Banking Information Change (FlexFirst / Family Single)

Change the bank account from which the contributions to your plan are to be withdrawn. Did you know you can also use your online account?

Beneficiary Replacement Form (FlexFirst / Family Single)

Change the beneficiary in your plan

Beneficiary Replacement Form (Heritage Plans)

Change the beneficiary in your plan

Social Insurance Number Application

Apply for your Social Insurance Number

Consent to Disclose Information (FlexFirst / Family Single)

Provide consent for disclosure of private information for the purposes of administering your plan

Know Your Customer (KYC) Simplified Update Form (FlexFirst / Family Single)

Keep your investment objective and risk tolerance up to date

Declaration - Forged Endorsement or Intended Payee Not Paid (FlexFirst / Family Single)

Declare an authorized action as it relates to a forged endorsement or where the intended payee has not been paid

NR7-R Tax Refund for Non-Resident

Request a tax refund for a non-resident

Third Party Contributor Form (FlexFirst / Family Single)

Required when it is determined that a third party, someone other than the subscriber, is funding an agreement.

Customer Change Form (FlexFirst / Family Single)

Complete this form to add, replace or remove a subscriber on an agreement.

Customer Update Form (FlexFirst / Family Single)

Keeping us up-to-date on your circumstances makes it that much easier for us to help you reassess, adjust and fine-tune your plan if necessary.

Educational Withdrawals – Instructions & FAQ (FlexFirst / Family Single)

Includes both instructions on how to request an Educational Withdrawal and some important tips in an FAQ.

Educational Withdrawal Form (FlexFirst / Family Single)

Request a contribution withdrawal, Educational Assistance Payment (EAP), or select the option best suited for your Heritage plan at maturity. Did you know you can also use your online account? It’s fast and easy and you can receive your payment in as little as 48 hours!

Educational Withdrawal Form (Heritage Plans)

Request a contribution withdrawal, Educational Assistance Payment (EAP), or select the option best suited for your Heritage plan at maturity. Did you know you can also use your online account? It’s fast and easy and you can receive your payment in as little as 48 hours!

Maturity Notice for Active Plans (Heritage Plans)

This maturity notice is for plans with a maturity date of July 31, 2021 only. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.

Maturity Notice for Active Plans (Maturity Year 2020 and prior) (Heritage Plans)

This maturity notice is for plans with a maturity date of July 31, 2020 or prior. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.

Maturity Notice for Inactive Plans (2021 Maturity Year) (Heritage Plans)

This maturity notice is for inactive plans with a maturity date of July 31, 2021 only. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.

Maturity Notice for Inactive Plans (2015 - 2020 Maturity Year) (Heritage Plans)

This maturity notice is for inactive plans with a maturity date from July 31, 2015 to December 31, 2020, inclusive. Please review this document which contains important information regarding the upcoming maturity of your plan.

Request for an Educational Assistance Payment over $5,000 for full-time studies or over $2,500 for part-time studies

This form should be completed by the beneficiary of an RESP, at the request of the RESP promoter, according to the terms of the plan.

Education Assistance Payment Appeal Request (FlexFirst / Family Single)

File an appeal with our Appeal Committee if your request for an EAP payment has been denied.

Education Assistance Payment Notice (Heritage Plans)

This notice is for plans that have matured under the Scholarship Option where the beneficiary is eligible to apply for an educational assistance payment (EAP) for the 2020/2021 school year. Please review this document as it contains important information about the EAP application process.

List of Recognized Institutions (FlexFirst / Family Single)

Accumulated Income Payment Request Form (FlexFirst / Family Single)

Request your Accumulated Income Payment (AIP)

Accumulated Income Payment Request Form (Heritage Plans)

Request your Accumulated Income Payment (AIP)

Accumulated Income Payment Instructions (FlexFirst / Family Single)

Instructions on how to request an Accumulated Income Payment

Accumulated Income Payment Instructions (Heritage Plans)

Instructions on how to request an Accumulated Income Payment

T1171 - Tax Withholding Waiver on Accumulated Income Payments from RESPs

Authorization to not withhold tax on an accumulated income payment (AIP) when transferring the amount of your AIP to your RRSP

T1172 - Additional Tax on Accumulated Income Payments from RESPs

Determine if you have to pay an additional tax on a portion or all of the AIPs you received and include it with your income tax return

RESP Non-Educational Withdrawal Request (FlexFirst / Family Single)

Request a withdrawal for non-educational purposes where the student is not currently attending, and is not expected to attend, post-secondary education (PSE).

Canada Education Savings Grant and Canada Learning Bond

Apply for the Canada Education Savings Grant and Canada Learning Bond

CESG and CLB Application Step by Step Guide

This is a step-by-step guide to completing the application if you are the subscriber and also the parent of the beneficiary.

ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian

Apply for the Canada Education Savings Grant and Canada Learning Bond

ANNEX B – Step by Step Guide

This is a step-by-step guide to completing the SDE 0093-B application if a grandparent, aunt or uncle, or a non-relative is the subscriber.

ANNEX D – Application for British Columbia Training and Education Savings Grant

Apply for the British Columbia Training and Education Savings Grant

ANNEX D – Step by Step Guide

This is a step-by-step guide to completing the BCTESG application.

Grant Restriction Disclosure and Acknowledgement

Confirm understanding of the grant restrictions that may be placed on the beneficiary of your plan due to withdrawal of funds for non-educational purposes

QESI Form 69

Apply for the Québec Education Savings Incentive Application

QESI Form 71

Apply for the Basic Québec Education Savings Incentive and Additional Québec Education Savings Incentive

QESI Form 73

Apply for the Basic Québec Education Savings Incentive and Additional Québec Education Savings Incentive

Death Claim (Family Plans)

File a death claim

Disability Claim (Family Plans)

File a disability claim

Quebec Insurance Removal (Family Plans)

Remove optional Group Life and Disability Insurance Protection if you are a resident of Quebec

Quebec Insurance Request (Family Plans)

Request to add Group Life and Disability Insurance Protection if you are a resident of Quebec

How to read your Statement of Account (FlexFirst / Family Single Student)