T1036 Form PDF Details

Are you looking for a way to make filing your taxes easier this year? If so, the T1036 form is a great option. This form is specially designed by the IRS to simplify and streamline the process of preparing and submitting tax returns. Not only can it help save time, but it can also improve accuracy while making sure that all necessary documents are received in one consolidated package. With just a few simple steps, lodging your tax return has never been simpler! Read on as we dive into exactly what the T1036 form entails and how it can be used as part of your overall strategy when filing taxes.

QuestionAnswer
Form NameT1036 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namest1036, t1036 form, t1036e, cra t1036

Form Preview Example

Protected B when completed

Home Buyers' Plan (HBP)

Request to Withdraw Funds from an RRSP

Use this form to make a withdrawal from your registered retirement savings plan (RRSP) under the Home Buyers' Plan (HBP). Fill out Part A of Area 1 to determine if you are eligible to make a withdrawal from your RRSP under the HBP. Although some conditions may apply to another person in certain situations, you (the participant) are responsible for making sure that all the conditions are met. For more information about the HBP, including changes to the rules for first-time home buyers, go to canada.ca/home-buyers-plan. Generally, you must receive all your HBP withdrawals in the same calendar year. The maximum you can withdraw is $35,000. Fill out Area 1 and give the form to your financial institution who must fill out Area 2. Keep a copy of the completed form for your records.

Area 1 – To be filled out by the participant

Part A – Fill out the following questionnaire to determine if you can make a withdrawal from your RRSP under the HBP

1. Are you a resident of Canada?

 

Yes – Go to question 2.

 

No – You cannot make

 

 

 

 

an HBP withdrawal.

 

 

 

 

 

 

 

 

 

2. Has the person buying or building a qualifying home * entered into

 

Yes – Go to question 3a.

 

No – You cannot make

 

 

a written agreement * to do so?

 

 

an HBP withdrawal.

 

 

 

 

 

 

 

 

3a). Have you ever, before this year, withdrawn funds from your RRSP

 

Yes – Go to question 3b.

 

No – Go to question 4.

 

 

under the HBP to buy or build a qualifying home?

 

 

 

 

 

 

 

 

 

 

 

3b). Are you making this request in January as part of the participation

 

Yes – Go to question 4.

 

No – Go to question 3c.

 

 

you began last year?

 

 

 

 

 

 

 

 

 

 

 

3c). Was your repayable balance from your previous HBP participation

 

Yes – Go to question 4.

 

No – You cannot make

 

 

zero on January 1 of this year?

 

 

an HBP withdrawal.

 

 

 

 

 

 

 

 

 

 

 

4. Do you intend to occupy the qualifying home that you are buying or

 

 

 

 

building as your principal place of residence no later than one year

 

 

 

 

after buying or building it? If you are acquiring the home for a

 

 

 

No – You cannot make

related person * with a disability or helping a related person with a

 

Yes – Go to question 5.

 

 

 

an HBP withdrawal.

disability acquire the home, you must intend that the related person

 

 

 

 

 

 

 

with a disability occupy the home as his or her principal place of

 

 

 

 

residence no later than one year after buying or building it.

 

 

 

 

 

 

 

 

 

 

 

Yes – You cannot make an HBP withdrawal.

 

 

5. Has the person who is buying or building the qualifying home or his

 

However, If you are making this

 

 

 

withdrawal after 2019 to acquire the

 

 

or her spouse or common-law partner owned the qualifying home

 

interest or right of your separated

 

No – Go to question 6a.

more than 30 days before receiving this withdrawal?

 

spouse or common-law partner in the

 

 

 

 

 

 

 

home, go to question 8a) to confirm

 

 

 

 

your eligibility.

 

 

 

 

 

 

 

6a). Are you a person with a disability?

 

Yes – You are eligible (fill out Part B).

 

No – Go to question 6b.

 

 

 

 

 

 

 

6b). Are you withdrawing funds from your RRSP to buy or build a qualifying home for a related person with a disability or to help such a person buy or build a qualifying home?

