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Fillable Form T2151

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Get your Form T2151 in 3 easy steps

  • 01 Fill and edit template
  • 02 Sign it online
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What is the T2151 form?

The T2151 transfer form of a single amount under the Subsection form is used to request the direct transfer of a single amount from one financial institution to another. This form is used when the amount to be transferred less than $10,000. CRA T2151 form is used for transfers between banks, credit unions, and other financial institutions. 

What is the T2151 form used for?

The tax form is used by the Canada Revenue Agency (CRA) to request a direct transfer of a single amount from one CRA account to another. T2151 form is used when there is a balance owing on one account, and the taxpayer would like to have the balance transferred to another account. The T2151 form pdf can also be used to request a refund of overpayment from one CRA account to another. For example, if a taxpayer has overpaid their taxes and would like the overpayment refunded to their spouse's account, they would use this form.

How to fill out the T2151 form?

If you are looking to transfer a single amount from one registered plan to another, the T2151 fillable is the way to go. This form must be completed by the applicant and should be sent to the financial institution that holds the plan from which the funds are being transferred. The form must also be signed by the transferor (the person who is transferring the funds).

  • The applicant section of the form requires the name, address, and contact information of the person requesting the transfer.
  • The section titled "Transfer from a DPSP" requires the name and address of the financial institution from which the funds are being transferred, as well as the account number from which the funds will be withdrawn. 
  • The section titled "Transfer from an RPP" requires the name and address of the financial institution from which the funds are being transferred, as well as the account number from which the funds will be withdrawn.
  • The "Transfer's Certification" section of the form must be signed by the applicant and must include the date on which the transfer is being requested.

How to submit the T2151 form?

Once the form is complete, you will need to submit it to the CRA. You can do this by mail or by fax. If you are completing the form online, you will need to create an account with the Canada Revenue Agency. You can do this by going to the CRA website and clicking on the “My Account” button.

If you are completing the 
CRA T2151 fillable form by mail, you can download it from the CRA website. Once you have downloaded the form, you will need to fill it out and mail it to the address indicated on the form. Once the CRA has received your form, they will process the transfer, and the amount will be transferred to the other person’s social insurance number.

Government organizations that work with t2151 form?

The T2151 Direct Transfer of a single amount under the Subsection form can be used by any government organization, including federal, state, and local government organizations.

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