To help you organize your paperwork and know more about timelines, we’ve created a table to list the different types of tax receipts and slips we prepare, and when they’re available online, and sent out in the mail.
In addition, to answer some of your questions, the Canada Revenue Agency (CRA) has put together this listing of tax slips that includes:
- descriptions of income each tax slip represents
- information about why you need to include them when preparing your annual tax return
Tax receipts and slips schedule
Group retirement and VIP Room plan members
| Tax document | Available online or by mail | Expected mailing date or online availability date |
|---|---|---|
| Group RRSP contribution receipt | ||
| RRSP contribution between March 2021 to December, 2021 | Available online | Week of February 7, 2022 |
| Group RRSP contribution between March 2021 to December, 2021 | Available by mail | Week of February 28, 2022 |
| Group RRSP contribution before March 01, 2022 (first 60 days) | Available online | Week of March 28, 2022 |
| Group PRPP/VRSP contribution receipt | ||
| Group PRPP/VRSP contribution between March 2021 to December 2021 | Available online | Week of February 7, 2022 |
| Group PRPP/VRSP contribution before March 01, 2022 (first 60 days) | Available online | Week of April 4, 2022 |
| RPP contributions show on the employer’s T4 | ||
| RPP contributions show on the employer’s T4 | ||
| Tax slips | ||
| T10 | Available by mail only | Week of January 31, 2022 |
| T5008, RL18 | Available by mail only | Week of February 14, 2022 |
| T5, RL3 | Available by mail only | Week of February 21, 2022 |
| T4A, RL2, T4RIF, T4RSP, T4PS, RL25, T4A-NR | Available by mail only | Week of February 28, 2022 |
| T3, RL16 | Available by mail only | Week of March 7, 2022 |
| T3, RL16 (VIP Room) | Available by mail only | Week of March 14, 2022 |
| NR4 (VIP Room) | Available by mail only | Week of March 14, 2022 |
| NR4 | Available by mail only | Week of March 21, 2022 |
| New – Combined T5008/RL18 slip – Quebec residents | ||
| To reduce the number of slips received by Quebec resident account holders, Revenue Quebec (RQ) has collaborated with the Canada Revenue Agency and introduced a new combined T5008/RL18 slip for Quebec residents only. | ||
| Note: The T5008 and RL18 slip boxes are not populated. The summary page reports the disposition information for boxes 14-21 as per Revenue Quebec requirements. | ||
Insurance plan holders
(Note: Customers with insurance through an ‘affinity group’ (e.g., professional or alumni association, retiree organization, financial institution or retailer), can find tax slips at the bottom of this table.)
| Tax document | Available online or by mail | Expected mailing date or online availability date |
|---|---|---|
| RRSP contribution receipt | ||
| RRSP contribution between March 2021 to December, 2021 | Available by mail only | Mailing dates range from January through early March (e.g., January 24 – March 15) |
| RRSP contribution before March 01, 2022 (first 60 days) | Available by mail only | March 18 – 28, 2022 |
| Tax slips | ||
| T5, RL3 | Available by mail only | February 3 – 15, 2022 |
| T4 RSP | Available by mail only | February 8 – 14, 2022 |
| T4A | Available by mail only | February 14, 2022 |
| LCL | Available by mail only | March 1, 2022 |
| T5 NR4 | Available by mail only | February 28 – March 14, 2022 |
| T3 NR4 | Available by mail only | March 4 – 15, 2022 |
| T3, RL16 | Available by mail only | March 4 – 15, 2022 |
| Tax slips for Affinity group plan members (including health and dental) | ||
| (Note: These tax slips are for ‘affinity group’ plan members. An affinity group is a professional or alumni association, retiree organization, financial institution, retailer, or other specialty group to which you belong – and through which you purchased your insurance.) | ||
| T4A | Available by mail only | February 28, 2022 |
| T5 | Available by mail only | February 28, 2022 |
March 1, 2022
Your 2021 RRSP contribution deadline (11:59 pm EST)
May 2, 2022
This year’s deadline to file your 2021 tax return
If your accounts or investments are with Manulife Bank, you’ll find tax filing dates and more information at the below link:
Manulife Securities or Manulife Investment Management
If your investments are through Manulife Securities or Manulife Investment Management, you’ll find your tax information at one of the links below:
Checklist
Get documentation ready, such as your:
- previous year’s tax return(s)
- previous year’s Notice of Assessment
- documentation, including receipts, to support claims for deductions or credits (i.e., RRSP contributions, medical expenses, charitable or political donation receipts)
- carry forward amounts from previous tax years
- tax installment payments
The Canadian tax system makes hundreds of deductions and credits available. We recommend you seek the advice of a professional who can look at your specific situation to help you minimize your tax liability.
Get easy access to your tax documents with Manulife ID
Set up your ID and connect your group retirement account to:
- access your tax documents conveniently
- see your savings totals and statements
- send documents easily and securely
- check how your investments are doing
Need help setting up your Manulife ID? Our video and FAQ on the Manulife ID support page explains how to get that done.
