TFSA - Tax Free Savings Account

2017V1 - updated 2016-10-27
<Return>

<TFSA>

<TFSA_SLP>

<TFSA_TRANS>

<TRANS_DT>

<trans_dt_yr></trans_dt_yr>
TFSA Transaction date - year
- Required 4 numeric (e.g., 2009)

<trans_dt_mo></trans_dt_mo>
TFSA Transaction date - month
- Required 2 numeric (e.g., 03, 12)

<trans_dt_dy></trans_dt_dy>
TFSA Transaction date- day
- Required 2 numeric (e.g., 04, 31)

</TRANS_DT>

<cnamt></cnamt>
TFSA Contribution Amount
- 11 numeric characters, enter dollars and cents
- Do not report negative values

<wdamt></wdamt>
TFSA Withdrawal Amount
- 11 numeric characters, enter dollars and cents
- Do not report negative values

<mbk_trnsf_out_amt></mbk_trnsf_out_amt>
Marriage Breakdown Transfer Out Fair Market Value
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<mbk_trnsf_in_amt></mbk_trnsf_in_amt>
Marriage Breakdown Transfer In Fair Market Value
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<FRMR_SPS_NM>

<frmr_sps_snm></frmr_sps_snm>
Surname of former spouse or common law partner
- 30 alphanumeric
- First 30 letters of the former spouse or common law partner’s surname
- Omit titles such as Mr., Mrs., etc.
- Do not include the first given name or initials.

<frmr_sps_gvn_nm></frmr_sps_gvn_nm>
Given name of former spouse or common law partner
- 30 alphanumeric
- First 30 letters of the former spouse or common law partner’s first given name
Note: If only initials are available, provide the first initial.

</FRMR_SPS_NM>

<frmr_sps_sin></frmr_sps_sin>
SIN of former spouse or common law partner
- 9 numeric

<aqstn_nqlf_fmv_amt></aqstn_nqlf_fmv_amt>
Acquisition of non-qualified investment - Fair market value
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<dispn_nqlf_fmv_amt></dispn_nqlf_fmv_amt>
Withdrawal of non-qualified investment - Fair market value
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

</TFSA_TRANS>

<TFSA_IDENT>

<bn></bn>
Business Number (BN)
- Required 15 alphanumeric, 9 digits RZ 4 digits, example: 000000000RZ0000
- Must correspond to the "Business Number (BN)" on the related TFSA Summary record

<tfsa_pln_id></tfsa_pln_id>
TFSA Identification number
- Required 8 numeric
- Must correspond to the TFSA Identification number on the related TFSA Summary record

<tfsa_ctrct_nbr></tfsa_ctrct_nbr>
TFSA Contract number
- Required 30 alphanumeric
- The TFSA contract or account number issued by the Financial institution to the TFSA holder

<tfsa_hldr_sin></tfsa_hldr_sin>
TFSA holder social insurance number (SIN)
- Required 9 numeric

<HLDR_NM>

<tfsa_hldr_snm></tfsa_hldr_snm>
TFSA holder surname
- Required 30 alphanumeric
- First 30 letters of the TFSA holder’s surname
- Omit titles such as Mr., Mrs., etc.
- Do not include the first given name or initials.

<tfsa_hldr_gvn_nm></tfsa_hldr_gvn_nm>
TFSA holder given name
- Required 30 alphanumeric
- First 30 letters of the TFSA holder’s first given name
Note: If only initials are available, provide the holder’s first initial.

<tfsa_hldr_init></tfsa_hldr_init>
TFSA holder initial
-1 alphanumeric
- Initial of the holder’s second given name

</HLDR_NM>

<HLDR_ADDR>

<tfsa_hldr_addr_l1_txt></tfsa_hldr_addr_l1_txt>
TFSA holder address - line 1
- Required 30 alphanumeric
- First line of the TFSA holder’s address

<tfsa_hldr_addr_l2_txt></tfsa_hldr_addr_l2_txt>
TFSA holder address - line 2
- 30 alphanumeric
- Second line of the TFSA holder’s address

<tfsa_hldr_cty_nm></tfsa_hldr_cty_nm>
TFSA holder city
- Required 28 alphanumeric
- City in which the TFSA holder is located
<tfsa_hldr_pvst_cd></tfsa_hldr_pvst_cd>
TFSA holder province or territory code
- required 2 alpha
- Canadian province or territory in which the TFSA holder is located or the state in the USA where the TFSA holder is located
- Use the abbreviations listed in the pdf document entitled "T619 - Electronic media transmittal" under section: Transmitter province or territory code.
- When the TFSA holder’s country code is neither CAN nor USA, store ZZ in this field.

<tfsa_hldr_cntry_cd></tfsa_hldr_cntry_cd>
TFSA holder country code
- 3 alpha
- Country in which the TFSA holder is located
- Use the alphabetic country codes as outlined in the International Standard (ISO) 3166 Codes for the Representation of Names of Countries.
- Always use CAN for Canada, and USA for the United States of America.

