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Important information for 2017 RRSP Contributions and 2017 Tax Reporting

Please take note of the following dates for RRSP contributions and Tax Receipt mailings.

2018 1st 60 Day RRSP Contribution Key Dates

Date
Note
Jan 2nd, 2018 to March 1st, 2018
  • 3pm acceptance cut-off on March 1st, 2018 for direct trades
  • 4 pm cut-off on March 1st, 2018 for wire trades (coded Current Period)
March 2nd, 2018 to March 5th, 2018
  • RRSP contributions will be accepted as 1st 60 day if order ticket and cheque is dated on or prior to March 1st, 2018.
  • 4 pm cut-off on March 5th for wire trades (coded as Previous Period).  These will be accepted as 1st 60 day contributions.
March 6th, 2018 to April 16th, 2018
  • Any exception requests for the contribution to be reported as 1st 60 days must be accompanied with a Letter of Indemnity (LOI) and proof that the order was completed on or prior to March 1st, 2018.

ivari 2017 Tax Receipt Mailing Schedule

2017 Tax Slip
Target Mailing Date
2017 RRSP Remainder of Year (ROY) Contribution Slips (March to December 2017)
January 31st, 2018
1st 60-Days RRSP Contribution Receipts for trades placed January 2nd to March 1st, 2018 (two mailing periods).
February 15th, 2018
March 16th, 2018
T4RSP, T4RIF, T4A, T5 and  matching Releve’s (R2 & R3)
February 2nd, 2018
T4A and Releve1 for advisors and distributors
February 2nd, 2018
NR4 (registered and non-registered)
March 23rd , 2018
T3 (R16) for Segregated funds
March 12th, 2018
TFSA Target E-Filing (Only) Date
February 28th, 2018

Policy Loan Interest Deductibility (T2210 form)

If you wish to request for policy loan interest deductibility verification, please submit the completed T2210 form. To ensure that we have adequate time to process, please submit the completed form as soon as possible. The request should be received in ivari head office by April 30, 2018 for individual owners or before the corporate filing deadline for corporate owners.

We thank you for your continued support and look forward to a strong and prosperous year.   Should you have any questions please contact us.