Notice #984 - Canada Education Savings Program Interface transaction standards, version 5.9
Information bulletin
Number: CESP/PCEE-2022/23-006-984
Date: February 24, 2023
Subject: Canada Education Savings Program (CESP) Interface transaction standards (ITS), version 5.9
Purpose
This information bulletin details the CESP ITS, version 5.9 dated March 1, 2023.
CESP ITS version 5.9 updates
| Section | Action | Description |
|---|---|---|
| Various sections | Remove | Removed references to Saskatchewan Advantage Grant for Education Savings (SAGES) and transactions 410‑30, 410‑31 and 910. |
| Various sections | Replace | Replaced the word ‘sex’ with the word ‘gender’. |
| 4.5 Record type 410 –SAGES transaction | Remove | Record type 410 – SAGES transaction. |
| 5.3 Record types 900, 910 and 911 - Transaction processing report | Remove | In the case of the record type 910, the payment requisition flag is set to ‘yes‘ if the 910 record is for a payment or repayment of SAGES or a cancellation of SAGES. When the 910 record is for the SAGES portion of an Educational Assistance Payment (EAP), transfer or termination adjustment, there is no money moving between the promoter and the CESP so the payment requisitioned flag would be set to ‘no‘. The promoter can then reconcile all transactions with the flag set against the payment received from the CESP. |
| 5.3 Record types 900, 910 and 911 - Transaction processing report | Remove | Financial transactions confirmed by record type 910:
Note: A single record type 910 is used to confirm a SAGES request or cancel SAGES request. One record type 900 and 1 record type 910 are reported together for the same financial transaction for cases where the SAGES EAP amount or SAGES amount is greater than 0 or a contribution is being reversed that was previously paid SAGES. |
| 7.5 Record type 200 – Beneficiary/subscriber information | Add | Updated the data element name from ‘sex’ to ‘gender’ and added:
|
| 7.6 Record type 400 – Financial transaction | Discontinue | SAGES amount and SAGES EAP amount. |
| 7.6.1 Record type 400 validation rules | Remove | 7040 - Transaction date must be on or after January 1, 2013 if transaction type is 19, 21, 22 or 23 and SAGES amount is greater than 0. Transaction date must be on or after January 1, 2013 if transaction type is 13 and SAGES EAP amount is greater than $0. 1016 - Specimen plan must be approved for SAGES if transaction type is 13 and SAGES EAP amount is greater than 0. The Specimen plan must be approved for SAGES if transaction type is 19, 21, 22 or 23 and SAGES amount is greater than 0. |
| 7.6.1 Record type 400 validation rules | Discontinue | SAGES amount and SAGES EAP amount. |
| 7.7 Record type 410 – SAGES transaction | Remove | Record type 410 SAGES transaction. |
| 7.13 Record types 900, 910 and 911 – Transaction processing report | Remove | Record type 910. |
| Appendix A – Transaction error codes | Remove | 1016 - Specimen plan is not approved for SAGES. 5035 - No valid SAGES request received on the contribution. 7040 - Transaction date must be on or after January 1, 2013. |
| Appendix A – Refusal reasons | Remove | O - Late SAGES request. |
| Appendix D – Record type 400 data elements | Remove | SAGES amount and SAGES EAP amount. |
Contact us
If you have any questions regarding this notice, please contact us:
- by using our online contact page
- by phone at 1‑888‑276‑3624
- by e-mail at cesp‑pcee@hrsdc‑rhdcc.gc.ca
Our business hours are from 8 am to 5 pm, eastern time.
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