RESP Applications & Investor Resources

MFC Applications
Document

Document Code
Individual RESP Application
Family RESP Application
 
HRSDC/Grant Applications
Document
Document Code 
Basic CESG, Additional CESG and CLB Application
Annex A – Additional Beneficiariesd
Annex B – Primary Caregiver and/or Custodial Parent/Legal Guardian
 
RESP Marketing Materials
Document
Document Code
RESP
Brochure
RESP
Pamphlet
RP5025
Funding
Education
 
 
RESP Withdrawals
Document
Document Code
RESP Withdrawal Form
Proof of Enrollment Guidelines
Verification of Enrollment Form
 
AIP Withdrawals
Document
Document Code
Tax Withholding Waiver
 
Grant Summaries
Grant Name
PDF Summary
Basic CESG
Additional CESG
CLB
ACES
QESI
 
RESP Administration
Grant Name
PDF
RESP Add
Beneficiary Form
Family
RESP Non Financial
Update Form

Additional RESP Resources:

Human Resources and Social Development Canada (HRSDC)
http://www.hrsdc.gc.ca/eng/learning/education_savings/index.shtml
Phone Number: 1-800-622-6232

CanLearn
http://www.canlearn.ca/eng/index.shtml

Canada Revenue Agency (CRA)
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/resp-reee/menu-eng.html
Phone Number: 1-800-959-8281

Service Canada
http://www.servicecanada.gc.ca/eng/goc/resp.shtml

Canada Child Tax Benefit Department
http://www.cra-arc.gc.ca/bnfts/cctb/menu-eng.html
Phone Number: 1-800-387-1193

Social Insurance Number (SIN) Registry Department
Phone Number: 1-800-206-7218

Canada Education Savings Grant (CESG)
http://www.hrsdc.gc.ca/eng/learning/education_savings/public/cesg.shtml

Canada Learning Bond (CLB)
http://www.hrsdc.gc.ca/eng/learning/education_savings/public/clb.shtml

Alberta Education Savings Plan (ACES)
http://www.advancededucation.gov.ab.ca/planning/funding/aces.aspx
Phone Number: 1-866-515-2237

Québec Education Savings Incentive (QESI)
http://www.revenu.gouv.qc.ca/en/citoyen/credits/credits/iqee/

Verifying Designated Educational Institutions:

CanLearn
http://www.canlearn.ca/eng/main/designated/ldi.shtml

Canada Revenue Agency (CRA)
Phone Number: 1-800-959-8281