Interface Transaction Standards: Record Type "981" Beneficiary DTC Eligibility File
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12.0 Beneficiary DTC Eligibility File
Commencing in February 2015, the CDSP system will extract and send to the authorized agents, via the Record Type “981” – Beneficiary DTC Eligibility file (.dtc), all updated Beneficiary DTC eligibility information for contracts with a status of pending (having passed SIR validation) or registered as provided by CRA. The Record Type “981” provides a monthly update to a change of status for all beneficiary DTC eligibility profiles beginning from the year of the contract signature date to the year the file is produced.
The Beneficiary DTC Eligibility file will consist of the following:
- A header record – Type “001”.
- A series of yearly Beneficiaries DTC eligibility - Record Type “981”.
- A trailer record – Type “999”.
PURPOSE: To provide the authorized agent with the beneficiary DTC profile to assist in the administration of the AHA calculations, repayments and DTC elections, as well as enabling the provision of guidance to beneficiaries and holders pertaining to their RDSP. The authorized agents may also use the DTC file as a reference in the processing of contract registration, grant and/or bond requests and rollovers.
12.1 Record Type “981” Record Component Layout – Data Elements
Implementation Date – February 2015
|Data Element Name||Type Size||Trxn Posn||Description||Notes|
|Record Type||X(3)||1-3||"981"- Beneficiciary DTC Eligibility|
|Issuer BN||X(15)||4-18||BN of the current issuer of the specimen plan/contract associated to the beneficiary.|
|Specimen Plan||X(7)||19-25||Specimen Plan approval number as reported.||Assigned by CRA.|
|Contract Number||X(15)||26-40||Contract Number as reported.|
|Beneficiary SIN||X(9)||41-49||Beneficiary Social Insurance Number.|
|Beneficairy DTC Eligibility Year||X(4)||50-53||Year of Beneficiary’s DTC eligibility.||Format: YYYY|
|Beneficiary DTC Eligibility Status||X(1)||54||‘U’ = Undetermined
‘Y’ = Yes
‘N’ = No
|Beneficiary’s DTC eligibility for the specified year.|
|Beneficiary DTC ‘Undetermined’ Reason||X(1)||55||
1- No beneficiary match at CRA.
2- DTC application in progress or under appeal.
3- No DTC application received at CRA.
Blank if DTC eligibility ‘N’ or ‘Y’
|Includes any changes in ‘Undetermined’ Reason for a Beneficiary already U = ‘Undetermined’.|
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