e-Documents

Now available on MemberDirect Online Banking, e-Documents!

You can now access the following tax-related documents through MemberDirect Online Banking.

  • Statement of Investment Income (T5)
  • Registered Retirement Savings Plan Receipt (RT_RCPT)
  • Statement of RRSP Income (T4RSP)
  • Statement of Income from a Registered Retirement Income Fund (T4RIF)
  • Statement of Amounts Paid or Credited to Non-Residents of Canada (NR4E)
To view these documents, simply log into MemberDirect or Small Business MemberDirect and (under My Accounts in the left side navigation) select View e-Documents.


When will the new tax year’s slips be available? Expand/Collapse

  1. 305 day RSP receipts are scheduled to become available in (approximately) the 3rd week of January
  2. Government slips (ie T5, NR4s, etc) are scheduled to become available after the end of February.
  3. 60 day RSP receipts are scheduled to become available in (approximately) the 2nd week of March


If an amendment is required and processed, how long after will the slip be available online? Expand/Collapse

Only original slips/receipts are loaded to e-Documents at this time.

Why aren’t joint owners able to view the tax slips? Expand/Collapse

Tax slips can only be viewed in MemberDirect by the Tax Owner of the account. If the Tax Owner needs a slip, he/she will need to log into their MemberDirect Online Banking to access the slip.

I expected to find another slip in my e-Documents. Why isn’t it there? Expand/Collapse

Currently only the above mentioned slips are available through e-Documents. More may be added in the future but until then, you’ll need to contact the issuing organization to receive a copy of the expected slip.
 

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