CDSP Interface Transaction Standards, Version 2.1 Amendments

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Official Title: CDSP Interface Transaction Standards, Version 2.1 Amendments

Information Bulletin

Number:
CDSP/ PCEI -2010/11-004-031
Date:
July 23, 2010
Subject:
Notice #031 - CDSP Interface Transaction Standards, Version 2.1 Amendments

This Information Bulletin provides information on amendments to the CDSP Interface Transaction Standards (ITS) version 2.1 dated May 2010.

Amendments to the English version of the ITS.

Section: 4.2.1 Record Type "102", Transaction Type "10" – Close Contract

Page: 5

Amend:

From:

  • A plan could close following the death of a Beneficiary, after a transfer of all assets to another contract, after a plan has been de-registered by CRA, following the loss of Disability Tax Credit (DTC) eligibility or at the request of the plan Holder (following CRA approval).

To:

  • A plan could close following the death of a Beneficiary, after a transfer of all assets to another contract, after a plan has been de-registered by CRA, following the loss of Disability Tax Credit (DTC) eligibility or because of other circumstances allowed by RDSP legislation.

Section: 4.4.4 Record Type "401", DAP and LDAP Transaction Types

Page: 9

Amend:

From:

  • A Transaction Type 21 – "LDAP Transaction" must be reported for this type of payment.

To:

  • A Transaction Type 21 – "LDAP Transaction", requiring the same type of information as detailed above in the DAP transaction (RT 401-20), must be reported for this type of payment.

Section: 5.3 Contract Status Report

Page: 12

Amend:

From:

  • Any change in the contract status will be reported back to the Authorized Agent on the Record Type 951 – "Contract Status Report".

To:

  • Any change in the contract status (current and/or at contract signature date) will be reported back to the Authorized Agent in the Record Type 951 – "Contract Status Report".

Section: 7.5.1 Record Type "102-10"- Record Component Layout – Contract Updates - Close a Contract

Page: 36

Amend: 

Change Description in Closure Reason:

From:

  • 05 – Voluntary Termination

To:

  • 05 – Other

Section: 7.7.10 Record Type "401-23" – Record Component Layout – LDAP Reversal

Page: 90

Amend: 

Change Description in LDAP Reversal Date:

From:

  • The date on which the financial business was approved at CRA.

To:

  • The date on which the financial business was conducted with the Issuer

Section: 11 Record Type "951" Contract Status Report

Pages: 105-106

Amend:

Replace current table with table below (changes highlighted) Changes to the RT 951 – Contract Status Report below will be implemented in December 2010.

Record Type "951"
Data Element Name Type Size Trxn Posn Description Notes
Record Type

X(3)

1-3 "951" – Contract Status Report  
Issuer BN

X(15)

4-18

   
Specimen Plan X(7) 19-25   Assigned by Canada Revenue Agency
Filler X(3) 26-28    
Contract X(15) 29-43    
Current Contract Status X(2) 44-45

'01' Pending
'02' Registration confirmed
'03' De-Registered
'04' Nullified
'05' Closed
'99' Rejected

 
Contract Information passes transaction validation X(1) 46-46

'Y' = Yes
'N' = No

 
Contract information passes 60 day rule X(1) 47-47

'Y' = Yes
'N' = No

 
Contract information contains Minimum Information Requirements X(1) 48-48

'Y' = Yes
'N' = No
Blank = Not evaluated

 
Beneficiary SIN passes Identity Validation at SIR X(1) 49-49

'Y' = Yes
'N' = No
Blank = Not evaluated

 
Holder(s) SIN passes Identity Validation at SIR X(1) 50-50

'Y' = Yes
'N' = No
Blank = Not evaluated

 
Current contract is Waiting for a Transfer to occur X(1) 51-51

'Y' = Yes
'N' = No
Blank = Not evaluated

 
Beneficiary Passes Residency validation at Contract Signature Date X(1) 52-52

'Y' = Yes
'N' = No
'U' = Undetermined
Blank = Not evaluated

 
Beneficiary Passes DTC eligibility validation at Contract Signature Date X(1) 53-53

'Y' = Yes
'N' = No
'U' = Undetermined
Blank = Not evaluated

 
Beneficiary SIN is Usable at Contract Signature Date X(1) 54-54

'Y' = Yes
'N' = No
Blank = Not evaluated

 
Holder(s) SIN is Usable at Contract Signature Date X(1) 55-55

'Y' = Yes
'N' = No
Blank = Not evaluated

 
Remaining Balance on Contract X(1) 56-56

'Y' = Yes
'N' = No
Blank = Not evaluated

Reported on "Closed" Contracts only
Current Reason for Change of Contract Status X(2) 57-58

01 - Unresolved Transfer
02 - More than 365 days from contract signature date
03 - DTC is No
04 - DTC is Yes
05 - Residency is No
06 - Residency is Yes
07 - Residency Reinstated
08 - ITA Violation
09 - HRSDC Request
10 - Contract Closure Request
11 - Contract Registration Request

 
Current Transfer Status X(1) 59-59

Blank - No transfer action
1 - Awaiting Transfer
2 - Transfer cancelled
3 - Transfer resolved

 
Current Residency Eligibility Of Beneficiary X(1) 60-60 'Y' = Yes
'N' = No
'U' = Undetermined
Blank = Not evaluated
 
Current DTC Eligibility Of Beneficiary X(1) 61-61 'Y' = Yes
'N' = No
'U' = Undetermined
Blank = Not evaluated
 
Current Beneficiary SIN Usability X(1) 62-62 'Y' = Yes
'N' = No
Blank = Not evaluated
 
Current Holder(s) SIN Usability X(1) 63-63 'Y' = Yes
'N' = No
Blank = Not evaluated
 

Send any comments and/or questions to:

  • Canada Disability Savings Program – HRSDC
  • CDSP Electronic Services Section
  • 140 Promenade du Portage, Mailstop : Bag 4
  • Phase IV, Gatineau, Quebec
  • K1A 0J9
  • Phone: 1-888-276-3632
  • E-mail: rdsp-reei@hrsdc-rhdcc.gc.ca
  • Subject line: CDSP Interface Transaction Standards, Version 2.1 Amendments
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