Registered Disability Savings Plans (RDSPs)

Forms and publications

Bulletins
Forms
Guides
Information circulars

Bulletins

• RDSP Bulletin No. 4
• RDSP Bulletin No. 3R1
• RDSP Bulletin No. 2R2
• RDSP Bulletin No. 1

Forms

• RC435, Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan
• RC4625, Rollover to a Registered Disability Savings Plan (RDSP)
• T3F, Investments Prescribed to be Qualified Information Return
• T3GR, Group Income Tax and Information Return for RRSP, RRIF, RESP, or RDSP Trusts
• T1024, Election to Deem a Proportional Holding in a Qualified Trust/Corporate Property
• T2201, Disability Tax Credit Certificate

Guides

• RC4064, Medical and Disability-Related Information - Includes Form T2201
• RC4157, Deducting Income Tax on Pension and Other Income, and Filing the T4A Slip and Summary
• RC4460, Registered Disability Savings Plan
• T4013, T3 - Trust Guide 2010

Information circulars

• IC78-14R4, Guidelines for Trust Companies and Other Persons Responsible for Filing T3GR, T3D, T3P, T3S, T3RI, and T3F Returns
• IC99-1R1, Registered Disability Savings Plans Information circular

Date modified:

2016-02-08