CDSP Interface Transaction Standards, Version 2.2
Disclaimer: RDSP issuers
The information contained on this page is technical in nature and is intended for Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant (grant) and Canada Disability Savings Bond (bond) issuers. For general information, visit the RDSP section.
Consult this page frequently for newer versions. The following laws and regulations take precedence over information contained in InfoCapsules in the event of discrepancies:
- Income Tax Act
- Canada Disability Savings Act
- Canada Disability Savings Regulations
Official Title: CDSP Interface Transaction Standards, Version 2.2
Information Bulletin
- Number:
- CDSP/ PCEI -2010/11-006-045
- Date:
- Dec 29, 2010
- Subjet:
- Notice #045 - CDSP Interface Transaction Standards, Version 2.2
This Information Bulletin provides information on the attached new release of the CDSP Interface Transaction Standards (ITS) version 2.2 dated Dec 2010.
Modifications to English version 2.1 of the ITS pertaining to the implementation of Registered Disability Savings Plan (RDSP) Rollovers and Rollover Reversals in July 2011 are documented below.
Section: Cover
Page:
Amend:
From:
- Version Number: 2.1
Version Date: July 2010
To:
- Version Number: 2.2
Version Date: December 2010
Section: 3.2 Record Format Over
Page: 9
Amend:
From:
- Financial transactions such as Contributions, Requests for Grant or Bond, Grant/Bond Repayment and reversal, Disability Assistance Payments (DAP), Lifetime Disability Assistance Payments (LDAP) and their reversals and Contribution corrections.
To:
- Financial transactions such as Contributions, Requests for Grant or Bond, RDSP Rollover and reversal, Grant/Bond Repayment and reversal, Disability Assistance Payment (DAP), Lifetime Disability Assistance Payment (LDAP) and their reversals and Contribution corrections.
Section: 4.4 Financial Transactions
Page: 7
Add:
- Rollover
- Rollover Reversals
Section: 4.4.3 Record Type "401", RDSP Rollover and RDSP Rollover Reversal Transaction Types
Pages: 8 & 9
Add:
- Entire Section
Section: 5.2 Transaction Processing Report
Page: 12
Add:
- RDSP Rollover Reversal - Authorized Agent submitted financial transaction releasing grant for previously submitted contributions.
Section: 6.3 Logical Record Types
Page: 15
Add to table:
- RDSP Rollover (08)
- RDSP Rollover Reversal (09)
Section: 7.1 Record Type "001" Header Record
Page: 21
Amend:
Data Version Field
From:
- "02.1"
To:
- "02.2"
Section: 7.1.1 Record Type "001" Validation Rules
Page: 22
Amend:
Data Version Field
From:
- Data Version must be '01.1', '01.2', '02.0' or '02.1'.
To:
- Data Version must be '01.1', '01.2', '02.0', '02.1' or '2.2'.
Section: 7.7 Record Type "401" – Financial Transactions
Page: 56
Amend:
From:
- ten (10)
To:
- twelve (12)
Add:
- "08" – RDSP Rollover, "09" – RDSP Rollover Reversal
Section: 7.7.5 Record Type "401-08" Financial Transaction – RDSP Rollover
Pages: 74 & 75
Add: Entire Section
Section: 7.7.5.1 Record Type "401-08" Validation Rules
Pages: 75 - 77
Add: Entire Section
Section: 7.7.6 Record Type "401-09" Financial Transaction – RDSP Rollover Reversal
Page: 78
Add: Entire Section
Section: 7.7.6.1 Record Type "401-09" Validation Rules
Pages: 78 - 80
Add: Entire Section
Section: 7.7.9 Record Type "401-20" Financial Transaction – DAP
Page: 88
Add: DAP RDSP Rollover Amount Fields
Section: 7.7.9.1 Record Type "401-20" Validation Rules
Page: 90
Add: DAP RDSP Rollover Amount Validation Rules
Section: 7.7.10 Record Type "401-21" Financial Transaction – LDAP
Page: 91
Add: LDAP RDSP Rollover Amount Fields
Section: 7.7.10.1 Record Type "401-20" Validation Rules
Page: 94
Add: LDAP RDSP Rollover Amount Validation Rules
Section: 9.0 Record Type "901" – Transaction Processing Report
Pages: 109 & 110
Amend:
Data Element Name, Description and Notes for Refusal Reason Field
Add to Description in Transaction Origin Field - '13'- Re-adjudication due to Rollover reversal
Section: 11.0 Record Type "951" – Contract Status Report
Page: 114
Add: Data Element – "Contract Registration is Rollover Compliant" and related Description and Notes
Section: 13.2 – Appendix A Transaction Error Codes
Pages: 118 - 120
Add: Error Codes - 8113, 8262, 8263, and 8308
Section: 13.4 – Appendix A RDSP Rollover Issues
Page: 121
Add: Entire Section
Section: 17.0 – Appendix E Abbreviations, Acronyms and Definitions
Page: 134
Add: RDSP Rollover Definition
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 2.2 Modifications
- CDSP contact form
Page details
- Date modified: