Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “T5008”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| NAME1 | Recipient name, line 1 (type 3 & 4) | Text, 50 | Required for types 3 & 4 |
| NAME2 | Recipient name, line 2 (type 3 & 4) | Text, 50 | |
| LASTNAME1 | First recipient last name (type 1 & 2) | Text, 30 | Required for types 1 & 2 |
| FIRSTNAME1 | First recipient first name (type 1 & 2) | Text, 30 | |
| INITIAL1 | First recipient initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second recipient last name (type 2) | Text, 30 | |
| FIRSTNAME2 | Second recipient first name (type 2) | Text, 30 | |
| INITIAL2 | Second recipient initial (type 2) | 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 code | Text, 3 | |
| SLIPSTATUS | Report code | Text, 1 | O-Original A-Amended C-Cancelled |
| RECTYPE | Recipient type | Text, 1 | 1-Individual 2-Joint account 3-Corporation 4-Association, trust, club or partnership |
| SIN | First recipient SIN, ID or Business # | Text, 9 | |
| RECIPIENTACCOUNTNUMBER | Recipient account number | Text, 12 | |
| CURRENCY | Foreign currency | Currency | |
| DATE | Date | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| SECURITYCODE | Type code of securities | Text, 3 | BON, BO1, DOB, DO1, FUT, MET, MFT, MSC, OPC, PTI, RTS, SHS, UNT, WTS |
| SECURITYQUANTITY | Quantity of securities | Numeric, 14 | 10 digits + 4 decimals |
| SECURITYID | Identification of securities | Text, 60 | |
| ISIN | ISIN/CUISP number | Text, 12 | |
| ISININDICATOR | ISIN indicator | Numeric, 1 | 1 - The securities are not identified by a CUSIP or ISIN number |
| 2 - The number provided is a CUSIP number | |||
| 3 - The number provided is a ISIN number | |||
| FACEAMOUNT | Face amount (dollars only) | Currency | Dollars only, no cents |
| BOOKVALUE | Cost or book value (dollars only) | Currency | Dollars only, no cents |
| PROCEEDSAMOUNT | Proceeds of disposition or settlement amount (dollars only) | Currency | Dollars only, no cents |
| SETTLEMENTSECURITYCODE | Type code of securities received on settlement | Text, 3 | BON, BO1, DOB, DO1, FUT, MET, MFT, MSC, OPC, PTI, RTS, SHS, UNT, WTS |
| SETTLEMENTSECURITYQUANTITY | Quantity of securities received on settlement | Numeric, 14 | 10 digits + 4 decimals |
| SETTLEMENTSECURITYID | Identification of securities received on settlement | Text, 60 | |
| SETTLEMENTISIN | ISIN/CUISP settlement number | Text, 12 | |
| SETTLEMENTISININDICATOR | ISIN/CUSIP settlement number indicator | Numeric, 1 | 1 - The securities are not identified by a CUSIP or ISIN number |
| 2 - The number provided is a CUSIP number | |||
| 3 - The number provided is a ISIN number | |||
| 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 |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | eForms Enterprise only |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | eForms Enterprise only |