Yes – You are eligible (fill out Part B).

No – Go to question 7.

7.At any time during the period beginning January 1 of the fourth year before the year of the withdrawal and ending 31 days before the date of the withdrawal, did you or your spouse or common-law partner own a home that you occupied as an individual with a marital status of single, or with that other individual while you were spouses or common-law partners?

Yes – You are not considered a first-time home buyer *, and you cannot make a HBP withdrawal. However, If you are making this withdrawal after 2019 and experienced a breakdown of marriage or common-law partnership, go to question 8a) to confirm your eligibility.

No – You are eligible (fill out Part B).

Notes

1.Qualifying home – a qualifying home is a housing unit located in Canada. This includes existing homes and those being constructed. Single-family homes, semi-detached homes, townhouses, mobile homes, condominium units, and apartments in duplexes, triplexes, fourplexes, or apartment buildings all qualify. A share in a co-operative housing corporation that entitles you to possess, and gives you an equity interest in a housing unit located in Canada, also qualifies. However, a share that only provides you with a right to tenancy in the housing unit does not qualify. For condominium units, you are considered to own the unit the day you are entitled to immediate vacant possession of it.

2.Written agreement – a written agreement must include the date the agreement was signed, the address of the qualifying home and the closing date.

3.Related person – a person connected to you by a blood relationship, marriage, common-law partnership, or adoption (legal or in fact). For more information, see Income Tax Folio, S1-F5-C1, Related Person and Dealing at Arm's Length.

4.First-time home buyer – you are considered a first-time home buyer if, in the period that begins on January 1 of the fourth year before the year you withdraw funds from your RRSP, and ends 31 days before the date you withdraw the funds, you did not occupy a home that you owned, or one that your current spouse or common-law partner owned. For example, if you are withdrawing the funds on July 31, 2020, the period is from January 1, 2016 to June 30, 2020.

(Continued on next page)

T1036 E (20)

(Ce formulaire disponible en français.)

Page 1 of 2

Protected B when completed

Part A (continued)

8a). Are you making this withdrawal after December 31, 2019?

 

 

 

Yes – Go to question 8b.

 

 

 

 

 

 

 

 

 

No – You cannot make

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

an HBP withdrawal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8b). Have you been living separate and apart from your spouse or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

common-law partner because of a breakdown of your marriage or

 

 

 

 

 

 

 

 

 

 

 

 

No – You cannot make

 

common-law partnership for a period of at least 90 days at the time

 

 

Yes – Go to question 8c.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

an HBP withdrawal.

 

of the withdrawal, and began living separate and apart in the year of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the withdrawal or in the four preceding calendar years?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8c). Do you have a new spouse or common-law partner, and does your

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

new spouse or common-law partner own and occupy a home that is

 

Yes – You cannot make an HBP withdrawal.

 

 

 

No – Go to question 8d.

your principal place of residence?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8d). Do you own and occupy a home as your principal place of

 

 

 

Yes – Go to question 8e.

 

 

 

 

 

 

 

 

 

No – You are eligible

 

 

 

 

 

 

 

 

 

 

 

 

residence?

 

 

 

 

 

 

 

 

 

 

 

 

 

(fill out Part B ).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8e). Is the qualifying home that you intend to buy different from your

 

Yes – You are eligible (fill out Part B).

 

 

 

No – Go to question 8f.

 

 

 

 

principal place of residence?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8f). Will you acquire the interest or right of your separated spouse or

 

 

 

 

 

 

 

 

 

 

 

 

No – You cannot make

 

common-law partner in the home no earlier than 30 days before the

 

Yes – You are eligible (fill out Part B).

 

 

 

 

 

 

 

 

 

an HBP withdrawal.

