Death of an annuitant

Report amounts that you paid or that are considered to have been paid from an RRSP or a RRIF because the annuitant died.

The method of reporting RRSP or RRIF amounts depends on the type of plan or fund. There are three types of RRSPs and RRIFs: Depositary RRSP or Depositary RRIF, Trusteed RRSP or Trusteed RRIF, and Insured RRSP or Insured RRIF.

Forms and publications

• Guide T4013, T3 - Trust Guide
• Form T3RET, T3 Trust Income Tax and Information Return
• Form T1090, Death of a RRIF Annuitant - Designated Benefit
• Form T2019, Death of an RRSP Annuitant - Refund of Premiums or Joint Designation on the Death of a PRPP Member
• Form RC249, Post-death Decline in the Value of a RRIF, an Unmatured RRSP and Post-Death Increase or Decline in Value of an PRPP

Date modified:

2016-10-24