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Trustee

Use the keyword Trustee to enter the last name of the trustee who is the legal title holder to property in trust for trust beneficiaries.

The trustee is also an executor, administrator, assignee, receiver, or liquidator who owns or controls property for some other person.

Secondary keywordFirst-Name.tr

First-Name.tr first name of trustee

Secondary keywordBusiness-Name.tr

Business-Name.tr Business name

Secondary keywordDesignation.tr

Use the keyword Designation.tr to specify the way you want to address the trustee on the client letter. You can enter any designation or title you wish printed including Ms., Dr., and Prof., among others.

The following options are applicable for the keyword Designation.tr.

  • Mr.

  • Mrs.

  • Ms.

  • Miss

  • Other (specify)

    • Secondary keywordTitle

    Use the keyword Title to enter the position or title of the trustee.

    The following options are applicable for the keyword Title.

  • Trustee

  • Executor

  • Liquidator

  • Administrator

  • Legal representative

  • Custodian

    • Keyword in subgroupAddress

    Use the keyword Address to enter the trustee's address in Canada or abroad.

    The following options are applicable for the keyword Address.

  • Trustee's address

  • Mailing address (if different than trustee's)

  • Address on last year's return

  • Address of books and records

    • Secondary keyword in subgroupCare-of

    The name of the firm or person entered in Care-of will appear as the first item in the mailing address when it is printed on the return.

    Secondary keyword in subgroupStreet

    Use the keyword Street to enter the civic number and name of the street.

    Secondary keyword in subgroupSuite

    Use the keyword Suite to enter a suite number.

    If you do enter a suite number, DT Max will print the hash sign "#" and the number. Otherwise, DT Max will not print anything.

    Do not enter the word "SUITE" or the hash sign "#" itself. If a suite number is available, enter the number only.

    Secondary keyword in subgroupCity

    Use the keyword City to enter the name of the city.

    Secondary keyword in subgroupProvince

    Use the keyword Province to enter the name of the province.

    The following options are applicable for the keyword Province.

  • Newfoundland and Labrador

  • Prince Edward Island

  • Nova Scotia

  • New Brunswick

  • Quebec

  • Ontario

  • Manitoba

  • Saskatchewan

  • Alberta

  • British Columbia

  • Yukon

  • Northwest Territories

  • Nunavut

    • Secondary keyword in subgroupPostal-Code

    Use this keyword to enter the postal code. DT Max will ensure that it is printed in the correct format (A1B 2C3) on the tax return.

    Secondary keyword in subgroupState

    Use the keyword State to enter the name of the state.

    Secondary keyword in subgroupZip-Code

    Use the keyword Zip-Code to enter the U.S.A. zip code.

    Secondary keyword in subgroupFor-Post-Code

    Use the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.

    Secondary keyword in subgroupCountry

    Use the keyword Country to enter the name of the country if other than Canada.

    Secondary keyword in subgroupTelephone

    Use the keyword Telephone to enter the home phone number.

    Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter.

    Secondary keyword in subgroupPhone-Office

    Use the keyword Phone-Office to enter the phone number at the office.

    Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter. Given the wide range of possibilities respecting area codes, locals, extensions, etc., it is next to impossible to verify the phone numbers without being too exclusionary.

    Secondary keyword in subgroupFax

    Use the keyword Fax to enter the fax number to which documents may be sent.

    Secondary keyword in subgroupEmail

    Use the keyword Email to enter the electronic mailing address.

    This entry is for information purposes only and does not appear anywhere on the tax return.

    Secondary keywordSIN.tr

    Use the keyword SIN.tr to enter the social insurance number of the trustee.

    Secondary keywordNEQ.tr

    NEQ.tr Quebec enterprise number (NEQ) of the firm

    Secondary keywordCustodian-Acct

    Use the keyword Custodian-Acct to enter the custodian account number which is used to monitor the balance of the refundable tax on hand for the RCA trust.

    Keyword in subgroupOther-Trustee

    Use the keyword Other-Trustee to enter the last name of the other trustee who is the legal title holder to property in trust for trust beneficiaries.

    The trustee is also an executor, administrator, assignee, receiver, or liquidator who owns or controls property for some other person.

    Secondary keyword in subgroupFirst-Name

    First-Name first name

    Secondary keyword in subgroupTitle.t

    Use the keyword Title to enter the position or title of the trustee.

    The following options are applicable for the keyword Title.t.

    Secondary keyword in subgroupSIN.t

    Use the keyword SIN.t to enter the social insurance number of the trustee.

    Secondary keyword in subgroupStreet

    Use the keyword Street to enter the civic number and name of the street.

    Secondary keyword in subgroupSuite

    Use the keyword Suite to enter a suite number.

    If you do enter a suite number, DT Max will print the hash sign "#" and the number. Otherwise, DT Max will not print anything.

    Do not enter the word "SUITE" or the hash sign "#" itself. If a suite number is available, enter the number only.

    Secondary keyword in subgroupCity

    Use the keyword City to enter the name of the city.

    Secondary keyword in subgroupProvince

    Use the keyword Province to enter the name of the province.

    The following options are applicable for the keyword Province.

    Secondary keyword in subgroupPostal-Code

    Use this keyword to enter the postal code. DT Max will ensure that it is printed in the correct format (A1B 2C3) on the tax return.

    Secondary keyword in subgroupState

    Use the keyword State to enter the name of the state.

    Secondary keyword in subgroupZip-Code

    Use the keyword Zip-Code to enter the U.S.A. zip code.

    Secondary keyword in subgroupFor-Post-Code

    Use the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.

    Secondary keyword in subgroupCountry

    Use the keyword Country to enter the name of the country if other than Canada.

    Secondary keyword in subgroupTelephone

    Use the keyword Telephone to enter the home phone number.

    Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter.

    Secondary keyword in subgroupPhone-Office

    Use the keyword Phone-Office to enter the phone number at the office.

    Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter. Given the wide range of possibilities respecting area codes, locals, extensions, etc., it is next to impossible to verify the phone numbers without being too exclusionary.

    Secondary keyword in subgroupFax

    Use the keyword Fax to enter the fax number to which documents may be sent.

    Secondary keyword in subgroupEmail

    Use the keyword Email to enter the electronic mailing address.

    This entry is for information purposes only and does not appear anywhere on the tax return.

    Keyword in subgroupContact-Person.tr

    Contact-Person.tr person to contact about the T3-RCA return

    The following options are applicable for the keyword Contact-Person.tr.

  • Custodian

  • Accountant

  • Other (specify)

    • Secondary keyword in subgroupTelephone.cp

    Telephone.cp telephone number of contact person

    Secondary keywordSign-Date

    Use the keyword Sign-Date to enter the date the trust return should be signed by an authorized person.