the Income Tax Act

05-08-08
Invitation to the Specialty Products 2008 Practitioner's Forum

20-06-08
Section 10.1 (Eligible Service), Sections 11.18 to 11.26 (Phased Retirement Benefits), Section 12.2 (Highest Average Compensation) and Section 15.3.1 (Qualifying Period) of the Technical Manual are modified to include phased retirement benefits.

12-06-08
Registered Plans Directorate publishes its fifth Compliance Bulletin

09-06-08
T4084 Pension Adjustment Guide

02-06-08
Registered Plans Directorate publishes its first Actuarial Bulletin

06-05-08
" Frequently Asked Questions " on Registered Disability Savings Plans (RDSPs)

02-04-08
RC4137 Pension Adjustment Reversal Guide

12-02-08
Appointment of new Director General

12-02-08
Education Assistance Payment (EAP) under the Income Tax Act

22-01-08
Changes in the review of locking-in addenda

11-01-08
Technical manual - 9.3.2 8503(2)(a)(ii) - Cost-of-living Adjustments, has been amended to more clearly reflect the indexing requirements of the Agency and the Income Tax Act.

09-01-08
Question 7 of the "Frequently Asked Questions on PAR" (Two original PARs).

2007

14-12-07
Chapters 8 (Conditions Applicable to all Pension Plans), 9 (Defined Benefit Provisions), 14 (Money Purchase Provisions) and 20 (Transfer - Defined Benefit to Money Purchase) of the Technical Manual are modified to reflect the increase in the age limit to 71.

14-12-07
Question 26 of the "Frequently Asked Questions on RPPs" (Phased retirement).

19-11-07
2007 Budget - Addition of a question on Transfer of RRIF "Eligible Amount"

30-10-07
Requirement to File Contract Listings on Magnetic Media

30-10-07
New withholding rates for lump-sum payments

29-10-07
Budget 2007 - Change to introduction to question 6 of the " Frequently Asked Questions " (Educational assistance payments)

24-09-07
Question 2 of the "Frequently Asked Questions" on RRSPs/RRIFs is modified (locked-in designation)

24-09-07
REMINDER - The Canada Revenue Agency will return any application for registration and request for approval of amendments to a registered pension plan received on or after September 30, 2007, if the new version of the prescribed form, either T510, Application to Register a Pension Plan or T920, Application to Amend a Registered Pension Plan is not correctly completed and attached to the appropriate documents that constitute a complete application. For more information, please refer to Re-engineering - Frequently Asked Questions - RPP Forms. For more information on what constitutes a complete application to register a pension plan or amend a registered pension plan, please refer to Frequently Asked Questions - Application to register or amend a registered pension plan.

24-09-07
Question 25 of the "Frequently Asked Questions" on RPPs (Designated plan waiver (no more accruals))

23-08-07
Registered Plans Directorate publishes IC77-1R5 Deferred Profit Sharing Plans

27-07-07
Re-arrangement of office space at the Registered Plans Directorate

23-07-07
After September 30, 2007, our policy of returning an incomplete application to register a pension plan to the submitter will be expanded to include an incomplete application to amend a registered pension plan. Details on what constitutes a complete application to register or amend a registered pension plan can be obtained by referring to Frequently Asked Questions - Application to register or amend a registered pension plan.

The form T510, Application to Register a Pension Plan has been revised and is now available on the internet site in fillable format. After September 30, 2007, applications for pension plan registration using a previous version of the form will be returned to sender. For more information concerning this revised form please see Re-engineering - Frequently Asked Questions - RPP Forms .

The form T920, Application to Amend a Registered Pension Plan has been revised and is now available on the internet site in fillable format. After September 30, 2007, applications to amend a registered pension plan using a previous version of the form will be returned to the sender. For more information concerning this revised form please see Re-engineering - Frequently Asked Questions - RPP Forms .

New formT2011, Registered Pension Plan Change of Information Form has been created to assist pension plan administrators and the Canada Revenue Agency (CRA) in identifying, processing and updating important contact and other information relating to registered pension plans. This form is used when the information provided does not constitute an amendment to the pension plan documentation. The T2011 is not a prescribed form and its use is not mandatory. However, its use will assist the CRA in updating and keeping your plan information current. For more information concerning this new form please see Re-engineering - Frequently Asked Questions - RPP Forms .

