How to claim an RST refund on insurance premiums — and autofill 013-3468 with my-id.ca
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 my-id.ca.
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 my-id.ca makes it faster
- Save it once. Store your name, address, and policy identifiers in your my-id.ca profile.
- Keep documents ready. Upload supporting documents to my-id.ca Files so you are not searching at form time.
- Autofill the form. Use the my-id.ca Chrome extension on a web form, or fill a PDF from your saved profile inside my-id.ca.
- Review and submit yourself through the official channel.
Why do it in my-id.ca
Related Ontario forms repeat the same personal details. Captured once in my-id.ca — stored in Canada, with AI on its own servers — every form starts mostly complete.
Frequently asked questions
- Who may file form 013-3468?
- Policyholders or administrators who paid RST on insurance or benefit plan premiums and qualify for a refund — confirm on ontario.ca.
- How does my-id.ca help?
- It autofills name, address, and policy identifiers.
- How does this relate to vendor permit form 013-1957?
- Form 013-1957 registers vendors for insurance RST; 013-3468 claims a refund on premiums already taxed.
Fill it once. Reuse it everywhere.
Save your information in my-id.ca once, then autofill this form and the next one — web forms with the Chrome extension, PDFs right in the app. Your data is stored in Canada and AI runs on my-id.ca's own servers, never sent to third-party AI providers.