Tax-free savings account (TFSA) for issuers

Throughout these Web pages we use the term "TFSA individual record." A TFSA individual record is similar to a slip except that TFSA issuers are not required to send their client a slip (for example, T4, T5). Therefore, when we refer to TFSA individual records, we are referring to what the issuers must submit to the CRA.

You may have to send a T4A slip or NR4 slip. For more information, see Death of a TFSA holder. You may also have to send notification of non-qualified investment to the holder. For more information, see Non-qualified investments.

You must do this on or before the day you are required to file the TFSA annual information return.

Forms and publications

• Form RC59, Business Consent Form
• Form RC236, Application for a Tax-Free Savings Account Identification Number
• Form RC257, Request for an Information Return Program Account (RZ)
• Guide RC4477, Tax-Free Savings Account (TFSA) Guide for Issuers

Related Topics

• Application Package - Approval Process