ISP 1202 Form Details and Instructions

The ISP 1202 form is issued by Service Canada and is required when a person assumes responsibility for the income tax return of a deceased individual who received Old Age Security (OAS) or Canada Pension Plan (CPP) benefits, and no executor has been appointed.

Who Should Complete the ISP 1202 Form

This form is intended for the surviving spouse, common-law partner, or other close relative who takes on the responsibility of the deceased's tax affairs. If the deceased had a named executor, that executor handles the tax return and this form is not required.

What Information You Need

To complete the ISP 1202, you will need the following ready:

What Happens After Submission

Once submitted to Service Canada, the agency processes the form and sends the relevant tax information slips to the authorized representative. These slips are required to complete the deceased's final income tax return with the Canada Revenue Agency (CRA).

QuestionAnswer
Form Name1202 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesad 1202 form, sc isp 1202, income tax form isp 1202, form 1202

Form Preview Example

Service

PROTECTED B (when completed)

Canada

Personal Information Bank HRSDC PPU 146

 

DEEMED PERSON TO REPRESENT THE DECEASED CLIENT FOR THE PURPOSE OF ISSUING A T4A (OAS), T4A (P) and NR4

(Old Age Security and Canada Pension Plan)

INSTRUCTIONS

Complete this form IF:

-You are responsible for the income tax return of a deceased client and there is no executor; AND

-The deceased client was receiving benefits under the Old Age Security Act or the Canada Pension Plan at the time of death.

A.DECEASED CLIENT

First and Last Name:

Social Insurance Number:

Date of death:

Last address:

The deceased was in receipt of (check one or both):

OAS

 

CPP

 

B. PERSON TO REPRESENT DECEASED CLIENT

First and Last Name:

Mailing Address:

Telephone Number: (home) (work)

Nature of relationship to deceased:

STATEMENT AND REQUEST

I am responsible for the income tax return of the deceased client and there is no estate. I request to be recognized as the person to represent the deceased client in order to receive the tax information slips (T4A (OAS), T4A (P) and NR4, etc.).

NOTE: A false or misleading statement may result in an administrative monetary penalty and interest, if any, under the Canada Pension Plan or the Old Age Security Act, or in the prosecution of an offence. Any benefits received or obtained to which there was no entitlement would have to be repaid.

Signature of person to represent deceased client

Date

FOR OFFICE USE ONLY

If approved, the person is recognized as the deemed person to represent the deceased client for the purpose of receiving the deceased client's tax information slips (T4A (OAS), T4A (P) and NR4, etc.).

Approve

Deny Reason:

Authorized Signature

Date

Service Canada delivers Human Resources and Skills Development Canada

programs and services for the Government of Canada.

SC ISP-1202 (2013-02-15) E

Disponible en français

Service

Canada

Service Canada Offices

Canada Pension Plan

Mail your forms to:

The nearest Service Canada office listed below.

From outside of Canada: The Service Canada office in the province where you last resided.

Need help completing the forms?

Canada or the United States: 1-800-277-9914

All other countries: 613-990-2244 (we accept collect calls)

TTY: 1-800-255-4786

Important: Please have your social insurance number ready when you call.

NEWFOUNDLAND AND LABRADOR

Service Canada

PO Box 9430 Station A

St. John's NL A1A 2Y5

CANADA

PRINCE EDWARD ISLAND

Service Canada

PO Box 8000 Station Central

Charlottetown PE C1A 8K1

CANADA

NOVA SCOTIA

Service Canada

PO Box 1687 Station Central

Halifax NS B3J 3J4

CANADA

NEW BRUNSWICK AND QUEBEC

Service Canada

PO Box 250 Station A

Fredericton NB E3B 4Z6

CANADA

ONTARIO

For postal codes beginning with "L, M or N" Service Canada

PO Box 5100 Station D

Scarborough ON M1R 5C8

CANADA

ONTARIO

For postal codes beginning with "K or P" Service Canada

PO Box 2013 Station Main

Timmins ON P4N 8C8

CANADA

MANITOBA AND SASKATCHEWAN

Service Canada

PO Box 818 Station Main

Winnipeg MB R3C 2N4

CANADA

ALBERTA / NORTHWEST TERRITORIES AND NUNAVUT

Service Canada

PO Box 2710 Station Main

Edmonton AB T5J 2G4

CANADA

BRITISH COLUMBIA AND YUKON

Service Canada

PO Box 1177 Station CSC

Victoria BC V8W 2V2

CANADA

Disponible en français

SC ISP-3501-CPP (2011-11-15) E

How to Edit 1202 Form Online for Free

The ISP 1202 form can be completed online using FormsPal's free PDF editor. Follow the steps below to fill out and submit the form accurately.

  1. Open the form: Click the "Get Form" button at the top of this page to open the ISP 1202 in the online PDF editor.
  2. Enter the deceased's information: Fill in the deceased person's full legal name, Social Insurance Number (SIN), date of birth, date of death, and last known mailing address.
  3. Enter your information: Provide your full name, SIN, phone number, and mailing address in the representative section of the form.
  4. State your relationship: Indicate your relationship to the deceased, such as spouse, common-law partner, adult child, or other relative.
Completing part 1 of isp 1202
  1. Review the second section: Complete the NOTE and authorization fields, including your signature and the date. Confirm all fields are accurate before proceeding.
Filling in section 2 in isp 1202
  1. Sign and date: Add your signature and the date in the declaration section to confirm the information is accurate and complete.
  2. Download or print: Save a completed copy for your records, then print or download the finished PDF.
  3. Submit to Service Canada: Mail the completed ISP 1202 to your nearest Service Canada office. You may also need a Service Canada medical report form or other related documents.

If the deceased had additional tax obligations, view related income tax return forms or the 1088 tax form for further reference.