Canada Revenue Agency |
Agence du revenu du Canada |
Protected B when completed | ||||||||||||||||||||||||||
13 | ||||||||||||||||||||||||||||
Retirement Compensation Arrangement (RCA) Part XI.3 Tax Return | ||||||||||||||||||||||||||||
RCA trust's tax year | Tax Centre | TSO code | ||||||||||||||||||||||||||
WINNIPEG | 21 | |||||||||||||||||||||||||||
Is this the first T3-RCA tax return filed? | Yes | 1 |
No | 2 |
Do not use this area. | |||||||||||||||||||||||
If yes, send us a copy of the trust agreement if it was not already submitted. | ||||||||||||||||||||||||||||
Is this the final return of the RCA trust? | Yes | 1 |
No | 2 |
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If yes, send us the complete details for closure. | ||||||||||||||||||||||||||||
Language of correspondence | English | French | ||||||||||||||||||||||||||
For instructions on how to fill out this return, go to canada.ca/retirement-compensation-arrangements. | ||||||||||||||||||||||||||||
Identification and other information | ||||||||||||||||||||||||||||
RCA trust's name (maximum 60 characters) | Trust account number | |||||||||||||||||||||||||||
T | ||||||||||||||||||||||||||||
Custodian information (Choose only one of the two following options and fill in the required information about the custodian) | ||||||||||||||||||||||||||||
Option 1 – The custodian is an Individual (For example, a trustee, a filer, a custodian, an executor, a liquidator, or an administrator) | ||||||||||||||||||||||||||||
First name of custodian | Last name of custodian | Telephone number | ||||||||||||||||||||||||||
Address | City | Province/Territory or State | Country | Postal or ZIP code | ||||||||||||||||||||||||
Option 2 – The custodian is a Non-individual (For example, a corporation, a partnership, or a trust company) | ||||||||||||||||||||||||||||
Name of non-individual custodian | ||||||||||||||||||||||||||||
First name of contact person | Last name of contact person | Telephone number | ||||||||||||||||||||||||||
Address | City | Province/Territory or State | Country | Postal or ZIP code | ||||||||||||||||||||||||
If the mailing address of the custodian is different from the address above, fill in this section. | ||||||||||||||||||||||||||||
Care of (C/O) | Telephone number | |||||||||||||||||||||||||||
Address | City | Province/Territory or State | Country | Postal or ZIP code | ||||||||||||||||||||||||
Step 1 – Supporting documents | ||||||||||||||||||||||||||||
1. | Were any changes made to the terms of the arrangement during the year? | Yes | 1 |
No | 2 |
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If yes, send us the documents to support the original or amended arrangement, as applicable. | ||||||||||||||||||||||||||||
2. | Were any transfers of beneficial interests in the arrangement reported to you? | Yes | 1 |
No | 2 |
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If yes, provide the following: | ||||||||||||||||||||||||||||
Name of person who disposed of an interest | Address | Social insurance number or business number | ||||||||||||||||||||||||||
Name of person who bought an interest | Address | Social insurance number or business number | ||||||||||||||||||||||||||
3. | Were any amounts returned to an employer or contributor, or distributed as benefits during the year? | Yes | 1 |
No | 2 |
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If yes, send us the copies of T4A-RCA Summary or the copies of the NR4 Summary. | ||||||||||||||||||||||||||||
Payroll account number | Non-resident remittance account number | |||||||||||||||||||||||||||
4. | How many members of the RCA did the RCA trust receive contributions for? | |||||||||||||||||||||||||||
5. | Was any property other than cash distributed during the year? | Yes | 1 |
No | 2 |
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If yes, send us the complete details | ||||||||||||||||||||||||||||
6. | Has the RCA trust acquired or disposed of property during the year at other than fair market value? | Yes | 1 |
No | 2 |
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If yes, send us the complete details | ||||||||||||||||||||||||||||
T3-RCA E (23) | (Ce formulaire est disponible en français.) | Page 1 of 5 | ||||||||||||||||||||||||||