Get Election Or Revocation Of Election To Use The Real-time Calculation ...

This guide provides clear and comprehensive instructions on how to fill out the Election Or Revocation Of Election To Use The Real-Time Calculation form online. Designed for users with varying levels of experience, this step-by-step guide will help ensure that all necessary sections are completed accurately and efficiently.

Follow the steps to complete your form successfully.

1. Press the ‘Get Form’ button to access the form and open it in the designated editor.
2. In Part A, provide identification details for the investment plan, including the name, business number, address, contact person's name and title, and their telephone number.
3. Move to Part B to elect the real-time calculation method. Indicate whether the investment plan is stratified or non-stratified and provide the name or unique identifier of the series if applicable. Specify the basis for determining provincial attribution percentages (daily, weekly, monthly, or quarterly) and enter the first fiscal year during which the election will take effect.
4. If you are revoking a previous election, complete Part C by detailing the investment plan's name and effective date of revocation.
5. In Part D, certify your entries by signing and providing your printed name and title as the authorized representative of the investment plan.
6. To elect the reconciliation method, fill out Part E with the required information including the first fiscal year of election.
7. If revoking the reconciliation method, complete Part F and specify the effective date of revocation.
8. In Part G, again certify your information by providing your printed name and title, completing the form to finalize your election or revocation process.
9. Once all sections are completed, review your entries for accuracy. Then, save changes, download, print, or share the completed form as required.

Complete your Election Or Revocation Of Election To Use The Real-Time Calculation form online today!