MOVING MONEY IN YOUR
FAMILY TRUST

FLOW OF DIVIDENDS FROM A CORPORATION THROUGH A TRUST TO A BENEFICIARY

NOT FOR USE WITH CAPITAL DIVIDENDS​

Use this flow chart to walk you though the process of moving money through your Corporation to a Beneficiary using dividends.

T3 STATEMENT OF TRUST INCOMES, ALLOCATIONS AND DESIGNATIONS

T3 TRUST INCOME TAX AND INFORMATION RETURN

T5 STATEMENT OF INVESTMENT INCOME

TRUST RESOLUTION - DISTRIBUTION OF DIVIDEND

DEMAND PROMISSORY NOTE