RESP Applications & Investor Resources

MFC Applications
Document	Document Code
Individual RESP Application	AP1003
Family RESP Application	AP1004

HRSDC/Grant Applications
Document	Document Code
Canada Education Savings Grant Application	SDE 0069
1 Basic Canada Education Savings Grant 2 Additional Canada Education Savings Grant 3 Canada Learning Bond	SDE 0071
1 Basic Canada Education Savings Grant 2 Additional Canada Education Savings Grant 3 Canada Learning Bond	SDE 0073

RESP Marketing Materials
Document	Document Code
RESP Brochure	RP5014
RESP Pamphlet	RP5025
Funding Education	RP1004

RESP Withdrawals
Document	Document Code
RESP Withdrawal Form	RESP_Withdrawal_Form_EN.pdf
Proof of Enrollment Guidelines	Proof_of_enrollement_RESP-Original.pdf
Verification of Enrollment Form	RESP-Verification.pdf

AIP Withdrawals
Document	Document Code
Tax Withholding Waiver	T1171

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

Mutual funds sponsored by Mackenzie Financial Corporation are only qualified for sale in the provinces and territories of Canada. Please read a fund’s prospectus and speak to an advisor before investing.