New form T2014, Registered Pension Plan Priority Identification Form has been created to assist pension plan administrators and the Canada Revenue Agency (CRA) in identifying and processing important submissions relating to registered pension plans. The T2014 is not a prescribed form and its use is not mandatory. However, its use will assist the CRA in identifying and correctly assigning your submission quickly. For more information concerning this new form please see Re-engineering - Frequently Asked Questions - RPP Forms .

29-06-07
Registered Plans Directorate publishes its fourth Compliance Bulletin

29-06-07
2007 Budget - Questions and Answers (Question 16, T4RIF slip reporting - Annuitants turning 70 or 71 in 2007 or 71 in 2008)

28-06-07
Question 6 of the "Frequently Asked Questions on PSPA" - PSPA benefit exclusion under paragraph 8303(5)(f)

20-06-07
2007 Budget - Questions and Answers

20-06-07
Question 21 of the "Frequently Asked Questions" - Contributions for former employees of a predecessor employer

14-06-07
Budget 2007 - Changes to questions 5 and 6 of the "Frequently Asked Questions" (Contributions and Educational assistance payments)

13-06-07
2007 Budget - Questions and Answers

27-04-07
Section 11.1.3 of the Technical Manual is modified (Regulation 8503(4)(a)(iii) - Past Service Contributions) to specify that contributions in respect of post-1989 years are limited to the amount reasonably necessary to fund post-1989 benefits

27-04-07
Section 12.1.1 of the Technical Manual is modified (Regulation 8504(1)(a)(i) - Maximum for Connected Persons) to specify that the lesser of the defined benefit limit and 2% of earnings test must be done for every year of service

25-04-07
Money purchase limits, RRSP limits, YMPE, DPSP limits and Defined benefit limits

16-04-07
List of Registered Investments as of December 31, 2006 is now available in the Canada Gazette.

26-03-07
RPP Questions from the Industry (Questions 18, 19 and 20)

28-02-07
2006 RPP Service Delivery Standards Survey

2006

02-10-06
To learn more about Pension Advisory Committee members' roles and responsibilities, please see http://www.cra-arc.gc.ca/tx/rgstrd/rpp-rpa/mmbrshp-eng.html.

Pension Advisory Committee members' autobiographies are available at : http://www.cra-arc.gc.ca/tx/rgstrd/rpp-rpa/tbgrphs-eng.html.

19-09-06
Question 3 of the " Pension Adjustment (PA) Frequently Asked Questions " is modified (PAs not reported or incorrect PAs reported)

07-09-06
The Association of Registrars of the Universities and Colleges of Canada (ARUCC) has developed a sample form for proof of enrolment

06-09-06
Sustainable development practices - duplex printing & electronic publications

13-06-06
List of Registered Investments as of December 31, 2005 is now available in the Canada Gazette.

08-06-06
Minutes of the 2005 RPP Consultation Session (November 30, 2005)

08-06-06
Questions from the Industry, RPP Consultation Session (November 30, 2005)

01-06-06
RPP Service Delivery Standards Survey Results

02-03-06
Roxanne Descôteaux has joined the Registered Plans Directorate as the Director of the Registration Division

13-02-06
Question 6 of the "Frequestly Asked Questions" - Foreign content rule for RRSPs and RRIFs

08-02-06
Registered Plans Directorate publishes its third Compliance Bulletin

11-01-06
New question 10 and ancillary changes to other "Frequently Asked Questions" on RESPs pursuant to Bill C-5

2005

21-12-05
Pension Advisory Committee Record of Recommendations/Decisions - Meeting of October 11 and 12, 2005

06-12-05
Question 17 of the "Frequently Asked Questions on RPPs" is modified (Variable benefits paid out from a money purchase provision)

14-11-05
Information on withholding tax requirements on payments from a registered retirement income fund (RRIF)

01-11-05
The Registered Plans Directorate Technical Manual on registered pension plans (RPP) is now available online on the RPP site. Our clients requested that we publish this internal resource as an aid to them in understanding our interpretation of the Income Tax Act legislation affecting registered pension plans. As part of our educational outreach program, we are pleased to provide this resource.

