Year-End Statement and Tax Receipt Mailing Schedule
The Year-End Statement and Tax Receipt Mailing Schedule is outlined below for your reference. Please note that the dates provided are subject to change. For current information regarding the mailing schedule, please contact the United Financial Service Centre at 1-888-664-4784.
If you are part of the Private Client program, please contact your Investment Counselor for information regarding the Private Client mailing schedule.
Tax Slips
| Slip Type | Mailing Deadline |
|---|---|
|
Tax Packages |
Mailed by March 2, 2020 |
|
Remainder of Year 2019 Contribution Receipts |
Included with the Year-End Statement* Where no statement is produced, receipts will be mailed by January 31, 2020 |
|
1st 60-Days RRSP Contribution Receipts |
|
|
• for purchases made from January 2 to January 31, 2020 |
Mailed by February 7, 2020 |
|
• for purchases made from February 1 to February 14, 2020 |
Mailed weekly |
|
• for purchases made from February 18 to March 2, 2020 |
Mailed daily |
|
T4RSP / T4RIF / Relevé 2 |
Included with the Year-End Statement* Where no statement is produced, T4 mailings will be completed by February 7, 2020 |
Year-End Statements
Statement mailings for Evolution Private Managed Portfolios are expected to be completed by the beginning of February 2020.
Statement mailings for Optima Strategy are expected to be completed by the end of February 2020.
Frequently Asked Questions
1. Why haven’t I received a statement yet?
You may not receive a statement for the following reasons:
•If you are an InvestorOnline client and opted to access your statement online, you will not receive a statement by mail.
•If your address has changed and we have received returned mail for your account, your address status may be inactive. Consequently, a statement will not be produced. Please contact the United Financial Service Centre to update your mailing address.
2. I received a statement, but my tax receipts were not included. Where are my tax receipts?
•Some tax receipts for registered accounts are included with your year-end statement. If you have a registered plan held in Nominee name, your Nominee may have produced your tax receipts.
•For non-registered accounts, please refer to your United Financial Tax Package. Your Tax Package is sent separately from your year-end statement.
3. What is included with my United Financial Tax Package?
Your United Financial Tax Package may include:
•Statement of Investment Income (T5 Slips/ Relevé 3)
•Statement of Trust Income Allocations and Designations (T3 Slips/ Relevé 16)
•Statement of Amounts Paid or Credited to Non-Residents of Canada (NR4)
•T5008 Statement of Securities Transactions*
•2019 Capital Gain and Loss Report
•2019 Management Report of Fees Paid
* T5008s will be included in the tax package for client-held accounts. For nominee accounts, T5008s will be mailed seperately by the nominee.