Expiring Non-Resident Report

Learn how to view The Expiring Non-Resident Report

What is the Report?

• Clients who are non-residents of Canada and have a missing or expiring NR-301 Form. 

 

To view a list of the clients who have a expiring Non-resident:

Step 1. On the CRM navigate to the left toolbar

 

Step 2. Click on CRM

 

Step 3. Select Contacts 

Step 4. Click the "Add View" button 

Step 5. Search for "The Expiring Non-Resident Report" in the search bar 

How to use the Report?

• Please review the list to determine which clients require the updated NR-301 Form. Please find the NR-301 form under Account Documents in the Portal.
• Once the signed form is obtained, please submit an Account Administration service request through the CRM to update the client's NR-301 form. 

 

Here is what the form looks like:

 

Why use this Report?

• If the updated NR-301 form is not submitted by the end of the calendar year, the accounts will be subject to additional withholding taxes (typically 15%) 

 

To submit a ticket to update the client form:

 

Step 1. On the CRM, search for the client's contact card. 

 

Step 2. Under the servicing tab, click on Account Administration 

 

Step 3. Select Special Handling 

 

Step 4. Select Update Account Documentation 

 

Step 5. Then select NR301

 

 

Step 6. Select the Root and attach the correct documentation 

 

 

Step 7. Then submit and you can track your ticket!