FHSAX Headings

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eForms Standard & Enterprise Only

 

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

 

Heading

Description

Type, Size

Comments & Examples

LASTNAME

Recipient last name

Text, 30

Required

FIRSTNAME

Recipient first name

Text, 30


INITIAL

Recipient 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, in address

Text, 3

 

SIN

Social insurance number

Text, 9


FHSACONTRACTNUMBER

FHSA contract number

Text, 30


DATEOFBIRTH

Recipient date of birth

Date

Mmm, dd, yyyy

DATEOFDEATH

Recipient date of death

Date

Mmm, dd, yyyy

HOLDERDEATHFAIRMARKETVALUE

Fair market value at time of death

Currency


UNIQUESLIPNUMBER

Unique slip number (USN)

Text, 20


SLIPSTATUS

Slip report type code

Text, 1

O - Original,

A - Amended or

C - Cancelled

FHSANEWACCOUNTINDICATOR

New FHSA account indicator

Yes/No


FHSAACCOUNTCLOSEDINDICATOR

FHSA account closed indicator

Yes/No


FHASACCOUNTCLOSEDDATE

FHSA account closed date

Date

Mmm, dd, yyyy

FHSASUCCESSORACCOUNTINDICATOR

Successor holder account indicator

Yes/No


FHSABENEFICIARYINDICATOR

FHSA beneficiary indicator

Yes/No


TOTALHFSADISTRIBUTIONBENEFICIARYCOUNT

Total number of beneficiaries

Numeric, 6

 

DECEASEDACCOUNTHOLDERFHSACONTRACTNUMBER

Deceased account holder FHSA contract number

Text, 30

 

DECEASEDACCOUNTHOLDERSIN

Deceased account holder SIN

Text, 9

 

DECEASEDACCOUNTHOLDERDEATHDATE

Deceased account holder date of death

Date

Mmm, dd, yyyy

CALENDARYEARENDFAIRMARKETVALUE

Calendar year-end fair market value

Currency

 

TRANSACTIONDATE

Transaction date

Date

Mmm, dd, yyyy

TRANSACTIONSEQUENCE

Transaction sequence on this day for this USN

Numeric, 10

 

CONTRIBUTION

Contribution

Currency

 

FHSADEEMEDTRANSFER

FHSA deemed transfer

Currency

 

QUALIFYINGWITHDRAWAL

Qualifying withdrawal

Currency

 

TAXABLEWITHDRWAL

Taxable withdrawal

Currency

 

INCOMETAXDEDUCTED

Income tax deducted

Currency

 

FHSATRANSFERIN

FHSA transfer in

Currency

 

FHSATRANSFEROUT

FHSA transfer out

Currency

 

RRSPTRANSFERIN

RRSP transfer in

Currency

 

SPOUSALRRSPTRANSFERIN

Spousal RRSP transfer in

Currency

 

FAIRMARKETVALUEIMMEDIATLYPRIORTRANSFEROUT

Fair market value immediately prior to transfer out

Currency

 

RRSPRRIFTRANSFEROUT

RRSP/RRIF transfer out

Currency

 

DESIGNATEDRRSPRRIFTRANSFEROUT

Designated - RRSP/RRIF transfer out

Currency

 

DESIGNATEDWITHDRAWAL

Designated - withdrawal

Currency

 

FHSABENEFICIARYDISTRIBUTIONOUT

FHSA beneficiary distribution out

Currency

 

FHSABENEFICIARYDISTRIBUTIONRECEIVED

FHSA beneficiary distribution received

Currency

 

FHSATRANSFEROUTTOSURVIVOR

FHSA transfer out to survivor

Currency

 

RRSPRRIFTRANSFEROUTTOSURVIVOR

RRSP/RRIF transfer out to survivor

Currency

 

SURVIVORFHSATRANSFERIN

Survivor FHSA transfer in

Currency

 

FHSACESSATIONHOLDERDEEMEDRECEIVED

Amount deemed received on FHSA cessation

Currency

 

SECURITYFORLOAN

Security for a loan

Currency

 

NONQUALIFIEDINVESTMENTACQUISITION

Acquisition of non-qualified investment

Currency

 

NONQUALIFIEDINVESTMENTDISPOSITION

Disposition of non-qualified investment

Currency

 

MARRIAGEBREAKDOWNFHSATRANSFERIN

Marriage breakdown - FHSA transfer in

Currency

 

MARRIAGEBREAKDOWNFHSATRANSFEROUT

Marriage breakdown - FHSA transfer out

Currency

 

MARRIAGEBREAKDOWNRRSPRRIFTRANSFEROUT

Marriage breakdown - RRSP.RRIF transfer out

Currency

 

ACCOUNTHOLDERFORMERSPOUSEFAMILYNAME

Family name of former spouse or common-law partner

Text, 30

 

ACCOUNTHOLDERFORMERSPOUSEGIVENNAME

Given name of former spouse or common-law partner

Text, 30

 

ACCOUNTHOLDERFORMERSPOUSESIN

SIN of former spouse or common-law partner

Text, 9

 

TEXTATTOP

Optional text to print at top of slip

Text, 15

 

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