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What every older Canadian should know about: Powers of attorney (for financial matters and property) and joint bank accounts
Banks that are members of the Canadian Bankers Association (CBA) have agreed through a public commitment to make information about Powers of Attorney available to their customers. A Power of Attorney is a legal document that allows someone else (the Attorney) to act on your behalf. For example, you may ask someone to do your banking for you.
For more information, see the note below. A legal representative is an individual or organization appointed by a legal document. The limit of the actual authority is defined in the legal document. You are the legal representative if you are in one of the following situations: You are appointed as the guardian, trustee or committee by a court.
1 oct. 2024 · Fastest way. Authorizing a representative online gives them immediate access to your account. You must already be registered with My Account for Individuals. Second fastest way. Your representative submits an authorization request via EFILE. Your representative must be a registered electronic filer in good standing.
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Il y a 2 jours · Government of Canada accounts. Access accounts for Government of Canada departments and agencies. Sign in or register to Represent a Client (RAC) to access CRA sign-in services on behalf of someone else or a business to manage their manage tax affairs online.
Representative authorization. New! My Trust Account portal for representatives. The CRA has launched My Trust Account, a secure portal that lets legal and authorized representatives of trust accounts manage trust information online. You can securely access My Trust Account services through Represent a Client. For more information, go to About ...
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If you have already registered for the CRA sign-in services, sign in with your existing credentials. If you registered with a provincial partner, you must also create a CRA user ID and password or use a Sign-In Partner to access: If you have forgotten your CRA user ID or password, go to: Lost or forgotten CRA user ID or password.
Help with using the CRA sign-in services. Find help with using My Account, My Business Account and Represent a Client. Learn about registering for and managing your sign-in service, updating your personal and business information, and getting and giving authorization. Filter.
