The Charities Directorate of the Canada Revenue Agency (CRA) recently released a new form which allows charities to easily update CRA on any changes to their directors, trustees or like officials.  The Charities Directorate will not speak to an individual on matters relating to a Canadian registered charity unless they are an authorized representative of the charity so it is important that CRA has up to date and accurate information on file relating to a charity's directors, trustees or like officials.

CRA has indicated that Canadian registered charities are still required to annually complete the form T1235 – Directors/Trustees and Like Officials Worksheet, when the charity is filing the form T3010, Registered Charity Information Return. The completed form can be filed by email to: CHARSERVG@cra-arc.gc.ca, mail or fax.  

More information on the new form can be found on CRA's website.

There does not appear to be a downloadable form available at this point, however we have included below the information CRA is requesting: 

Charity information

Charity name: ____________________

Charity BN registration number: ________________________

Are you adding, removing, or updating information?                     Add ☐ Remove ☐ Update ☐

Complete the following information about this person (please print):

Public information

Last name :____________________ First name:______________________ Initial:__­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________

Start date (yyyy-mm-dd):__­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_________________ End date (yyyy-mm-dd): __­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________

Confidential information

(Information in this area will stay confidential and will not be made available to the public, except as required by law.)

Position in charity: ________________________________

Is this person at arm's length with other directors?        Yes ☐ No ☐

Home address (street number and name): ____________________________

City: _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________ Province/territory: _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_____________________ Postal code: ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________

Telephone number: _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________ Date of birth (yyyy-mm-dd): _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­___________________________

Email address:  _____________________________

It is a serious offence under the Income Tax Act to provide false or deceptive information. The Canada Revenue Agency (CRA) strongly encourages the charity to inform directors, trustees, and like officials that their personal information has been collected and disclosed to the CRA.

Certification

I certify that the information given on this form is, to the best of my knowledge, correct, complete, and current.

Name (print): ________________________

Position in the charity: ________________________

Date: ________________________

Signature: ________________________

Send the completed form by:

Email: CHARSERVG@cra-arc.gc.ca

Mail: Charities Directorate
Canada Revenue Agency
Ottawa ON  K1A 0L5

Fax: 613-954-8037

Other program accounts

If your charity has other program accounts with the CRA, such as payroll or GST/HST, call 1-800-959-5525 to update the information for those accounts. If your charity is incorporated, you should also tell your incorporating authority of the changes.

Privacy notice

Personal information is collected under the authority of the Income Tax Act and is used to establish and validate the identity and contact information of directors, trustees, or like officials of the organization. This information will also be used as a basis for the indirect collection of additional personal information from other internal and external sources, which includes social insurance number (SIN), personal tax information, and relevant financial and biographical information. This information may be used to assess the risk of registration with respect to the obligations and requirements as outlined in the Act and the common law. The SIN is collected under subsection 237 of the Act and is used for identification purposes.

Personal information may be disclosed to the organization and/or its representatives and other third parties under the disclosure provisions of section 241 of the Act. Personal information may also be shared with other government agencies and departments under information-sharing agreements, in accordance with the disclosure provisions under section 241 of the Act. Incomplete or inaccurate information may result in the Charities Directorate not processing your request.

Personal information is described in personal information bank CRA PPU 200 and is protected under the Privacy Act. Individuals have a right of protection, access to and correction or notation of their personal information. You are entitled to complain to the Privacy Commissioner of Canada regarding our handling of your information. 

☐ I confirm that I have read the Privacy statement.

For office use only           Protected B when completed