Please accept the terms and conditions before continuing:
[gateway-attention-terms]
[gateway-attention]
THIS SITE IS INTENDED FOR CANADIAN INSTITUTIONAL INVESTORS ONLY. IT IS NOT INTENDED FOR THE GENERAL PUBLIC OR FOR INVESTORS THAT DO NOT RESIDE IN CANADA BY ACCEPTING THIS TERMS OF USE AGREEMENT, YOU CONFIRM THAT YOU ARE ENTITLED, UNDER THE SECURITIES LEGISLATION OF YOUR PROVINCE OF RESIDENCE, TO PURCHASE SECURITIES WITHOUT THE BENEFIT OF A PROSPECTUS BECAUSE YOU ARE (I) AN “ACCREDITED INVESTOR” WITHIN THE MEANING OF NATIONAL INSTRUMENT 45-106 PROSPECTUS AND REGISTRATION EXEMPTIONSAND/OR (II) A “PERMITTED CLIENT” WITHIN THE MEANING OF NATIONAL INSTRUMENT 31-103 REGISTRATION REQUIREMENTS, EXEMPTIONS AND ONGOING REGISTRANT OBLIGATIONS.
If you are a Canadian resident and seek information on products and services available to the general public, please visit the Franklin Templeton public website at franklintempleton.ca. If you do not reside in Canada, please visit our international websites link for assistance with products and services legally available in your place of residence.
Nothing on this Site shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such solicitation, offer, purchase or sale would be unlawful under the laws of that jurisdiction.
Please read the Terms of Use Agreement and indicate your acceptance.
Don't have an account?
Don't have an account?
We’ll mail every tax slip by March 1—and we’ll post them on franklintempleton.ca the same day they go out the door.
Sign up for online access
Simplify your tax season by self-registering for secure online access to your account.
Click the titles below for descriptions of each tax slip.
Tax Slip | Date we’ll mail & post online |
---|---|
RRSP Remainder of the Year Contribution Receipts | Starting January 6, 2021 |
First 60 Day RRSP Contribution Receipts | Daily Starting January 6, 2021 |
IRS 1099DIV* | Starting January 31, 2021 |
IRS 1099B* | Starting February 15, 2021 |
T5008/R18 | Starting February 16, 2021 |
T3/RL16 | Starting February 16, 2021 |
T5/RL3 | Starting February 16, 2021 |
NR4 | Starting February 16, 2021 |
T4RSP/RL2 | Starting February 16, 2021 |
T4RIF/RL2 | Starting February 16, 2021 |
T4A(RESP)/RL1 | Starting February 16, 2021 |
NR4/T4RIF/T4RSP/RL2/T4A(RESP)/RL1 for Estate Accounts* | Starting February 16, 2021 |
NR4 for Registered Plans* | Starting February 16, 2021 |
*These tax slips are only printed and not posted online
For investors of Registered Retirement Savings Plans (RRSPs) and Spousal Registered Retirement Savings Plans (SPRRSPs), contribution receipts are issued for new money invested. Remainder of the year contribution receipts report contributions made from March 2 to December 31, 2020.
For investors of Registered Retirement Savings Plans (RRSPs) and Spousal Registered Retirement Savings Plans (SPRRSPs), contribution receipts are issued for new money invested.
From January 1 to March 2, we’ll send a receipt each time you contribute to your Franklin Templeton Retirement Savings Plan.
If you withdrew units from your non-registered Franklin Templeton account last year, use your T5008 receipt in conjunction with your year-end statement to report 2020 capital gains or losses. If you were a Quebec resident as of December 31, 2020, your T5008 will be sufficient for reporting your gains or losses. A Relevé 18 will not be issued. The RL18 is equivalent to the T5008 and reports the same information to the Quebec Ministry of Revenue.
Issued for distributions paid to investors in 2020 from their holdings of Mutual Fund Trusts (specifically, funds other than Templeton Growth Fund, Ltd.). For investors who were Quebec residents as of December 31, 2020, a T3 and Relevé 16 will be issued.
Issued for taxable dividends paid to investors from their Franklin Templeton Corporate Class Funds and/or Templeton Growth Fund Ltd. For investors who were Quebec residents as of December 31, 2020, a T5 and Relevé 3 will be issued.
Issued to non-residents of Canada for any distributions and/or dividends paid by their fund in 2020 as well as any withholding tax that was collected at source
Issued for withdrawals made from January 1 to December 31, 2020, from the following account types:
For investors who were Quebec residents as of December 31, 2020, a T4RSP and Relevé 2 will be issued
Issued for withdrawals made from January 1 to December 31, 2020, from the following account types:
For investors who were Quebec residents as of December 31, 2020, a T4RIF and Relevé 2 will be issued.
Reports pension, retirement, annuity, or other income.
These tax slips report the contract value as of the date of the account holder’s death, and the contract value at the time of the account’s payout or transfer.
Reports amounts withdrawn by non-residents of Canada from RRSP or RRIF accounts.
This website is for Canadian residents.
This website is for Canadian residents.
Copyright © 2021 . Franklin Templeton Canada. All rights reserved.
Franklin Templeton Canada is a business name used by Franklin Templeton Investments Corp.