Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “FHSA”
Columns and rows containing “NULL” in their first cell will not be imported
| Column 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 | |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| CONTRIBUTIONS | Contributions (18) | Currency | |
| QUALIFYINGWITHDRAWALS | Qualifying withdrawals (20) | Currency | |
| TAXABLEWITHDRAWALS | Taxable withdrawals (22) | Currency | |
| BENEFICIARYDISTRIBUTIONSRECEIVED | FHSA beneficiary distributions received (24) | Currency | |
| DEEMEDRECEIVEDONCESSATION | Amount deemed received on FHSA cessation (26) | Currency | |
| SECURITYFORLOAN | Security for a loan (28) | Currency | |
| INCOMETAX | Income tax deducted (30) | Currency | |
| RRSPTRANSFERSIN | RRSP transfers in (32) | Currency | |
| SPOUSALRRSPTRANSFERSIN | Spousal RRSP transfers in (34) | Currency | |
| DESIGNATEDTRANSFERSOUT | Designated - RRSP/RRIF transfers out (36) | Currency | |
| DESIGNATEDWITHDRAWALS | Designated - Withdrawals (38) | Currency | |
| SIN | Social insurance number (12) | Text, 9 | |
| FHSACONTRACTNUMBER | FHSA contract Number (14) | Text, 30 | |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| EMAILADDRESS | Recipient email address; one email address, or two separated by a semi-colon | Text, 255 | eForms Enterprise only |
| 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 |