Bene-D-Duct
will issue to you a
quarterly report (aligned to your fiscal year end)
indicating the activity and cash flow occurring within your Accumulation Account.
The report will show: |
 |
Balance Forward
of your Accumulation Account from previous quarter |
|
Contributions
received during quarter |
|
Reimbursement Cheques
issued during quarter |
|
Administration Fees
deducted during quarter, with full details by type of fee |
|
Applicable Taxes
deducted during quarter, with full details by type of tax |
|
Balance Remaining
in your Accumulation Account at end of quarter
|
This quarterly report will show the amount of GST or HST paid by you for the operation of your
Self-Directed Benefit Plan
TM
, which you may be able to claim back from your respective governments when you file your sales tax return.
At year end
Bene-D-Duct
will also issue to you a
receipt for the total contributions made during the year
that you may use when completing your income tax returns. |
Employee Changes
