Retrieving rejected individual records

Retrieving rejected individual records

The downloadable file of rejected records will be available in both My Business Account and Represent a Client. We will only notify you of any rejected individual records by email. Make sure to provide us with a valid email address of the contact person for your tax-free savings account (TFSA) RZ program account.

You can download rejected records using the “Download rejected TFSA individual records” service at:

• My Business Account, if you are the business owner
• Represent a Client, if you are an authorized employee or representative

Topics

• Error codes and descriptive messages for Tax-Free Savings Account rejected individual records
  A list of error codes and related message.
• What could cause a return or an individual record to be rejected
  Negative amounts, blank fields, invalid date format.
• Process to change name / date of birth information for financial institutions
  Process and documentation required to correct Code 11, Code 37 and Code 72 on individual record.
• How to resubmit individual records that were rejected
  How to correct errors on individual records, large scale errors.