P2018-ND-160

On February 20, 2018, the Organization mailed T4RIF and T4RSP forms to beneficiaries and estate executors of deceased customers. On February 26, 2018, a customer attended one of the Organization?s branches to return a T4RIF tax form listing inaccurate information. On February 28, 2018, the Organization determined a manual printing error led to the co-mingling of customer and non-customer personal information on T4RIF and T4RSP forms. The correct forms and misaligned forms were combined and contents were not confirmed to be accurate prior to packaging and mailing of the forms. The Organization mailed letters to those individuals who received co-mingled information requesting they securely destroy the incorrect information, and confirm doing so or return the incorrect form to the Organization.