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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 additional information regarding the mailing schedule, please contact CI Client Services at 1-800-792-9355.
Year-End Statements
The mailing of all December 2009 statements and tax receipts has now been completed.
Tax Receipts
| Receipt
Type |
|
Expected
Mailing Dates |
Remainder of Year 2009 Contribution Receipts and Labour Sponsored Investment Fund (LSIF) credits for purchases between March and December 2009 |
|
Included with the Year-End Statement |
Mutual Funds
T3 / T5 / Relevé 16 / Relevé 3 |
|
Included with the Year-End Statement
Where no statement is produced, T3, T5, Relevé 16 and Relevé 3 mailings will be completed by February 22, 2010 |
Segregated Products
T3 / Relevé 16 |
|
Mailed by March 1, 2010 |
1st 60-Days Contribution Receipts and LSIF credits for January 2010 RRSP purchases |
|
Mailed by February 5, 2010 |
1st 60-Days Contribution Receipts and LSIF credits for February 2010 RRSP purchases |
|
Mailed weekly between February 5 and 19 and daily starting February 22, 2010 |
1st 60-Days Contribution Receipts and LSIF credits for March 2010 RRSP purchases |
|
Mailed daily starting March 1, 2010 |
T4RSP / T4RIF / NR4 / Relevé 2 |
|
Included with the Year-End Statement
Where no statement is produced, T4 mailings will be completed by February 22, 2010 |
RESP Accounts
T4A / Relevé 1 |
|
Included with the Year-End Statement
Where no statement is produced, T4 mailings will be completed by February 22, 2010 |
Frequently Asked Questions
1. Why haven’t I received a statement yet?
You may not receive a statement for several reasons:
- CI does not produce a statement for many accounts held in Nominee name. You will likely be receiving a statement produced by your Nominee that will report all of your investments, not just your holdings with CI.
- If your account was redeemed in full between January 1 and June 30, 2009, a Year-End statement will not be generated. Please refer to your June 30 statement for relevant tax information.
- 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 CI Client Services to update your mailing address.
- If you are the contributor on a Spousal account, you will not receive a statement. The statement will be issued to your spouse, as he or she is the account annuitant.
2. I received a statement, but my tax receipts were not included. Where are my tax receipts?
- If you have a non-registered plan that holds segregated funds, you will be receiving your T3 and Relevé 16 (if you are a resident of Québec) tax receipts in a separate mailing. All segregated fund T3 and Relevé 16 tax receipts will be mailed by the end of February.
- If you have a non-registered mutual fund plan held in Nominee name, your Nominee may have produced your statement. CI Investments will mail your T3 and Relevé 16 tax receipts to you by February 22, 2010.
3. I have more than one CI account. Why did I only receive one mailing?
In an effort to minimize the number of mailings to our investors, CI encloses multiple statements in one envelope. However, there are some circumstances that will result in more than one statement mailing:
- If you are receiving a Portfolio Series, Portfolio Select Series, or Private Managed Asset statement, it will be mailed separately from the mutual fund statements.
- A statement issued on an In Trust For account or a Joint account will be mailed separately from any account statements registered solely in your name.
- Segregated fund statements will be mailed separately from mutual fund statements.
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