Thank you for your wonderful support since the birth of RP Success in the spring of 2008. It has been a pleasure and a privilege to work with your credit union for these last ten years, including 2017. For some credit unions I have been working with them since 1984 taking into account my previous work life with your trustee.

The end of 2017 will see the close of RP Success as I move into my retirement year!

This web-site will remain active until mid-2018 with the Estate T4 Worksheets provided below.

Again, THANK YOU for your support and the best to you and your credit union for years to come!!!

Lori Bourgeois

RRSP, RRIF, TFSA                            Estate T4 Worksheets

It is important that estate T4RSPs and T4RIFs are issued in the correct name for the proper tax year with the right amount.
RP Success has developed excel worksheets that will provide the proper T4 information after you have completed some important details.

These worksheets will remain accessible on this site until mid-2018. If saved to a local network or computer, the user accepts all responsibility to confirm any trustee and/or Canada Revenue Agency changes that may have occurred since the creation of the worksheet saved. 

 

note: worksheets provided are not meant to replace any manual calculation requirements of your credit union’s trustee or internal policies.  RP Success does not accept any liability for any loss or damage which may arise directly or indirectly from the use of any of these worksheets.

Within Exempt Period:                                                   note: exempt period is payout/transfer no later than Dec 31st of year after death

Estate TFSA T4A Worksheet

Estate T4RSP Worksheet

Estate T4RIF Worksheet

 note: worksheets provided are not meant to replace any manual calculation requirements of your credit union’s trustee or internal policies. RP Success does not accept any liability for any loss or damage which may arise directly or indirectly from the use of any of these worksheets.note: worksheets provided are not meant to replace any manual calculation requirements of your credit union’s trustee or internal policies. RP Success does not accept any liability for any loss or damage which may arise directly or indirectly from the use of any of these worksheets.