Curious why the banking information section of T183 Part C does not print on the T183 that the client signs. Form T183 in TC shows the banking info fields.
I have occasion to send out T183 by email, not knowing if they want to complete Part C. When I get the form back with Part C completed, I now need to call the client back to get their banking information.
The Part C comments refer to the “agreement details listed below”, but the banking info is missing. How can the signed PAD be valid without this “detail”?
.
. @gil = (1) PIPEDA, (2) the form is CRA specified, (3) other security concerns
.
. @David_R_Officer = Just because a person knows what your bank account number is, does not mean you have authorized them to visit your bank and steal all of your retirement savings…
.
.
@David_R_Officer Because not everyone uses one bank account for all things. I have a few clients that put all “found money” like tax refunds into a travel fund account. Payments would come from the day to day account.
Just one example of “why” you would need to enter the banking info