14 May 2019 CLHIA Roundtable Q. 3, 2019-0799111C6 - 2019 CLHIA Q3 - 3rd party RRSP contributions -- summary under Subsection 146(5)

Can a financial institution accept a contribution to an annuitant’s RRSP from a third party who is not the annuitant’s spouse (i.e., drawn on a bank account not belonging to the annuitant) – and, if so, whom should the receipt be issued to? CRA responded:

Yes. Provided that the payment is made at the direction or with the concurrence of the annuitant of the RRSP, we would generally treat it as a premium paid to the RRSP by the annuitant for the purposes of the various deduction provisions in the Act for RRSP contributions. If the payment was considered a gift to the RRSP, it would not be deductible but would be included in the calculation of Part X.1 tax on excess contributions.

…The contribution receipt should be issued to the annuitant, not the third party. However, no receipt should be issued where the payment is considered a gift to the RRSP.

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