Detailed instructions

To get detailed instructions, choose one of the section headings from the following list:

• Section A – Identification information
• Section B – Tax shelter information
• Section C – Gifting arrangement information
• Section D – Other promoter information
• Section E – Financing information
• Section F – Entitlements to amounts or benefits
• Section G – Security deposit, investment, and insurance policy information
• Section H – Trust information
• Section I – Purchase and sale information
• Section J – Valuation and appraisal information
• Section K – Promotional and other information
• Section L – Outstanding items
• Section M – Summary of arrangements
• Section N – Undertaking to keep books and records
• Section O – Certification

Forms and publications

• Form T5001, Application for Tax Shelter Identification Number and Undertaking to Keep Books and Records