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 Counsellor for information regarding the Private Client mailing schedule.

Tax Receipts

Receipt Type	Expected Mailing Dates
Tax Packages	Mailed by February 29, 2012
Remainder of Year 2011 Contribution Receipts	Included with the Year-End Statement* Where no statement is produced, receipts will be mailed by February 09, 2012
1st 60-Days RRSP Contribution Receipts
for purchases made from January 1 to February 3, 2012	Mailed by February 13, 2012
for purchases made from February 6 to February 10, 2012	Mailed by February 15, 2012
for purchases made from February 13 to March 2012	Mailed daily starting February 13, 2012
T4RSP / T4RIF / Relevé 2	Included with the Year-End Statement* Where no statement is produced, T4 mailings will be mailed by February 09, 2012

Year-End Statements

Statement mailings for Optima Strategy and Evolution Private Managed Portfolios will be completed by January 31, 2012.

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)
2011 Management Report of Fees Paid
2011 Capital Gain and Loss Report