Recover retail sales tax on insurance premiums without retyping policyholder details

Policyholders or plan administrators claiming retail sales tax refunds on insurance or benefit plan premiums repeat legal name, address, policy identifiers, and premium payment records on every Ministry of Finance application. This guide is an example of storing them once in hivi.

Official form and source

Start from the official source and always use the current version — form numbers and links can change:

• Service page: Retail sales tax — ontario.ca
• Form (Central Forms Repository): Application for Refund of Retail Sales Tax on Insurance or Benefit Plan Premium — 013-3468

What this form is about

Form 013-3468 is the Application for Refund of Retail Sales Tax on Insurance or Benefit Plan Premium — confirm eligibility and supporting documents on ontario.ca.

Before you start: what to gather

• Policyholder or plan administrator legal name and address.
• Policy or plan number and insurer or administrator name.
• Premium payment records showing RST remitted.
• Refund basis documentation — confirm requirements on ontario.ca.

Confirm the current process on ontario.ca.

How hivi makes it faster

1. Save it once. Store your name, address, and policy identifiers in your hivi profile.
2. Keep documents ready. Upload supporting documents to hivi Files so you are not searching at form time.
3. Autofill the form. Use the hivi Chrome extension on a web form, or fill a PDF from your saved profile inside hivi.
4. Review and submit yourself through the official channel.

Why do it in hivi

Related Ontario forms repeat the same personal details. Captured once in hivi — stored in Canada, with AI on its own servers — every form starts mostly complete.