Obtain duplicate tax documents for your clients easily via My Advisor Dashboard!
Simply log-in to your account and go to the Tax support centre page. Under the Client tax document search you will be able to immediately search, access and download copies of your clients’ tax documents. The search feature will allow you to find tax documents via your client's policy number.
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Note that this feature is only available for active policies within the last two years where there has been no death claim or change of ownership.
Important
Before downloading your clients' tax documents, there are some legal requirements to keep in mind:
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You must have consent from your client prior to downloading any tax documents. For your convenience, you can use the attached Authorization to Obtain Tax Documents form to obtain your client’s consent |
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Your client’s authorization is to be documented in your client’s file and is subject to review by Empire Life.
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Clients looking for duplicates?
Clients can download copies of their tax documents directly on MyEmpire, a secure, self-serve online portal that provides clients access to their investment policy information, statements and tax documents. Please note that corporate policy owners cannot register for MyEmpire. To request duplicate corporate tax documents, please contact customer service to process the request.
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If you have questions about this email, please reach out to our Customer Service team at 1-800- 536-7683 or investment@empire.ca or insurance@empire.ca.
Not registered yet? My Advisor Dashboard can make your life easier with real time application statuses and self-service transactions, and we continue to enhance it with features that you have been asking for.
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FOR ADVISOR USE ONLY
