Tax-free Savings Account Outreach Sessions

We cordially invite issuers of Tax-free Savings Accounts, or their agents, to attend one of our outreach sessions to be held in Vancouver, Montreal and Toronto.

The sessions will be half day events hosted in English for the Toronto and Vancouver sessions and in French for the Montreal session, with the PowerPoint presentations shown in both official languages. There will be time allotted during each session for a bilingual question and answer period.

This year, we will provide attendees with the following information:

• Application for an RZ account, specific to TFSA
• Preparing and filing a TFSA return
• Process for CRA to reject individual records
• Amendment / Cancellation process
• Authorizing Representatives via RC59 - for online access to TFSA accounts
• Etc.

The session dates are as follows:

Vancouver - October 8, 2009

Holiday Inn & Suites Vancouver Downtown
1110 Howe Street - Vancouver, BC, V6Z 1R2
Columbia Room
8:30 - Registration

Montréal - October 15, 2009

Grand Plaza Montreal Centre-Ville
505 Sherbrooke St. East - Montreal, Quebec, Canada H2L 4N3
Van Gogh-Renoir (Mezzanine)
8:00 - Registration

Toronto - October 20 and 21st, 2009 (These will be identical sessions. Please register for only one of them).

Metropolitan Hotel
108 Chestnut Street - Toronto, Ontario Canada, M5G 1R3
Mandarin Ballroom
8:00 - Registration

To confirm your participation, please provide us with your name, postal address, telephone number, and e-mail address by September  22, 2009. Since space is limited, we will confirm participation on a "first come, first served" basis.

Your confirmation should be e-mailed to AC/CR4dc11@cra-arc.gc.ca no later than September 22, 2009.