Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “T4RIF”
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 | CAN, USA, etc. |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| YEAR | Year | Numeric, 4 | 2025 |
| SIN | Canadian social insurance number (12) | Numeric, 9 | |
| SPOUSESSIN | Spouse’s Canadian social insurance number (32) | Numeric, 9 | |
| TAXABLE | Taxable payments received(16) | Currency | |
| CONTRACT | Contract number (14) | Text, 12 | |
| DECEASED | Amounts received at death (18) | Currency | |
| DEREGISTRATION | Amounts received at deregistration (20) | Currency | |
| OTHERINCOME | Other income or deductions (22) | Currency | |
| EXCESS | Excess amount (24) | Currency | |
| SPOUSALRRIF | ”Yes” if spouse is a contributor (26) | Yes/No | |
| INCOMETAX | Income tax deducted (28) | Currency | |
| DATEDEATH | Date of annuitant’s death (30) | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| TRANSFERS | Transfer on breakdown of marriage (35) | Currency | |
| ADVANCEDLIFEDEFERREDPURCHASE | Advanced Life Deferred Annuity Purchase (37) | Currency | |
| TAXPAID | Tax paid amount (36) | Currency | |
| 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 |