T3 P Employees’ Pension Plan Income Tax Return

Whats's new
Corrections to the following tags:
<T3P>
<RegisteredPlanTrustOtherTrusteeNameGroup></RegisteredPlanTrustOtherTrusteeNameGroup>
</T3P>
2016 - version 3 - updated 2015-12-21
<Return>

<T3P>

<TrustInformation>

<SummaryReportTypeCode></SummaryReportTypeCode>
- Required 1 alpha
- Originals = O
- Amendments= A
- Modifié = M
- Cancel = C

<TrustAccountNumber></TrustAccountNumber>
Account Number
- Required T + 8 numeric
- Must correspond to the "Trust account number" assigned by the CRA
<TrusteeName>
Required – must include all required child tags

<NameLine1Text></NameLine1Text>
Name of Trustee or pension corporation filing this return
- Required 30 alphanumeric
- First 30 letters of the trustee's or pension corporation's name
- Omit titles such as Mr., Mrs., etc.

<NameLine2Text></NameLine2Text>
Name of Trustee or pension corporation filing this return
- 30 alphanumeric
- Second 30 letters of the trustee's or pension corporation's name
- Omit titles such as Mr., Mrs., etc.
</TrusteeName>
<TrusteeMailingAddress>
Required – must include all required child tags
<AddressLine1Text></AddressLine1Text>
Mailing address of trustee or pension corporation –line 1
- Required 30 alphanumeric
- First line of the trustee's or pension corporation's address
<AddressLine2Text></AddressLine2Text>
Mailing address of trustee or pension corporation –line 2
- 30 alphanumeric
- second line of the trustee or pension corporation's address

<MunicipalityName></MunicipalityName>
City
- Required 28 alphanumeric
- City in which the trustee or pension corporation's is located

<ProvinceStateCode></ProvinceStateCode>
Province or territory
- Required 2 alpha
- Canadian province or territory in which the trustee or pension corporation is located
- Use the abbreviations listed in the T619 - Electronic media transmittal under section: Transmitter province or territory code

<CountryCode></CountryCode>
Country code
- 3 alpha
- Country in which the trustee or pension corporation is located
- Use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries.

<PostalZipCode></PostalZipCode>
Postal code
- Required 10 alphanumeric
- Trustee's or Pension corporation's Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9

</TrusteeMailingAddress>
<TrusteePhoneNumber>
Required – must include all required child tags
<PhoneAreaCode></PhoneAreaCode>
Area code
- Required 3 numeric
- Area code of telephone number

<PhoneNumber></PhoneNumber>
Telephone number
- Required 3 numeric with a (-), followed by 4 numeric.
- Telephone number of trustee or pension corporation

<PhoneExtensionNumber></PhoneExtensionNumber>
Extension
- 5 numeric
- Extension of telephone number
</TrusteePhoneNumber>
<TrusteeLanguageCode></TrusteeLanguageCode>
Language
- 1 alpha
- A = Anglais
- E = English
- F = French
<TrustFiscalPeriodEndDate>
Required – must include all required child tags
<Year></Year>
Trust fiscal period end date –Year
- Required 4 numeric
<Month></Month>
Trust fiscal period end date –Month
- Required 2 numeric
<Day></Day>
Trust fiscal period end date - Day
- Required 2 numeric

</TrustFiscalPeriodEndDate>

<FirstYearFilingIndicator></FirstYearFilingIndicator>
First Year Filing
- 1 alpha
- Y = Yes
- N = No/Non
- O = Oui
<DeclaredTrustProvinceCode></DeclaredTrustProvinceCode>
Province or territory of residence of the plan
- Required 2 alpha
- Canadian province or territory in which the plan resides
- Accepted values are AB, BC, MB, NB, NL, NS, NT, NU, ON, PE, QC, SK or YT
<TrustEffectiveDate>
Required – must include all required child tags

<Year></Year>
Trust effective Date –Year
- Required 4 numeric
<Month></Month>
Trust effective Date –Month
- Required 2 numeric
<Day></Day>
Trust effective date - Day
- Required 2 numeric

</TrustEffectiveDate>
<TrustExpiryDate>
Optional - if present must include all required child tags
<Year></Year>
Trust expiry date –Year
-Required 4 numeric
<Month></Month>
Trust expiry date –Month
- Required 2 numeric
<Day></Day>
Trust expiry date – Day
- Required 2 numeric
</TrustExpiryDate>

<TrustBookRecordAddress>
Optional - if present must include all required child tags

<AddressLine1Text></AddressLine1Text>
Address where trust or pension corporation keeps its books and records –line 1
- Required 30 alphanumeric
- First line of the books and records location address

<AddressLine2Text></AddressLine2Text>
Address where trust or pension corporation keeps its books and records –line 2
- 30 alphanumeric
- second line of the books and records location address

<MunicipalityName></MunicipalityName>
Book City
- Required 28 alphanumeric
- City in which the books and records are located

<ProvinceStateCode></ProvinceStateCode>
Book Province or territory
- Required 2 alpha
- Canadian province or territory in which the books and records are located
- Use the abbreviations listed in the T619 - Electronic media transmittal under section: Transmitter province or territory code

<CountryCode></CountryCode>
Country code
- Required 3 alpha
- Country in which the trustee or pension corporation is located
- Use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries.

