Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “FHSAX”
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 | |
| 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 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; 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 |