TFSA Headings

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eForms Standard & Enterprise Only

 

Cell A1 (import from Excel) or the first data element (import from CSV) must contain "TFSA"

 

Heading

Description

Type, Size

Comments & Examples

CONTRACTNUMBER

Contract number

Text, 30

 

SLIPSTATUS

Status of slip

Text, 1

O - Original,

A - Amended or

C - Cancelled

LASTNAME

Employee last name

Text, 30

Required

FIRSTNAME

Employee first name

Text, 12

 

INITIAL

Employee initial

Text, 1

 

ADDRESS1

Address line 1

Text, 30

 

ADDRESS2

Address line 2

Text, 30

 

CITY

City

Text, 28

 

PROV

Province code

Text, 2

 

POSTAL

Postal code (including space)

Text, 10

 

COUNTRY

Country code

Text, 3

 

SIN

Social insurance number (12)

Text, 9

 

BIRTHDATE

TFSA holder birthdate

Date

Mmm. dd, yyyy (Apr. 1, 2012)

ACCOUNTCLOSEDTHISYEAR

Account closed this year, Yes

Yes, No

"Yes" selects option

ACCOUNTCLOSEDTHISYEARNO

Account closed this year, No

Yes, No

"No" de-selects option

CLOSEDDATE

TFSA closed date

Date

Mmm. dd, yyyy (Apr. 1, 2012)

CALENDARYEARENDFAIRMARKETVALUE

Calendar year end fair market value

Currency

 

NEWACCOUNTTHSIYEAR

New TFSA account this year for holder, Yes

Yes, No

"Yes" selects option

NEWACCOUNTTHISYEARNO

New TFSA account this year for holder, No

Yes, No

"No" de-selects option

IDENTINACTIVE

No transactions for this identity

Yes, No

"Yes" selects option

TRANSACTIONDATE

Transaction date

Date

Mmm. dd, yyyy (Apr. 1, 2012)

CONTRIBUTIONAMOUNT

Contribution amount

Currency

 

WITHDRAWALAMOUNT

Withdrawal amount

Currency

 

FORMERSPOUSELASTNAME

Surname of former spouse

Text, 30

 

FORMERSPOUSEFIRSTNAME

First name of former spouse

Text,  30

 

FORMERSPOUSESIN

SIN of former spouse

Text 11

 

MARRIAGEBREAKDOWNTRANSFEROUT

Marriage breakdown transfer out fair market value

Currency

 

MARRIAGEBREAKDOWNTRANSFERIN

Marriage breakdown transfer in fair market value

Currency

 

ACUISITIONOFNONQUALIFIED

Acquisition of non-qualified investment fair market value

Currency

 

WITHDRAWALOFNONQUALIFIED

Withdrawal of non-qualified investment fair market value

Currency

 

DEATHDATE

TFSA holder date of death

Date

Mmm. dd, yyyy (Apr. 1, 2012)

SUCCESSORHOLDER

Successor holder account, Yes

Yes, No

"Yes" selects option

SUCCESSORHOLDERNO

Successor holder account, No

Yes, No

"No" de-selects option

FAIRMARKETVALUEATDEATH

TFSA holder fair market value at time of death

Currency

 

DECEASEDLASTNAME

Surname of deceased holder

Text, 30

 

DECEASEDFIRSTNAME

First name of deceased holder

Text, 30

 

DECEASEDINITIAL

Initial of deceased holder

Text, 1

 

DECEASEDSIN

SIN of deceased holder

Text, 11

 

DECEASEDDATE

Date of death of deceased holder

Date

Mmm. dd, yyyy (Apr. 1, 2012)