* Some tax receipts and slips are sent out by regular mail only. Our schedule (above) lists expected availability timelines and mailing dates for each slip.
Group retirement plan members
Sign in and find your receipts and slips at:
manulife.ca/GRO > My account > Duplicate tax receipts/slips
You can also contribute to your RRSP at:
manulife.ca/GRO > My account
(Deadline to contribute – March 1, 2022 11:59 pm EST)
VIP Room – Group retirement plan members
Sign in and find your receipts and slips at:
manulife.ca/GRO > VIP Room under View Your Holdings > RRSP contributions
You can also contribute to your RRSP at:
manulife.ca/GRO > VIP Room > Manage your plan
(Deadline to contribute – March 1, 2022 11:59 pm EST)
Affinity, alumni, professional and retail members
Sign in to our SecureServe® portal, where you will find your 2021 Health and dental premium receipt (under the payment section).
If you have questions about your 2021 Health and dental premium receipt, you can contact us by going to the Manulife site, logging in and clicking on "Send note". Or, you can email us at more_info@manulife.com.
Grow your savings and pay less tax
When you contribute to your RRSP, you benefit now – and in the future. It’s a win-win.
- Lower your taxes today
- Invest for tomorrow
- Grow your money and defer taxes
Learn how to make your money go further, faster
Contribute to your RRSP today
Your income tax refund may help you reach financial goals. Learn more.
You’ll need to set up a Manulife ID in order to access your group retirement account.
You’ll need to have your Customer number handy. You can find your unique customer number on your welcome letter or a recent statement.
- Go to manulife.ca/GRO and click Sign in
- Set up your Manulife ID
- Connect your Group Retirement account
Need help setting up your Manulife ID? You can find additional information – including FAQ, a step-by-step video, and a how-to flyer at manulife.ca/membersupport.
- Sign in with your Manulife ID and select your Group Retirement account
- Go to ‘My Profile’ and click ‘Change communication preference'.
If you need to update your address, simply update and submit your information online if your plan allows. Otherwise, call 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.
You can sign in to the secure site to confirm your personal details.
- Sign in with your Manulife ID and select your Group Retirement account
- Go to ‘My Profile’ menu and select ‘View my Member Information’ under ‘Member Information’
If you need to update your address, simply update and submit your information online if your plan allows. Otherwise, call 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.
Ongoing contribution
Put a specific amount of money in your plan more than once, based on a regular schedule (weekly, monthly, etc.).
If your plan lets you contribute online ...
Use your Manulife online account (best choice for all plans)
Each contribution must be at least $25.
- Sign in
- Go to My Profile → Add/Change Banking Information to make sure your banking information is up to date.
- Go to My Account → Start Ongoing Contribution.
- If you added or changed banking information in Step 2:
- Fill out a Payer authorization for pre-authorized debit plan (PAD) form.
- Send us the form you filled out. Sign in and go to My Account → Send documents or use the mailing instructions on the form. Don’t forget your void cheque!
If we get everything we need by 4 p.m. ET on a business day, we set up your ongoing contributions that same day. Otherwise, we set them up on the next business day.
Use online banking (RRSP and TFSA only)
- Sign in to your online banking page.
- Go to the ‘Pay a bill’ feature.
- Go to ‘Add a payee’/‘Add a bill’ to put your plan on your list. Look for: Manulife - Group RRSP Member or Manulife - Group TFSA Member
- When it asks for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.
- Follow the ‘Pay a bill’ steps to submit your contribution. Choose the date of your first payment, and how often you want to make payments after that.
There will be a delay between the date you submit your first contribution and the date we put it in your plan.
Otherwise ...
- Fill out a Pre-authorized cheque plan (PAC) request form.
- Send us the form you filled out. Sign in and go to My Account → Send documents or use the mailing instructions on the form.
If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.
One-time contribution
Put a specific amount of money in your plan just once, within the next few days. This is sometimes called a lump sum contribution.
If your plan lets you contribute online ...
Use your Manulife online account (best choice for all plans)
Your contribution must be between $100 and $25,000.
- Sign in
- Go to My Profile → Add/Change Banking Information to make sure your banking information is up to date.
- Go to My Account → Make a Lump Sum Contribution.
- If you added or changed banking information in Step 2:
- Fill out a Payer authorization for pre-authorized debit plan (PAD) form.
- Send us the form you filled out. Sign in and go to My Account → Send documents or use the mailing instructions on the form. Don’t forget your void cheque!
If we get everything we need by 4 p.m. ET on a business day, we put your money in your plan that same day. Otherwise, we put it in on the next business day.
Use online banking (RRSP and TFSA only)
- Sign in to your online banking page.
- Go to the ‘Pay a bill’ feature.
- Go to ‘Add a payee’/‘Add a bill’ to put your plan on your list. Look for: Manulife - Group RRSP Member or Manulife - Group TFSA Member
- When it asks for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.
