Update on Qualifying Retroactive Lump Sum Payment forms (T-1198)

Despite assurances we received in June from the CRA that unsigned T-1198 forms with a typed entry on the signature line of "Pay Administration Branch - PSPC" would be accepted, acceptance of such forms by the CRA has been inconsistent.  Thanks to reports received from engaged members, we managed to raise the issue with the CRA to get further clarification.  On Friday, September 6, 2019, the CRA confirmed having issued an internal memo to ensure that CRA officials accept the form in the format outlined above.  Accordingly, we encourage you to resend and reinitiate your request to the extent the CRA has sent back your documentation.

Please be mindful to read CRA communications that request additional information to support your T-1198 application.  You may still need to provide the CRA with information to see your request processed.   As well, remember that CRA indicated that it  will not process if disadvantageous to the taxpayer per our earlier communique on the issue.

We hope that this information will be of assistance.