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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the year for which you are reporting investment income in the designated field.
  3. Fill in your program account number, and if applicable, indicate if this is an additional T5 Summary by entering 'M'.
  4. Provide your name and address details in the specified fields, ensuring accuracy for correspondence.
  5. Answer whether you have filed a T5 information return before by selecting 'Yes' or 'No'.
  6. Complete the T5 slip totals section by entering amounts for dividends, interest, and other income as required.
  7. Certify the information provided by signing in the designated area and including your position or office title.

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