- Follow the ‘Pay a bill’ steps to submit your contribution.
There will be a delay between the date you submit your contribution and the date we put it in your plan.
Otherwise ...
- Fill out a form for the plan you want to put money in.
Contribution request - RRSP
Contribution request - TFSA
Contribution request - NRSP - Send us the form you filled out. Sign in and go to My Account → Send documents or use the mailing instructions on the form.
- If you send us a cheque:
- make it payable to Manulife
- write your policy number on it
- mail it with the form
If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.
Direct transfer from another plan
Move money directly from one plan to another. The plan you’re moving money into must be part of your program. The plan you’re moving money out of can be another plan you own.
To find out whether you can move money into a specific plan, sign in and go to My Profile → View My Plan Material or call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.
- Fill out a form for the plan you want to put money in.
Request to transfer money to Manulife - RRSP, TFSA, LIRA, LRSP, RPP
Request to transfer money to Manulife - RRIF, LIF, LRIF, PRIF, RLIF - Send the form to the company that manages the plan you’re moving money out of. If that’s us, Sign in and go to My Account → Send documents or use the mailing instructions on the form.
If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.
You’ll need to set up a Manulife ID in order to access your group retirement account.
You’ll need to have your user ID/registration ID and password/registration key handy. You can find your user ID or Registration ID in a letter or email we sent you when we welcomed you to your program. Your password or Registration key was sent in a separate letter.
- Go to manulife.ca/GRO and click Sign in
- Set up your Manulife ID
- Connect your Group Retirement account
Need help setting up your Manulife ID ? You can find additional information – including FAQ, a step-by-step video, and a how-to flyer at manulife.ca/membersupport.
- Sign in with your Manulife ID and select your Group Retirement account
- Go to ‘Manage your plans’ menu and select ‘Personal data’ under ‘Is your information up to date?’
If you need to update your address, simply update and submit your information online if your plan allows. Otherwise, call 1-800-242-1704, Monday to Friday, 8 a.m. to 8 p.m. ET.
You can sign into the secure site to confirm your personal details.
- Sign in with your Manulife ID
- Click VIP Room – Group Savings & Retirement or choose the program you want.
- Go to Manage your plans and select Personal data.
If you need help, call us at 1-800-242-1704, Monday to Friday, 8 a.m. to 8 p.m. ET.
One-time contribution
Put a specific amount of money in your plan just once, within the next few days. This is sometimes called a lump sum contribution.
To contribute online ...
Use the VIP Room
(best choice for all plans)
Your contribution must be between $25 and $100,000.
- Sign in
- Click VIP Room - Group Savings & Retirement or choose the program you want.
- Go to Manage your plans → Online contribution.
If we get everything we need by 4 p.m. ET on a business day, we put your money in your plan that same day. Otherwise, we put it in on the next business day.
Use online banking
(RRSP and TFSA only)
- Sign in to your online banking page.
- Go to the ‘Pay a bill’ feature.
- Go to ‘Add a payee’/‘Add a bill’ to put your plan on your list. Look for: Manulife - Group RRSP Member or Manulife - Group TFSA Member
- When it asks for your Manulife account number, enter your member number. It’s under Your personal information on the second last page of your statement.
- Follow the ‘Pay a bill’ steps to submit your contribution.
There will be a delay between the date you submit your contribution and the date we put it in your plan.
Otherwise ...
1. Prepare a signed letter. Tell us:
- your member number
- your sponsor’s client number
- which plan you want to put money in
2. Prepare a cheque:
- make it payable to Manulife
- write your member number and your sponsor’s client number on it
3. Send them together to:
Manulife
PO Box 11464, Succ Centre-ville
Montreal QC H3C 5M3
If you need help, call us at 1 800 242-1704, Monday to Friday, 8 a.m. to 8 p.m. ET.
Question:
For tax purposes, I need a report that lists all the health and dental expenses my benefits plan paid for – plus amounts I paid out of pocket – for the whole year. Where is that report, and how do I get a copy of it?
Answer:
It’s called a Claims history report or Claims summary report. It’s available once you log in to your secure account.
After you log in, please follow these steps to find the report:
- Look for the “Claims” button in the top menu bar
- Under “Claims History” click on “Search my claims”
- Enter the date range (e.g., January 1, 2021 to December 31, 2021) in the date fields
- Select the date type, benefit type, and patient/claimant name(s)
- Click “Search”
- A complete list of your claims, including claimant name, type of service, statement date, amount submitted, benefit paid and status appears online.
- In the top right corner of that chart, there’s an icon and the words ‘Printable Summary’. Click that icon to load the PDF and prepare to print.
- At the bottom of the table, you will find a summary of the amount you submitted under claims, the benefit paid out on your behalf, and the difference between the two amounts (which is your out-of-pocket amount).
While this report is not a tax report, it may help you in preparing your annual tax return. It’s recommended you consult with a certified tax professional regarding your taxes.