Money that will affect the client's contribution room

Contribution

Money from another institution, former employer or a pension transfer

In-Cash Transfer In

Purchases

In-Cash Transfers In

How Money Was Held

We must know what type of account the money is coming from for coding purposes

ex. RSP to RSP = T2033

Divorce decree/separation agreement

or

Estate documents

Spousal to Individual

LOD acknowledging once the money is invested it will remain spousal unless it is due to marriage breakdown or estate

Individual to Spousal

In-Cash Transfers In

In-Cash Transfers In

Spousal to Spousal

Spousal contributor's information:

• Name

• DOB

• Last 3 digits of SIN

Does affect the client's contribution room

Coded as 'Contribution'

Ineligible

Does not affect the client's contribution room

Coded as '60J'

Eligible

In-Cash Transfers In

Contributions

Methods