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.
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 |
|
Contract Information passes transaction validation | X(1) | 46-46 |
'Y' = Yes |
|
Contract information passes 60 day rule | X(1) | 47-47 |
'Y' = Yes |
|
Contract information contains Minimum Information Requirements | X(1) | 48-48 |
'Y' = Yes |
|
Beneficiary SIN passes Identity Validation at SIR | X(1) | 49-49 |
'Y' = Yes |
|
Holder(s) SIN passes Identity Validation at SIR | X(1) | 50-50 |
'Y' = Yes |
|
Current contract is Waiting for a Transfer to occur | X(1) | 51-51 |
'Y' = Yes |
|
Beneficiary Passes Residency validation at Contract Signature Date | X(1) | 52-52 |
'Y' = Yes |
|
Beneficiary Passes DTC eligibility validation at Contract Signature Date | X(1) | 53-53 |
'Y' = Yes |
|
Beneficiary SIN is Usable at Contract Signature Date | X(1) | 54-54 |
'Y' = Yes |
|
Holder(s) SIN is Usable at Contract Signature Date | X(1) | 55-55 |
'Y' = Yes |
|
Remaining Balance on Contract | X(1) | 56-56 |
'Y' = Yes |
Reported on "Closed" Contracts only |
Current Reason for Change of Contract Status | X(2) | 57-58 |
01 - Unresolved Transfer |
|
Current Transfer Status | X(1) | 59-59 |
Blank - No transfer action |
|
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
- CDSP contact form
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