*** Transcriber's Note: Please set your voice synthesizer to read most 
punctuation. When you encounter the caret sign at the end of a line, please 
enter the applicable information, if necessary. *** 
 
Canada Revenue Agency 
 
T3 Year ^ 
 
T3 SCH 9 (10) 
 
Schedule 9 
 
Income Allocations and Designations to Beneficiaries 
 
- 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. 
 
Part A - Total income allocations and designations to beneficiaries 
 
Line 9001: 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). ^
 
2. Total income allocated without T3 slips ^
 
3. Do the T3 slips include amounts attributed to a person? Yes or No ^
If yes, attach 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, attach a statement showing the breakdown. 
 
*** Transcriber's note: The printed versions for the following tables in 
Parts A and B are set up in a columnar format.) 
 
Box Number: 21 
Line 921 Taxable capital gains 
Column 1 Resident *1: ^
Column 2 Non-resident *2: ^
Column 3 By preferred beneficiary election *1: ^
Column 4 Total: ^
 
Box number: 22 
Line 922: Lump sum pension income 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 23 
Line 923: Actual amount of dividends other than eligible dividends 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 24 
Line 924: Foreign business income 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 25 
Line 925: Foreign non-business income 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 26 
Line 926: Other income 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 49 
Line 949: Actual amount of eligible dividends 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Line 928: Totals 
Total Column 1: ^
Total Column 2 *3: ^
Total Column 3: ^
Total Column 4 *4: ^
 
*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. 
 
Part B--Summary of other amounts designated to beneficiaries 
 
Box Number: 29 
Line 929: Taxable capital gains before March 19, 2007, eligible for deduction 
Column 1 Resident *1: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election *1: ^
Column 4 Total: ^
 
Box number: 30 
Line 930: Taxable capital gains after March 18, 2007, eligible for deduction 
Column 1 Resident *1: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election *1: ^
Column 4 Total: ^
 
Box number: 31 
Line 931: Qualifying pension income 
Column 1 Resident: ^
Column 2 Non-resident: shaded area 
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 32 
Line 932: Taxable amount of dividends other than eligible dividends (see line 
932 in the T3 Trust Guide) 
Column 1 Resident: ^
Column 2 Non-resident: shaded area 
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 33 
Line 933: Foreign business income tax paid 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 34 
Line 934: Foreign non-business income tax paid 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 35 
Line 935: Eligible death benefits 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 37 
Line 937: Insurance segregated fund net capital losses *5 
Column 1 Resident *1: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 38 
Line 938: Part XII.2 tax credit 
Column 1 Resident: ^
Column 2 Non-resident: shaded area 
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 39 
Line 939: Dividend tax credit for dividends other than eligible dividends 
(line 932 ^
multiplied by 13.3333%) 
Column 1 Resident: ^
Column 2 Non-resident: shaded area 
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 40 
Line 940: Investment costs or expenditures for investment tax credit 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 41 
Line 941: Investment tax credit 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 42 
Line 942: Amount resulting in cost base adjustment 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 45 
Line 945: Other credits 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 46 
Line 946: Pension income qualifying for an eligible annuity for a minor 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 47 
Line 947: Retiring allowance qualifying for transfer to an RPP or RRSP 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 48 
Line 948: Eligible amount of charitable donations *6 
Column 1 Resident: ^
Column 2 Non-resident: ^
Column 3 By preferred beneficiary election: shaded area 
Column 4 Total: ^
 
Box number: 50 
Line 950: Taxable amount of eligible dividends (see line 950 in the T3 Trust 
Guide) 
Column 1 Resident: ^
Column 2 Non-resident: shaded area 
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
Box number: 51 
Line 951: Dividend tax credit for eligible dividends (line 950 ^
multiplied by 17.9739%) 
Column 1 Resident: ^
Column 2 Non-resident: shaded area 
Column 3 By preferred beneficiary election: ^
Column 4 Total: ^
 
*1 When completing T3 slips and the T3 Summary, multiply these amounts by 2. 
 
*5 The amount on line 937 cannot be greater than the net capital loss 
reported on line 21 of Schedule 1, Dispositions of Capital Property. 
 
*6 Only communal organizations can designate these amounts. For more 
information, see the T4013, T3 Trust Guide. 
 
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