P2012-ND-05

Manulife Financial

On January 27, 2012, the Service Provider mailed T4As to plan sponsors and plan members. On February 1, 2012, the Organization was contacted by two individuals who reported receiving another individual?s T4A in the envelope containing their own T4A(s).

On February 3, 2012, the Service Provider reported to the Organization that it had identified an error in a computer program, a ?logic error? in the handling of the T4A ?house-holding process?. Where a member or plan sponsor may require more than one T4A, the house-holding process is designed to assemble the required T4As into one envelope. The logic error caused incorrect insertion of a T4A for one member into an envelope containing another member?s or sponsor?s T4A(s).

File Type: pdf
Categories: 2012