<hldr_pstl_zip_cd></hldr_pstl_zip_cd>
TFSA holder postal code
- Required 10 alphanumeric
- The TFSA holder’s Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
- or the TFSA holder’s USA zip code
- or where the TFSA holder’s country code is neither CAN nor USA, store the foreign postal code.

</HLDR_ADDR>

< TFSA_HLDR_BRTH_DT>

<tfsa_hldr_brth_dt_yr></tfsa_hldr_brth_dt_yr>
TFSA holder date of birth - year
- Required 4 numeric (e.g., 1991)

<tfsa_hldr_brth_dt_mo></tfsa_hldr_brth_dt_mo>
TFSA holder date of birth - month
- Required 2 numeric (e.g., 03, 12)

<tfsa_hldr_brth_dt_dy></tfsa_hldr_brth_dt_dy>
TFSA holder date of birth - day
- Required 2 numeric (e.g., 04, 31)

</TFSA_HLDR_BRTH_DT>

<TFSA_HLDR_DTH_DT>
<tfsa_hldr_dth_dt_yr></tfsa_hldr_dth_dt_yr>
TFSA holder date of death - year
- 4 numeric (e.g., 2009)

<tfsa_hldr_dth_dt_mo></tfsa_hldr_dth_dt_mo>
TFSA holder date of death - month
- 2 numeric (e.g., 03, 12)

<tfsa_hldr_dth_dt_dy></tfsa_hldr_dth_dt_dy>
TFSA holder date of death - day
- 2 numeric (e.g., 04, 31)

</TFSA_HLDR_DTH_DT>

<fmv_at_dthamt></fmv_at_dthamt>
TFSA Holder Fair market value at Time of Death
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<tfsa_new_ctrct_ind></tfsa_new_ctrct_ind>
New TFSA account this year for this holder: Y or N
- required 1 alpha

<ctrct_trmnt_ind></ctrct_trmnt_ind>
TFSA account closed this year: Y or N
- required 1 alpha
<TFSA_TRMNT_DT>

<tfsa_trmnt_dt_yr></tfsa_trmnt_dt_yr>
TFSA Close date - year
- 4 numeric (e.g., 2009)

<tfsa_trmnt_dt_mo></tfsa_trmnt_dt_mo>
TFSA Close date - month
- 2 numeric (e.g., 03, 12)

<tfsa_trmnt_dt_dy></tfsa_trmnt_dt_dy>
TFSA Close date - day
- 2 numeric (e.g., 04, 31)

</TFSA_TRMNT_DT>

<tfsa_scsr_ind></tfsa_scsr_ind>
Successor holder account: Y or N
- 1 alpha

<DCES_TFSA_NM >

<dces_tfsa_snm></dces_tfsa_snm>
Surname of Deceased holder
- 30 alphanumeric
- First 30 letters of the deceased holder’s surname
- Omit titles such as Mr., Mrs., etc.
- Do not include the first given name or initials

<dces_tfsa_gvn_nm></dces_tfsa_gvn_nm>
Given name of Deceased holder
- 30 alphanumeric
- First 30 letters of the deceased holder’s first given name
Note: If only initials are available, provide the holder’s first initial.

<dces_tfsa_init></dces_tfsa_init>
Initial of Deceased holder
-1 alphanumeric
- Initial of the deceased holder's second given name

</DCES_TFSA_NM>

<dces_tfsa_sin></dces_tfsa_sin>
SIN of deceased holder
- 9 numeric

<DCES_TFSA_DTH_DT>

<dces_tfsa_dth_dt_yr></dces_tfsa_dth_dt_yr>
TFSA Deceased holder date of death - year
- 4 numeric (e.g., 2009)

<dces_tfsa_dth_dt_mo></dces_tfsa_dth_dt_mo>
TFSA Deceased holder date of death - month
- 2 numeric (e.g., 03, 12)

<dces_tfsa_dth_dt_dy></dces_tfsa_dth_dt_dy>
TFSA Deceased holder date of death - day
- 2 numeric (e.g., 04, 31)

</DCES_TFSA_DTH_DT>

<cye_fmv_amt></cye_fmv_amt>
Calendar Year End Fair market value
- Required 11 numeric characters, enter dollars and cents
- Do not report negative values.

<stot_trans_cnt></stot_trans_cnt>
Total number of Transaction records
- Required 4 numeric
- Total number of transaction records included in this slip

<TFSA_HLDR_TAMT>

<stot_cnamt></stot_cnamt>
Total Holder Contributions
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<stot_wdamt></stot_wdamt>
Total Holder Withdrawals
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<stot_mbk_out_amt></stot_mbk_out_amt>
Total Holder Transfer Out Fair Market Value
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

<stot_mbk_in_amt></stot_mbk_in_amt>
Total Holder Transfer In Fair Market Value
- 11 numeric characters, enter dollars and cents
- Do not report negative values.

