RRSP Headings

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eForms Standard & Enterprise Only

 

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

 

Heading

Description

Type, Size

Comments & Examples

LASTNAME1

Contributor last name

Text, 35

Required

FIRSTNAME1

Contributor first name

Text, 47

 

INITIAL1

Contributor initial

Text, 1

 

LASTNAME2

Annuitant last name

Text, 35

 

FIRSTNAME2

Annuitant first name

Text, 47

 

INITIAL2

Annuitant initial

Text, 1

 

ADDRESS1

Address line 1

Text, 50

 

ADDRESS2

Address line 2

Text, 50

 

CITY

City

Text, 28

 

PROV

Province code

Text, 2

 

POSTAL

Postal code (including space)

Text, 10

 

COUNTRY

Country code

Text, 3

 

SIN1

Contributor Social Insurance Number

Numeric, 9

 

SIN2

Annuitant Social Insurance Number

Numeric, 9

 

SAMEINDIVIDUAL

Select if contributor and annuitant are same individual

Yes/No

No

SLIPSTATUS

Status of slip

Text, 1

O - Original,

A - Amended or

C - Cancelled

YEAR

Year of contribution (

Numeric, 4

2023

PLANNUMBER

RRSP specimen plan number

Text, 20

 

CONTRACTNUMBER

Contract number

Text, 12

 

CONTRIBUTORID

Contributor indicator

Numeric, 1

1 - Partner has never contributed

2 - Partner has contributed

PRIORAMOUNT

Amount from prior year

Currency

 

CURRENTAMOUNT

Amount from current year

Currency

 

EMAILADDRESS

Recipient email address

Text, 255

eForms Enterprise only

One email address, or two separated by a semi-colon

OKTOEMAILSLIP

Permission granted to email slip

Yes/No

eForms Enterprise only

COMPANY.NAME1

Company associated with slip

Text, 35

eForms Enterprise only

COMPANY.COMPANYTAG

Tag associated with company name

Text, 10

eForms Enterprise only

SLIPTAG

Subset tag

Text, 10

eForms Enterprise only

CUSTOMFIELD

GUID or other unique identifier

Text, 50

eForms Enterprise only

CUSTOMPASSWORD

Password for recipient PDF slip

Text, 20

eForms Enterprise only