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2016 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 Assante Service Center at 1-800-268-3200.

Tax Receipts

Receipt Type

Expected Mailing Dates

Remainder of Year 2016 Contribution Receipts

January 6, 2017

1st 60-Days Contribution Receipts

  • for January 2017 RRSP deposits
  • Mailed by February 3, 2017
  • for February 2017 RRSP deposits
  • Mailed weekly between February 9 and February 24, 2017
  • for March 2017 RRSP deposits
  • Mailed daily beginning on March 1, 2017

T4RSP / T4RIF / NR4 / T4A /Relevé 1 / Relevé 2 / Relevé 3

Week of February 10, 2017

T3 / Relevé 16 (income and capital gains from trust units)

Mailed by March 27, 2017

T5013 / Relevé 15 (income from limited partnership units)

Mailed by March 27, 2017

T5 / Relevé 3 (investment income in non-registered accounts)

Week of February 10, 2017

Year-End Statements

Year-end statements will be mailed to clients by the end of January 2017.

Frequently Asked Questions

  1. Why haven’t I received a statement yet?

    If we have received returned mail for your account, your address status may be inactive. As a result, your statement will not be mailed. Please contact your Assante Advisor to update your mailing address.

    You will not receive a statement if you are the contributor on a Spousal RRSP. The statement will be issued to your spouse, as he or she is the account annuitant.

    Additionally, you may have elected to receive your account information online when you registered for Assante InvestorOnline. An e-mail notification will be sent to the address used during registration informing you that your document is ready to view and/or print. Please note that any documents that were selected to be received online will not be mailed.
     
  2. Why haven’t I received any tax receipts?

    If we have received returned mail for your account, your address status may be inactive. As a result, we will not mail your tax receipts until your address is updated. Please contact your Assante Advisor to update your mailing address.

    Additionally, you may have elected to receive your account information online when you registered for Assante InvestorOnline. An e-mail notification will be sent to the address used during registration informing you that your document is ready to view and/or print. Please note that any documents that were selected to be received online will not be mailed.
     
  3. Where do I get capital gain and loss information on mutual funds/securities?

    We have requested that all fund companies send out year-end statements for non-registered accounts. Information for determining your capital gains and losses on mutual fund trades for 2016 can be obtained from the fund company statements.

    Capital gains and losses on securities are calculated using the transactions of individual securities on your statement.

    You are required to include any gains or losses on your annual tax return for all non-registered accounts. If you are not sure how to obtain this information, please contact your Assante Advisor.
     
  4. Why does my Assante statement differ with statements I received from fund companies?

    Assante statements include transactions that have been sent by the fund company and posted in the system by the third business day of the next month.

    For example: If a fund pays a dividend on December 31 and has settled by January 2, it will be reflected on your Q4 statement. Any transactions that were received after the third business day will be reported on your next statement.