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T3 Retirement Compensation arangement XI.3 return

First of thanks for the form, just a couple of things that need tweaking,

Identification information section, when i want the contact person to be myself, it pulls firm name and client phone number, no way to pull my name as the contact person and phone yet;

Step 4 election pulls client name etc but it should only do so if option A is selected.

Trust number could be pulled to document as well

Thanks for your input, we will look at the items you mentioned.

~ Rob

Thanks Rob, I will comment on the roll forward numbers next year