Where do I post my income for retirement benefit and survivor benefit?

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The CPP or QPP death benefit amount is generally reported by the estate of the person who died on a T3 Trust Income Tax and Information Return (T3 Return) or by the beneficiary of the person’s estate on their T1 Income Tax and Benefit Return (T1 Return), depending on who ultimately receives it as described below.

The Allowance for the Survivor is a monthly payment you can get if:

• you are age 60 to 64
• you live in Canada
• your spouse or common-law partner has died and since their death you have not remarried or become a common-law partner to another person
• your annual income is less than the maximum annual income threshold for the Allowance for the Survivor.

You will have to apply if your spouse or common-law partner has passed away and you are between the age of 60 and 64. Do not apply earlier than 11 months before you turn 60.

The CPP or QPP death benefit is a one-time, lump-sum payment generally made to the estate upon the death of a CPP or QPP contributor. Do not report CPP or QPP death benefits on the Final Return of the person who died.

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