<PostalZipCode></PostalZipCode>
Book Postal code
- Required 10 alphanumeric
- Books and records postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9

</TrustBookRecordAddress>

<RegisteredPlanTrustOtherTrusteeNameGroup></RegisteredPlanTrustOtherTrusteeNameGroup>
Name of Other Trustees
- 60 alphanumeric
- First 60 letters of other trustee names
- Omit titles such as Mr., Mrs., etc.
<TrustAssetTransfer>
<TransfereeName></TransfereeName>
Name of new trust, pension corporation, or insurance company
- 60 alphanumeric
- First 60 letters of the new trust, pension corporation or insurance company name

<TransferDate>

Optional - if present must include all required child tags
<Year></Year>
Transfer Date –Year
-Required 4 numeric
- Year the funds were transferred to another trust
<Month></Month>
Transfer Date –Month
- Required2 numeric
- Month the funds were transferred to another trust
<Day></Day>
Transfer date - Day
- Required 2 numeric
- Day the funds were transferred to another trust

</TransferDate>

</TrustAssetTransfer>
<RegisteredPlanName></RegisteredPlanName>
Name of Plan
- Required 60 alpha numeric
- First 60 letters of the name of plan

<PlanRegistrationNumber></PlanRegistrationNumber>
Plan Registration Number
- Required 7 numeric
- The first 7 digits of the plan registration number assigned by the CRA

</TrustInformation>

<Schedule2>

<EmployeePensionPlanTrustDisbursementLoss>

<PensionBenefitPaidAmount></PensionBenefitPaidAmount>
Pension benefits paid
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<PensionBenefitSettlementAnnuityPurchaseAmount></PensionBenefitSettlementAnnuityPurchaseAmount>
Annuities purchased in settlement of pension benefits
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<EarningIncomeAdministrationCostExpenseAmount></EarningIncomeAdministrationCostExpenseAmount>
Administration costs and expenses incurred in earning income
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount

<PropertyCapitalLossAmount></PropertyCapitalLossAmount>
Capital losses
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount

<OtherDisbursement>

<Description></Description>
Other disbursements (Specify)
- -60 alphanumeric
- First 60 letters of description
<Amount></Amount>
Other disbursements Amount
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount

</OtherDisbursement>

<TotalDisbursementLossAmount></TotalDisbursementLossAmount>
Total disbursements and losses
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount

</EmployeePensionPlanTrustDisbursementLoss>

<EmployeePensionPlanTrustReceiptGain>
<EmployeeCurrentServiceContributionAmount></EmployeeCurrentServiceContributionAmount>
Employee's current service contribution
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<EmployeePastServiceContributionAmount></EmployeePastServiceContributionAmount>
Employee's past service contributions
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<EmployeeCurrentServiceEmployerContributionAmount></EmployeeCurrentServiceEmployerContributionAmount>
Employer's current service contributions
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<EmployeePastServiceEmployerContributionAmount></EmployeePastServiceEmployerContributionAmount>
Employer's Past service contributions
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<InvestmentIncomeAmount></InvestmentIncomeAmount>
Investment income
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<PropertyCapitalGainAmount></PropertyCapitalGainAmount>
Capital gains
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<OtherReceiptGain>
<Description></Description>
Other receipt gain description(Specify)
- 60 alphanumeric
- First 60 letters of description
<Amount></Amount>
Other receipt gain amount
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</OtherReceiptGain>
<TotalReceiptGainAmount></TotalReceiptGainAmount>
Total receipts and gains
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</EmployeePensionPlanTrustReceiptGain>
<NetEmployeePensionPlanChangeAmount></NetEmployeePensionPlanChangeAmount>
Net increase (decrease) in the pension plan
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</Schedule2>
<TrustReturnTaxSummary>
<TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount>
Tax on agreements to acquire shares
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<TrustAccountPaidAmount></TrustAccountPaidAmount>
Total payments on account
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<TrustAccountBalanceAmount></TrustAccountBalanceAmount>
Balance owing or refund
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount

</TrustReturnTaxSummary>

</T3P>

</Return>

Date modified:

2016-01-04