 

withdrawal?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part B – Fill out this part to make a withdrawal from your RRSP under the HBP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name and initial(s)

Last name

 

 

 

 

 

 

 

 

 

Social insurance number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of qualifying home being bought or built (include number, street, rural route, or lot and concession number)

If you are a person with a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

disability, tick this box.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

Province or Territory

 

 

Postal code

Telephone number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you answered yes to question 6b) above, provide the following information about that person:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Person's name

Relationship to you

 

 

 

 

 

 

Social insurance number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part C – Certification

Amount of requested withdrawal $

I certify that the information given on this form is correct and complete.

Participant's signature

Date withdrawal required

◄

 

Year

 

Month Day

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Account number of the RRSP from which the withdrawal is made

Date

◄

 

Year

 

Month Day

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Area 2 – To be filled out by the RRSP issuer (Do not send us this form. Keep it for your records.)

Issuer's name

Issuer's address

Telephone number

Amount of the withdrawal

 

(maximum $35,000)

 

 

Date withdrawal paid

 

 

 

$

◄

Year

Month Day

Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act and related programs and activities such as administering tax, benefits, audit, compliance, and collection. Personal information may be shared for purposes of other federal Acts that provide for the imposition and collection of a tax or duty. Personal information may also be shared with other federal, provincial, territorial or foreign government institutions to the extent authorized by law. Failure to provide this information may result in interest payable, penalties or other actions. Under the Privacy Act, individuals have the right to access their personal information, request correction, or file a complaint to the Privacy Commissioner of Canada regarding the handling of the individual's personal information. Refer to Personal Information Bank CRA PPU 005

at canada.ca/cra-info-source.

Page 2 of 2

How to Edit T1036 Form Online for Free

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Step 1: Open the form inside our tool by clicking the "Get Form Button" in the top section of this page.

Step 2: Once you start the tool, you will find the form prepared to be completed. Apart from filling in different blank fields, you might also do several other actions with the PDF, specifically writing your own text, changing the initial text, adding illustrations or photos, signing the PDF, and much more.

As a way to finalize this PDF document, make certain you provide the right details in each area:

1. To begin with, while filling out the t1036, start out with the area containing following fields:

Step # 1 in submitting t1036 formulaire

2. Once your current task is complete, take the next step – fill out all of these fields - However If you are making this, a Are you a person with a, Yes You are eligible fill out, No Go to question b, b Are you withdrawing funds from, qualifying home for a related, Yes You are eligible fill out, No Go to question, At any time during the period, before the year of the withdrawal, Yes You are not considered a, home buyer and you cannot make a, No You are eligible, fill out Part B, and Notes Qualifying home a with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

before the year of the withdrawal, At any time during the period, and Notes Qualifying home a of t1036 formulaire

3. This 3rd part is fairly easy, Part A continued, a Are you making this withdrawal, Yes Go to question b, b Have you been living separate, commonlaw partner because of a, c Do you have a new spouse or, Yes Go to question c, No You cannot make an HBP, No You cannot make, an HBP withdrawal, Yes You cannot make an HBP, No Go to question d, d Do you own and occupy a home as, residence, and Yes Go to question e - these empty fields will have to be filled in here.

Stage no. 3 for filling in t1036 formulaire

4. The subsequent part needs your details in the following areas: If you answered yes to question b, Persons name, Relationship to you, Social insurance number, Part C Certification, Amount of requested withdrawal, I certify that the information, Participants signature, Date withdrawal required cid Year, Account number of the RRSP from, Date, cid Year Month Day, Area To be filled out by the, Issuers name, and Issuers address. Just remember to type in all required information to go further.

Step number 4 of filling out t1036 formulaire

Be very attentive when filling in Date withdrawal required cid Year and If you answered yes to question b, because this is the section where a lot of people make mistakes.

Step 3: Soon after taking one more look at your fields you have filled out, click "Done" and you're good to go! Grab the t1036 as soon as you register online for a 7-day free trial. Easily view the form within your FormsPal cabinet, along with any edits and adjustments being conveniently saved! FormsPal ensures your data confidentiality with a secure method that never saves or shares any type of personal data provided. You can relax knowing your files are kept safe any time you use our editor!

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