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eForms Standard & Enterprise Only
Heading
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Description
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Type, Size
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Comments & Examples
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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, 30
|
|
INITIAL
|
Employee initial
|
Text, 1
|
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ADDRESS1
|
Address line 1
|
Text, 50
|
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ADDRESS2
|
Address line 2
|
Text, 50
|
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CITY
|
City
|
Text, 28
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PROV
|
Province code
|
Text, 2
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POSTAL
|
Postal code (including space)
|
Text, 10
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COUNTRY
|
Country code
|
Text, 3
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SIN
|
Social insurance number (12)
|
Numeric, 9
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BIRTHDATE
|
TFSA holder birthdate
|
Date
|
Mmm. dd, yyyy (Apr. 1, 2024)
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ACCOUNTCLOSEDTHISYEAR
|
Account closed this year, Yes
|
Text, 1
|
"X" = Checked
|
ACCOUNTCLOSEDTHISYEARNO
|
Account closed this year, No
|
Text, 1
|
"X" = Checked
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CLOSEDDATE
|
TFSA closed date
|
Date
|
Mmm. dd, yyyy (Apr. 1, 2024)
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CALENDARYEARENDFAIRMARKETVALUE
|
Calendar year end fair market value
|
Currency
|
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NEWACCOUNTTHSIYEAR
|
New TFSA account this year for holder, Yes
|
Text, 1
|
"X" = Checked
|
NEWACCOUNTTHISYEARNO
|
New TFSA account this year for holder, No
|
Text, 1
|
"X" = Checked
|
IDENTINACTIVE
|
No transactions for this identity
|
Text, 1
|
"X" = Checked
|
TRANSACTIONDATE
|
Transaction date
|
Date
|
Mmm. dd, yyyy (Apr. 1, 2024)
|
CONTRIBUTIONAMOUNT
|
Contribution amount
|
Currency
|
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WITHDRAWALAMOUNT
|
Withdrawal amount
|
Currency
|
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FORMERSPOUSELASTNAME
|
Surname of former spouse
|
Text, 30
|
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FORMERSPOUSEFIRSTNAME
|
First name of former spouse
|
Text, 30
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|
FORMERSPOUSESIN
|
SIN of former spouse
|
Text 11
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MARRIAGEBREAKDOWNTRANSFEROUT
|
Marriage breakdown transfer out fair market value
|
Currency
|
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MARRIAGEBREAKDOWNTRANSFERIN
|
Marriage breakdown transfer in fair market value
|
Currency
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ACUISITIONOFNONQUALIFIED
|
Acquisition of non-qualified investment fair market value
|
Currency
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WITHDRAWALOFNONQUALIFIED
|
Withdrawal of non-qualified investment fair market value
|
Currency
|
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DEATHDATE
|
TFSA holder date of death
|
Date
|
Mmm. dd, yyyy (Apr. 1, 2024)
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SUCCESSORHOLDER
|
Successor holder account, Yes
|
Text, 1
|
"X" = Checked
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SUCCESSORHOLDERNO
|
Successor holder account, No
|
Text, 1
|
"X" = Checked
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FAIRMARKETVALUEATDEATH
|
TFSA holder fair market value at time of death
|
Currency
|
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DECEASEDLASTNAME
|
Surname of deceased holder
|
Text, 30
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DECEASEDFIRSTNAME
|
First name of deceased holder
|
Text, 30
|
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DECEASEDINITIAL
|
Initial of deceased holder
|
Text, 1
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DECEASEDSIN
|
SIN of deceased holder
|
Text, 11
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DECEASEDDATE
|
Date of death of deceased holder
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Date
|
Mmm. dd, yyyy (Apr. 1, 2024)
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COMPANY.NAME1
|
Company associated with slip
|
Text, 35
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eForms Enterprise only
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COMPANY.COMPANYTAG
|
Tag associated with company name
|
Text, 10
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eForms Enterprise only
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SLIPTAG
|
Subset tag
|
Text, 10
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eForms Enterprise only
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CUSTOMFIELD
|
GUID or other unique identifier
|
Text, 50
|
eForms Enterprise only
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CUSTOMPASSWORD
|
Password for recipient PDF slip
|
Text, 20
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eForms Enterprise only
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