T4A – OEF Awards

Important information:

• Another Conference or Council is strictly prohibited from issuing a T4A slip on behalf of any other Conference or Council. It is critical that the issuance of T4A slips is perfect. CRA expects it and the Society relies on it.

How to use this document:

• This document’s purpose is to provide guidelines to enable all Conferences and Councils to issue a T4A slip, fully and properly, for all Ozanam Education Fund awards. This is a Canada Revenue Agency (CRA) requirement, CRA will receive a copy of the T4A slip immediately after it is issued.
  
  
• Th procedure outlines 7 different Scenarios. one of which is your Conference or Council. Find your Scenario and follow its directions As. stated above, you will be able to issue a T4A slip.
  
  
• The remainder of this page below is an INDEX. It summarizes the 7 different Scenarios to allow you to quickly find the detailed version of your Conference’s or Council’s Scenario in the pages which follow.

Scenario 1:
Associated with SSVP National. Conference or Council has received 1 or more Ozanam awards and has issued T4A slips in the past.

Scenario 2:
Associated with SSVP National. The Conference’s or Council’s 1st Ozanam award. Does not have employees.

Scenario 3:
Associated with SSVP National. The Conference’s or Council’s 1st Ozanam award. Has employees.

Scenario 4:
Associated with CRA. Conference or Council has received 1 or more Ozanam awards and has issued T4A slips in the past.

Scenario 5:
Associated with CRA. The Conference’s or Council’s 1st Ozanam award. Does not have employees.

Scenario 6:
Associated with CRA. The Conference’s or Council’s 1st Ozanam award. Has employees.

Scenario 7:
The Conference or Council does not have a charity RR number. A charity RR number associated with SSVP National Council is required. Continue to follow the detailed directions.

Detailed Scenario Directions:

Scenario 1:
The Conference or Council has a charity RR number in association with SSVP National Council The first 9 digits of the RR number must be 13241 0671.
In this scenario, the Conference or Council has received one or more Ozanam Education Fund awards and has issued T4A slips.
Continue doing what you have been doing in issuing T4A slips.

Scenario 2:
The Conference or Council has a charity RR number in association with SSVP National Council. The first 9 digits of the RR number must be 13241 0671.
The Conference or Council received an Ozanam Education Fund award for the 1st time.
This Scenario applies only to a Conference or Council with no employees.
Follow the instructions below in order to be able to issue T4A slips.
Fill out completely form “9.7.4, “Open a Payroll Deductions Account RP”. A link to this fillable form is below: 9.7.4 Open a Payroll Deductions Account (RP) - ssvp.ca.
Because you have no employees, the 5 questions in the form must be filled out as follows:

1. The 1st and 2nd questions have tick boxes > tick the box with the word “Other”, and then put in 0 (zero) beside the word “(specify)”.
2. For the 3rd, 4th and 5th questions > put in 0 (zero) at the end of each question.

The Conference or Council then sends an e-mail with the completed form 9.7.4 to SSVP National national#ssvp.ca - Search, and send a copy to Alan Read for tracking purposes.
SSVP National, after liaising with CRA, will send an e-mail to the Conference or Council, copying Alan Read, with a non-employee RP number, Web Access Code and link which the Conference or Council will press and click on “I Agree” at the bottom of the screen. This puts you online with CRA.
The Conference or Council then simply continues on and produces/issues the T4A slip.
If questions arise on the above: contact SSVP National, national@ssvp.ca, 1-866-997-7787.

N.B.: SSVP National Council office requests the following to be included:
Obtaining both access to the CRA NETFILE and a RepID is another option which enables issuing a T4A slip (and more).
Questions on this subject are to be directed to SSVP National Council office, national@ssvp.ca, 1-866-997-7787.
The Ozanam Education Fund committee is not knowledgeable in this area and is unable to assist.

Scenario 3:
The Conference or Council has a charity RR number in association with SSVP National Council (the first 9 digits of the RR number must be 13241 0671).
The Conference or Council received an Ozanam Education Fund award for the 1st time.
This Scenario applies only to a Conference or Council with employees.
Because of having employees, the Conference or Council already produces T4s for their employee incomes. The Conference or Council will be able to produce a T4A slip using the same account.

Scenario 4:
The Conference or Council has a registered charity number in association with CRA.
The Conference or Council has received one or more Ozanam Education Fund awards and has issued T4A slips in the past.
Continue doing what you have been doing in issuing T4A slips.

Scenario 5:
The Conference or Council has a registered charity number in association with CRA.
The Conference or Council has received an Ozanam Education Fund award for the 1st time.
In this Scenario, the Conference or Council has no employees.
Follow the instruction below to enable issuing T4A slips.

• Call CRA’s “Business Inquiries” service directly at 1-800-959-5525
  • Explain that you are with a charitable organization, Society of Saint Vincent de Paul
  • Give the CRA agent your registered charity number (it is on the Ozanam Application document).
  • Inform the CRA agent that the Conference or Council has no employees and therefore should not receive remittance slips.
  • Inform CRA that
    • You gave an individual in need a bursary to assist in their education.
    • Because of that, you need to issue and send a T4A slip to the person who received the award.
    • In order to do that, the Conference or Council needs CRA to give you a non-employee RP number, a Web Access Code, and link to CRA online in order to issue the T4A slip.

Scenario 6:
The Conference or Council has a registered charity number in association with CRA.
The Conference or Council has received an Ozanam award for the 1st time.
In this Scenario, the Conference or Council has employees
Because of having employees, the Conference or Council already produces T4s for their employee incomes. The Conference or Council will be able to produce a T4A slip using the same account.

Scenario 7:
The Conference or Council does not have a charity RR number.
Without a charity RR number, the Conference or Council is not eligible to apply for an Ozanam award.
The award ineligibility is because the T4A slip cannot be issued fully and properly, which is necessary by CRA.
However, a charity RR number can be obtained. There are 2 parts which must be completed in the following order:
Part 1: Become aggregated.
Part 2: Obtain a charitable RR number in association with SSVP National Council.

• Contact SSVP National Council for assistance in both parts 1 and 2 at national@ssvp.ca, 1-866-997-7787.

When both parts above are completed, the Conference or Council then obtains its own charity RR number in association with SSVP National Council.
The Conference is now eligible to accept an Ozanam award, which is its 1st Ozanam award.
Now, the Conference or Council will be given direction and the “means” to allow the Conference or Council to issue the T4A slip. The Conference or Council will choose one of two Scenarios, depending on whether the Conference or Council (a) does not have employees or (b) does have employees.

1. If the Conference or Council does not have employees, go to Scenario # 2 and follow its directions, At the end, you will be able to issue a T4A slip. Contact SSVP National Council for assistance if needed at national@ssvp.ca, 1-866-997-7787.
   
   
2. If the Conference or Council has employees, go to Scenario # 3 and follow its directions, At the end, you will be able to issue a T4A slip. Contact SSVP National Council for assistance if needed at national@ssvp.ca, 1-866-997-7787

Mandatory Requirements:

Only the Conference or Council, which received the Ozanam award, is to issue the T4A slip.
Another Conference or Council is strictly prohibited from issuing a T4A slip on behalf of any other Conference or Council.

• From the T4A slip, Box 061, “Payee’s program account number” (RP number), must be filled out by the Conference or Council which received the award.
• The award recipient’s Social Insurance Number and full address will be necessary in issuing the T4A slip. This information must be obtained by the Conference/Council Sponsor, Treasurer or President. It is not recorded on the Application for confidentiality reasons.

Revised June 4, 2025