01-11-05
The Registered Plans Directorate sent a letter to Registered Pension Plan (RPP) clients on November 1, 2005 to alert them of upcoming changes to RPP registration processes. These process changes, the first under the Directorate's Re-engineering Initiative, will come into effect on November 7, 2005. For more information, see the letter and our Frequently Asked Questions on the new processes.

09-09-05
Cancellation of the 2005 RRSP/RESP Consultation Session

26-07-05
RRSP/RRIF contract lists may be filed using XML technology

11-07-05
Invitation to the 2005 RRSP/RESP Consultation Session - October 25 and/or 26, 2005

04-07-04
Change to requirements for original signatures on RPP, RI, DPSP and SUBP documents

04-07-05
Information concerning the Pension Advisory Committee available on RPD Web site

10-06-05
Question 6 of the " 2005 Budget - Questions and Answers " is modified (Funding of benefits based on the proposed increase to the defined benefit limit before the proposed changes to the Income Tax Act are enacted)

08-06-05
Questions from the Industry, RPP Consultation Session (November 23, 2004)

26-05-05
List of Registered Investments as of December 31, 2004 is now available in the Canada Gazette.

12-04-05
Minutes of the 2004 RPP Consultation Session (November 23, 2004)

07-04-05
Question 5 of the "Frequently Asked Questions" on PSPA

23-03-05
T4099 Registered Pension Plan Guide

09-03-05
List of Members Pension Advisory Committee

24-02-05
2005 Budget - Questions and Answers

17-02-05
Registered Plans Directorate publishes its second Compliance Bulletin

14-02-05
Questions and Answers, RESP/RRSP/RRIF Consultation Session (October 25, 2004)

09-02-05
Minutes of the RESP/RRSP/RRIF Consultation Session (October 25, 2004)

08-02-05
Correction in T4079, T4RSP and T4RIF Guide 2004

25-01-05
Question 10 of the "Frequently Asked Questions" on Registered Education Savings Plans

24-01-05
Sending plan submissions to Registered Plans Directorate via courier

11-01-05
Registration Division Questionnaire

2004

23-11-04
Application to register a pension plan with an effective date in 2004

29-10-04
Mrs. Annelisa Gillespie has accepted the position of Director General

06-10-04
Summary of the Consultation Sessions on Reengineering (RPP) (February to March, 2004)

06-10-04
Question 6(h) of the "Frequently Asked Questions"

27-09-04
The Registered Plans Directorate invites you to submit your application for membership on the new CRA Pension Advisory Committee

16-06-04
The Registered Plans Directorate retains Archived newsletters for historical purposes.

05-06-04
Registered Plans Directorate electronic mailing list, a free service to help us serve you better

04-06-04
Requests for administrative relief - RRSP issuers or RRIF carriers may remove the spousal contributor designation on marriage breakdown when certain conditions are met

04-06-04
All the information on Registered Investments is now available on a separate page. The Registered Plans Directorate now publishes Frequently Asked Questions for Registered Investments.

26-05-04
Our Registered Education Savings Plan (RESP) web page now has a hyperlink to the Province of Alberta web site for more information on Alberta Centennial Savings (ACES) Plan

04-05-04
Registered Plans Directorate publishes Newsletter 04-1 Transfers from a Defined Benefit Provision to a Money Purchase Provision, an RRSP, or a RRIF and Transfers between Defined Benefit Provisions

04-05-04
Registered Plans Directorate publishes Newsletter 04-2 Registered Pension Plan Applications - Processing an Incomplete Application

14-04-04
Minutes of the RRSP/RRIF Consultation Session (October 27-28, 2003)

13-04-04
T510, Application to Register a Pension Plan and T920, Application to Amend a Registered Pension Plan are now available in fillable format

31-03-04
Registered Plans Directorate publishes Newsletter 95-2R1 Registered Plans Directorate Services

26-03-04
Minutes of the RPP Consultation Session (December 3, 2003)

26-03-04
Questions from the Industry, RPP Consultation Session (December 3, 2003)

24-03-04
Required Amendments for Deferred Profit Sharing Plans

10-03-04
Question 4 of the "Questions from the Industry, RPP Consultation Session (December 6, 2001) " is modified

03-03-04
RPD's Compliance Division publishes its first Bulletin

29-01-04
What are the requirements under the Income Tax Act regarding marketing incentives for Registered Retirement Savings Plans?