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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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NAME1
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Recipient name, line 1 (type 3 & 4)
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Text, 50
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Required; type 3 & 4
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NAME2
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Recipient name, line 2 (type 3 & 4)
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Text, 50
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LASTNAME1
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First recipient last name (type 1 & 2)
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Text, 30
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Required; type 1 & 2
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FIRSTNAME1
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First recipient first name (type 1 & 2)
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Text, 30
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INITIAL1
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First recipient initial (type 1 & 2)
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Text, 1
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LASTNAME2
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Second recipient last name (type 2)
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Text, 30
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FIRSTNAME2
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Second recipient first name (type 2)
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Text, 30
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INITIAL2
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Second recipient initial (type 2)
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Text, 1
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ADDRESS1
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Address line 1
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Text, 50
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ADDRESS2
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Address line 2
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Text, 50
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CITY
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City
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Text, 28
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PROV
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Province code
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Text, 2
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POSTAL
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Postal code (including space)
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Text, 10
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COUNTRY
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Country code
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Text, 3
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SLIPSTATUS
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Report code
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Text, 1
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O - Original,
A - Amended or
C - Cancelled
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RECTYPE
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Recipient type
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Text, 1
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1 - Individual
2 - Joint account
3 - Corporation
4 - Association, trust, club or partnership
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SIN
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First recipient SIN, ID or Business #
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Text, 9
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RECIPIENTACCOUNTNUMBER
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Recipient account number
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Text, 12
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CURRENCY
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Foreign currency
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Currency
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DATE
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Date
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Date
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Mmm. dd, yyyy (Apr. 1, 2024)
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SECURITYCODE
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Type code of securities
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Text, 3
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BON, BO1, DOB, DO1, FUT, MET, MFT, MSC, OPC, PTI, RTS, SHS, UNT, WTS
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SECURITYQUANTITY
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Quantity of securities
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Numeric, 14
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10 digits + 4 decimals
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SECURITYID
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Identification of securities
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Text, 60
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ISIN
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ISIN/CUISP number
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Text, 12
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ISININDICATOR
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ISIN indicator
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Numeric, 1
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1 - The securities are not identified by a CUSIP or ISIN number
2 - The number provided is a CUSIP number
3 - The number provided is a ISIN number
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FACEAMOUNT
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Face amount (dollars only)
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Currency
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Dollars only, no cents
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BOOKVALUE
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Cost or book value (dollars only)
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Currency
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Dollars only, no cents
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PROCEEDSAMOUNT
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Proceeds of disposition or settlement amount (dollars only)
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Currency
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Dollars only, no cents
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SETTLEMENTSECURITYCODE
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Type code of securities received on settlement
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Text, 3
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BON, BO1, DOB, DO1, FUT, MET, MFT, MSC, OPC, PTI, RTS, SHS, UNT, WTS
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SETTLEMENTSECURITYQUANTITY
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Quantity of securities received on settlement
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Numeric, 14
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10 digits + 4 decimals
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SETTLEMENTSECURITYID
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Identification of securities received on settlement
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Text, 60
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SETTLEMENTISIN
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ISIN/CUISP settlement number
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Text, 12
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SETTLEMENTISININDICATOR
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ISIN/CUSIP settlement number indicator
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Numeric, 1
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1 - The securities are not identified by a CUSIP or ISIN number
2 - The number provided is a CUSIP number
3 - The number provided is a ISIN number
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EMAILADDRESS
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Recipient email address
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Text, 255
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eForms Enterprise only
One email address, or two separated by a semi-colon
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OKTOEMAILSLIP
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Permission granted to email slip
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Yes/No
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eForms Enterprise only
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COMPANY.NAME1
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Company associated with slip
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Text, 35
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eForms Enterprise only
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COMPANY.COMPANYTAG
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Tag associated with company name
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Text, 10
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eForms Enterprise only
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SLIPTAG
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Subset tag
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Text, 10
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eForms Enterprise only
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TEXTATTOP
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Optional text to print at top of slip
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Text, 15
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CUSTOMFIELD
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GUID or other unique identifier
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Text, 50
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eForms Enterprise only
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CUSTOMPASSWORD
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Password for recipient PDF slip
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Text, 20
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eForms Enterprise only
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