The T2151 and T2033 are CRA (Canada Revenue Agency) forms that are used when directly transferring funds from one registered investment account to another.
The T2151 is used for transferring RPPs and DPSPs while the T2033 is used for transferring RRSPs, RRIFs, SPPs and PRPPs.
The transfer form generated when setting up your transfer on Mercer Invest Wise contains the same information as the T2033 so it can generally be used in place of this form. All you have to do is set up your transfer on our website or app and we'll send off the transfer form for you! If you do specifically require these forms, please send us a note and we can send you blank versions of the forms.
If you are transferring an account from an employer pension plan (such as an RPP or DPSP), you may require the T2151 form in addition to any documentation your employer has provided you. For more information on that transfer process, check out this article and as always, if you have any questions, please create a request for our support team!