</TFSA_HLDR_TAMT>

<slip_type_code></slip_type_code>
Slip type code
- Required 1 alpha
- Original = O
- Amendment = A
- Cancel = C
Note: An original return cannot contain an amended or cancelled slip.
An amended return cannot contain an original slip.

</TFSA_IDENT>

</TFSA_SLP>

<TFSA_SUMM>

<bn></bn>
Business Number (BN)
- Required 15 alphanumeric, 9 digits RZ 4 digits, example: 000000000RZ0000
Note: In order to process a return, the complete BN is required.

<summ_tcd></summ_tcd>
Summary type code
- Required 1 alpha
- Original = O
- Amendment = A
Note: An original return cannot contain an amended or cancelled slip. An amended return cannot contain an original slip.

<rpt_yr></rpt_yr>
Reporting year
- Required 4 numeric
- The taxation year (e.g., 2009)

<tfsa_pln_id></tfsa_pln_id>
TFSA Identification number
- required 8 numeric

<slp_cnt></slp_cnt>
Total number of TFSA slips
- required 7 numeric
- Total number of TFSA ident records filed with this TFSA Summary

<FLR_NM>

<l1_nm></l1_nm>
Filer name - line 1
- Required 35 alphanumeric
- First line of filer's name
- If "&" is used in the name area enter as "&amp;"

<l2_nm></l2_nm>
Filer name - line 2
- 35 alphanumeric
- Second line of filer's name

<l3_nm></l3_nm>
Filer name - line 3
- 35 alphanumeric
- Use for "care of" or "attention".

</FLR_NM>

<FLR_ADDR>

<addr_l1_txt></addr_l1_txt>
Filer address - line 1
- 30 alphanumeric
- First line of the filer's address

<addr_l2_txt></addr_l2_txt>
Filer address - line 2
- 30 alphanumeric
- Second line of the filer's address

<cty_nm></cty_nm>
Filer city
- 28 alphanumeric
- City in which the filer is located

<prov_cd></prov_cd>
Filer province or territory code
- 2 alpha
- Canadian province or territory in which the filer is located or the state in the USA where the filer is located
- Use the abbreviations listed in the pdf document entitled "T619 - Electronic media transmittal" under section: Transmitter province or territory code.
- When the filer's country code is neither CAN nor USA, store ZZ in this field.

<cntry_cd></cntry_cd>
Filer country code
-3 alpha
- Country in which the filer is located
- use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries.
- Always CAN for Canada, and USA for the United States of America

<pstl_cd></pstl_cd>
Filer postal code
- 10 alphanumeric
- Filer's Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
- or the filer's USA zip code
- or when the filer's country code is neither CAN nor USA, store the foreign postal code

</FLR_ADDR>

<CNTC>

<filr_cntc_snm></filr_cntc_snm>
Contact Surname
- Required 30 alphanumeric
- First 30 letters of the contact’s surname
- Omit titles such as Mr., Mrs., etc.
- Do not include the first given name or initials

<filr_cntc_gvn_nm></filr_cntc_gvn_nm>
Contact Given name
- 30 alphanumeric
- First 30 letters of the contact’s first given name
Note: If only initials are available, provide the contact’s first initial.

<cntc_area_cd></cntc_area_cd>
Contact area code
- Required 3 numeric
- Area code of telephone number

<cntc_phn_nbr></cntc_phn_nbr>
Contact telephone number
- Required 3 numeric with a hyphen (-), followed by 4 numeric
- Telephone number of the contact

<cntc_extn_nbr></cntc_extn_nbr>
Contact extension number
- 5 numeric
- Extension of the contact

<filr_cntc_ema></filr_cntc_ema>
Contact email address
- required 60 alphanumeric
- Contact email address

</CNTC>

<TFSA_TAMT>

<rtot_cnamt></rtot_cnamt>
Total contributions amount
- 15 numeric characters, enter dollars and cents

<rtot_wdamt></rtot_wdamt>
Total Withdrawals amount
- 15 numeric characters, enter dollars and cents

<rtot_cye_fmv_amt></rtot_cye_fmv_amt>
Total Calendar Year End Fair Market Value
- 15 numeric characters, enter dollars and cents

<rtot_mbk_out_amt></rtot_mbk_out_amt>
Total Transfers out – marriage breakdown amount
- 15 numeric characters, enter dollars and cents

<rtot_mbk_in_amt></rtot_mbk_in_amt>
Total Transfers in – marriage breakdown amount
- 15 numeric characters, enter dollars and cents

</TFSA_TAMT>

</TFSA_SUMM>

</TFSA>

</Return>

Date modified:

2016-10-27