Links

Federal Government Sites

• Canada Revenue Agency
• Human Resources and Skills Development Canada
• Department of Finance Canada
• Office of the Superintendent of Financial Institutions Canada
  • PBSA 1985 info
  • Who they regulate

Provincial Government Sites

• Manitoba Pension Commission
• Saskatchewan Financial Services Commission
  • For Pension Plan members
  • SK Pension Bulletins and Guides
• Financial Services Commission of Ontario
• Alberta Superintendent of Pensions

Tax-Free Savings Account

• Government of Canada
  • TFSA
• Canada Revenue Agency
  • Topics for TFSA
  • TFSA pamphlet RC4466
  • TFSA Guide for Issuers
  • General Rules on various TFSA Reporting
  • T4A fillable
  • When a T4A is completed
  • RC240 - Designation of Exempt Contribution TFSA

RESP

• CanLearn
  • RESP info
  • RESP Brochure
• Canada Revenue Agency
  • Canada Child Benefits booklet T4114
  • RESP pamphlet RC4092
  • Topics for RESP
• Human Resources and Skills Development Canada
  • Saving for Education
  • Designated Educational Institutions
  • Certified Institutions

 RRSP

• Canada Revenue Agency
  • Home Buyers Booklet RC4135
  • Home Buyers Withdrawal Form T1036
  • Lifelong Learning Booklet RC4112
  • Lifelong Learning Withdrawal Form RC96
  • RRSP and Other Registered Plans for Retirement Booklet T4040
  • Fillable T4RSP
  • Death of an RRSP Annuitant RC4177
  • What`s New for RRSPs/RRIFs
  • Multiple Withdrawals and Withholding Tax - 2003 Consultation 

 RRIF

• Canada Revenue Agency
  • Fillable T4RIF
  • RRIF Payments and Withholding Tax
  • Death of a RRIF Annuitant RC4178

 Disability Savings Plan

• Canada Revenue Agency
  • Topics for RDSP
  • RDSP Pamphlet RC4460
• Human Resources and Skills Development Canada
  • RDSP Information
  • Financial Institutions offering
• Planned Lifetime Advocacy Network
  • http://www.plan.ca

• Tools for Credit Unions
  • On-line Member Presentations
  • RESP CESG Room Calculator
  • LIRA and LIF
  • Estate T4RSP & T4RIF Worksheets
  • Links