T3 SCH 9 (06) T3 - (Year) ^ INCOME ALLOCATIONS AND DESIGNATIONS TO BENEFICIARIES SCHEDULE 9 - Enter the applicable tax year in the box above. For information on completing this schedule, see Chapter 3 in the T3 Trust Guide. - Do not complete this schedule if line 46 of the return is zero or negative, unless the trust is an insurance segregated fund that is allocating capital losses. - Do not write in the shaded areas. Include a completed copy of this schedule with the trust's return. *** Transcriber's Note: all shaded areas are indicated by two back-slashes at the beginning and at the end. *** Part A - Total income allocations and designations to beneficiaries 1. Number of beneficiaries to whom income on line 928 is being allocated (including beneficiaries being allocated less than $100 for whom no T3 slip is being prepared). Line 9001: ^ 2. Total income allocated without T3 slips. ^ 3. Do the T3 slips include amounts attributed to a person? Yes or No. ^ If yes, submit a statement showing the amount and the name of the person(s) and any transferors. 4. Was each beneficiary allocated an equal share of the income? Yes or No. ^ If no, submit a statement showing the breakdown. *** Transcriber's Note: In print, Parts A and B were set-up in a columnar format. The format has been changed to a narrative set-up, please read as: *** Line 921 Box number: 21 Type of income: Taxable capital gains Column 1 Resident (note *1): ^ Column 2 Non-resident (note *2): ^ Column 3 By preferred beneficiary election (note *1): ^ Column 4 Total: ^ Line 922 Box number: 22 Type of income: Lump-sum pension income Column 1 Resident: ^ Column 2 Non-resident: ^ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 923 Box number: 23 Type of income: Actual amount of dividends other than eligible dividends Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 924 Box number: 24 Type of income: Foreign business income Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 925 Box number: 25 Type of income: Foreign non-business income Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 926 Box number: 26 Type of income: Other income Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 949 Box number: 49 Type of income: Actual amount of eligible dividends Column 1 Resident: ^ Column 2 Non-resident (note *3): ^ Column 3 By preferred beneficiary election: ^ Column 4 Total (note *4): ^ Line 928 Totals (add all the amounts for each of the following columns) Column 1 Resident: ^ Column 2 Non-resident (note *3): ^ Column 3 By preferred beneficiary election: ^ Column 4 Total (note *4): ^ Part B - Summary of other amounts designated to beneficiaries Line 930 Box number: 30 Description: Taxable capital gains eligible for deduction Column 1 Resident (note *1): ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election (note *1): ^ Column 4 Total: ^ Line 931 Box number: 31 Description: Qualifying pension income Column 1 Resident: ^ \\ Column 2 Non-resident: \\ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 932 Box number: 32 Description: Taxable amount of dividends other than eligible dividends (see Line 932 in the T3 Trust Guide) Column 1 Resident: ^ \\ Column 2 Non-resident: \\ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 933 Box number: 33 Description: Foreign business income tax paid Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 934 Box number: 34 Description: Foreign non-business income tax paid Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 935 Box number: 35 Description: Eligible death benefits Column 1 Resident: ^ Column 2 Non-resident: ^ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 937 Box number: 37 Description: Insurance segregated fund net capital losses (note *5) Column 1 Resident (note *1): ^ Column 2 Non-resident: ^ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 938 Box number: 38 Description: Part XII.2 tax credit Column 1 Resident: ^ \\ Column 2 Non-resident: \\ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 939 Box number: 39 Description: Dividend tax credit for dividends other than eligible dividends (line 932 multiplied by 13.3333%) = ^ Column 1 Resident: ^ \\ Column 2 Non-resident: \\ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 940 Box number: 40 Description: Investment costs or expenditures for investment tax credit (ITC) Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 941 Box number: 41 Description: Investment tax credit (ITC) Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 942 Box number: 42 Description: Amount resulting in cost base adjustment Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 945 Box number: 45 Description: Other credits Column 1 Resident: ^ Column 2 Non-resident: ^ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 946 Box number: 46 Description: Pension income qualifying for an eligible annuity for a minor Column 1 Resident: ^ Column 2 Non-resident: ^ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 947 Box number: 47 Description: Retiring allowance qualifying for transfer to RPP and RRSP Column 1 Resident: ^ Column 2 Non-resident: ^ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 948 Box number: 48 Description: Eligible amount of charitable donations (note *6) Column 1 Resident: ^ Column 2 Non-resident: ^ \\ Column 3 By preferred beneficiary election: \\ Column 4 Total: ^ Line 950 Box number: 50 Description: Taxable amount of eligible dividends (see Line 950 in the T3 Trust Guide) Column 1 Resident: ^ \\ Column 2 Non-resident: \\ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Line 951 Box number: 51 Description: Dividend tax credit for eligible dividends (line 950 multiplied by 18.9655%) = ^ Column 1 Resident: ^ \\ Column 2 Non-resident: \\ Column 3 By preferred beneficiary election: ^ Column 4 Total: ^ Notes: *1 When completing T3 slips and the T3 Summary, multiply these amounts by 2. *2 Taxable capital gains can only be designated to a non-resident beneficiary if they are the beneficiary of a trust that is a mutual fund trust throughout the tax year. *3 Enter this amount on line 15 of Schedule 10, Part XII.2 Tax and Part XIII Non-Resident Withholding Tax. *4 The total on line 928 cannot be more than the amount on line 46 of the return. *5 The amount at line 937 cannot be greater than the net capital loss reported at line 21 of Schedule 1. *6 Only communal organizations can designate these amounts. See the T3 Trust Guide for more information.