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GROUP INCOME TAX AND INFORMATION RETURN FOR RRSP, RRIF, RESP, OR RDSP TRUSTS
The sections we refer to in this return are from the Income Tax Act. You can find the worksheets and forms you need to complete this return on our Web site at www.cra.gc.ca or by calling 1-800-959-2221. Do not include them with this return. If you are required to pay tax under subsection 207.1(5), complete Form T2000, Calculation of Tax on Agreements to Acquire Shares. To report taxable income or claim a Part XII.2 tax credit, complete a T3 Trust Income Tax and Information Return. You can get a copy of the T3 Trust Guide and the T3 Trust Forms Package from our Web site at www.cra.gc.ca or by calling 1-800-959-2221. Send the completed return no later than 90 days after the end of the calendar year to the Ottawa Technology Centre, 875 Heron Road, Ottawa ON K1A 1A2. If you do not file this return on time, we may impose penalties and charge interest on any amount owing. Attach a list of all taxable RRSPs, RRIFs, RESPs, or RDSPs registered under this specimen plan or fund. The list must contain the number of the plan or fund, the name and social insurance number of each person who is an annuitant, holder or subscriber under the plan or fund and the amount and type of tax. A comparable list of RRSPs, RRIFs, RESPs, or RDSPs that are not taxable must be available if we request it.

I am completing this return for a group of (check one): Name of specimen plan or fund Name of trust company Trustee's address

RRSPs

RRIFs

RESPs

RDSPs

Specimen plan or fund approval number Telephone number Trust account number

Address to send notice or correspondence (if different from trustee's address)

Address where the trust keeps its books and records (if different from trustee's address)

Calendar year for this return

Province or territory of residence of the plan or fund

Total assets of specimen plan or specimen fund as of December 31 of the calendar year 700 $

Specimen plan or fund information
Number of RRSPs, RRIFs, RESPs, or RDSPs conforming to the specimen plan or fund as of December 31 of the previous year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of new RRSPs, RRIFs, RESPs, or RDSPs conforming to the specimen plan or fund entered into in the year that are, or will be, registered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of RRSPs, RRIFs, RESPs, or RDSPs already registered that were transferred to, or amalgamated with, the specimen plan or fund by an amendment in the year . . . . . . . . . . . . . . . . . . . . . Add lines 1 to 3. This is the total number of RRSPs, RRIFs, RESPs, or RDSPs under this specimen plan or fund during the calendar year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of RRSPs, RRIFs, RESPs, or RDSPs for which registration was terminated during the year (include terminations that occur as a result of a transfer to another plan or fund) . . . . . . . . . . . . . . . . . . Line 4 minus line 5. This is the total number of RRSPs, RRIFs, RESPs, or RDSPs under the specimen plan or fund as of December 31 of the calendar year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
711 712 713 714

1 + + = ­ = 2 3 4 5 6

715

716

Additional specimen plan or fund information
Number of RRSPs, RRIFs, or RESPs from line 4 that are taxable under subsections 207.1(1), (3), (4) or (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If line 7 is greater than zero, complete the summary of tax or refund on the next page. RDSP's fair market value of any advantages extended by the issuer of the plan or by a person not dealing at arm's length with the issuer of the plan under subsection 206.2(1) . . . . . . . . . . . . . . . . . . RDSP's fair market value of property held by the trust that is used as security for indebtedness under subsection 206.3(1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
717

7

718 719

8 9

T3GR E (08)

(Ce formulaire existe en français)

Summary of tax and refund
Tax under subsection 207.1(5) on agreements to acquire shares (from Form T2000 on our Web site) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax under subsections 207.1(1), (3), or (4) on non-qualified investments (from Worksheet T3GR-WS on our Web site) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax under subsection 206.2(1) on advantages extended by the issuer of the plan or by a person not dealing at arm's length with the issuer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax under subsection 206.3(1) on property held by the trust used as security for indebtedness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total tax payable (add lines 10 to 13) Minus: Payments on account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Balance owing or refund (line 14 minus line 15)
Generally, we do not charge or refund $2 or less. 140 150 153 155 190 010 090

10 + + + = ­ = 11 12 13 14 15 16

Amount enclosed
Payment: Attach a cheque or money order payable to the Receiver General. Do not mail cash.

095

17

Certification
I,
Print name

, of
Address

certify that the information given in this return is, to the best of my knowledge, correct and complete.

Signature of trust company official Position or title

Date