Below are the application forms you will need to complete in order to set up an RESP and apply for various government grants. Your Financial Advisor can help you complete these forms.

Mackenzie RESP Application - Family
This application is used to set up a family plan for a Registered Education Savings Plan.

Mackenzie RESP Application - Individual
This application is used to set up an individual plan for a Registered Education Savings Plan.

HRDSC Basic and Additional CES Grant and CLB Application
These applications are used to apply for the Canada Education Savings Grant and the Canada Learning Bond.

HRDSC Alberta Centennial Education Savings Grant
This application is used for children born or adopted by Alberta residents on or after January 1, 2005. You must complete an application for each beneficiary.

HRSDC RESP Transfer Form
This application is used to set up a transfer between Registered Education Savings Plans.

CRA - RESP AIP Transfer to RRSP
This application authorizes the promoter of your Registered Education Savings Plan to not withhold tax on an accumulated income payment that you are entitled to receive from the RESP.

Revenu Québec - QESI Transfer between RESPs Application
This application is used to set up a transfer of the Québec Education Savings Incentive between Registered Education Savings Plans.

Click here to download application forms