Tax Forms

For investors of Registered Retirement Savings Plans (RRSPs) and Spousal Registered Retirement Savings Plans (SPRRSPs), contribution receipts are issued for new money invested. Remainder of the year contribution receipts report contributions made from March 2 to December 31, 2020.

For investors of Registered Retirement Savings Plans (RRSPs) and Spousal Registered Retirement Savings Plans (SPRRSPs), contribution receipts are issued for new money invested.
From January 1 to March 2, we’ll send a receipt each time you contribute to your Franklin Templeton Retirement Savings Plan.

If you withdrew units from your non-registered Franklin Templeton account last year, use your T5008 receipt in conjunction with your year-end statement to report 2020 capital gains or losses. If you were a Quebec resident as of December 31, 2020, your T5008 will be sufficient for reporting your gains or losses. A Relevé 18 will not be issued. The RL18 is equivalent to the T5008 and reports the same information to the Quebec Ministry of Revenue.

Issued for distributions paid to investors in 2020 from their holdings of Mutual Fund Trusts (specifically, funds other than Templeton Growth Fund, Ltd.). For investors who were Quebec residents as of December 31, 2020, a T3 and Relevé 16 will be issued.

Issued for taxable dividends paid to investors from their Franklin Templeton Corporate Class Funds and/or Templeton Growth Fund Ltd. For investors who were Quebec residents as of December 31, 2020, a T5 and Relevé 3 will be issued.

Issued to non-residents of Canada for any distributions and/or dividends paid by their fund in 2020 as well as any withholding tax that was collected at source

Issued for withdrawals made from January 1 to December 31, 2020, from the following account types:

• Registered Retirement Savings Plan (RRSP)
• Spousal Registered Retirement Savings Plan (SPRRSP)
• Locked In Retirement Savings Plan (LRSP)
• Locked In Retirement Account (LIRA)
• Restricted Locked In Savings Plan (RLSP)
• Registered Education Savings Plan (RESP)

For investors who were Quebec residents as of December 31, 2020, a T4RSP and Relevé 2 will be issued

Issued for withdrawals made from January 1 to December 31, 2020, from the following account types:

• Registered Retirement Income Fund (RRIF)
• Spousal Registered Retirement Income Fund (SPRRIF)
• Life Income Funds (LIF)
• Locked-In Retirement Income Fund (LRIF)
• Restricted Life Income Fund (RLIF)

For investors who were Quebec residents as of December 31, 2020, a T4RIF and Relevé 2 will be issued.

Reports pension, retirement, annuity, or other income.

These tax slips report the contract value as of the date of the account holder’s death, and the contract value at the time of the account’s payout or transfer.

Reports amounts withdrawn by non-residents of Canada from RRSP or RRIF accounts.