Form RC240

How to Fill Out Form RC240

Here's a detailed guide on how to fill out the Form RC240 template on the PDFLiner website:

Enter the survivor TFSA holder's personal information in Part 1 of the form. This includes the last name, first name, initials, Social Insurance Number (SIN), address, city, province or territory, and postal code.
Fill in the deceased TFSA holder’s details in Part 2, similar to Part 1, including the name of the TFSA issuer, the TFSA contract number, and the date of the holder’s death.
In Part 3, calculate the amount that may be designated as an exempt contribution. Start by entering the date the survivor payment was received and the amount received.
Also, fill in the date the exempt contribution was made, the amount of the exempt contribution, and the survivor TFSA contract number.
Sign the certification to confirm that all the information provided on the form is correct and complete.

Ensure that you send this filled out form to the TFSA Processing Unit within 30 days after the date the contribution is made.

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