‎Banking Information Change (FlexFirst / Family Single)

Change the bank account from which the contributions to your plan are to be withdrawn. This form is digital-only: simply log into your account to submit your form.

‎Beneficiary Replacement Form (FlexFirst / Family Single)

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) - Update Form (FlexFirst / Family Single

Keep your investment goals and risk tolerance up to date. This form is digital-only: simply log into your account to submit your form.

‎NR7-R Tax Refund for Non-Resident

Request a tax refund for a non-resident

‎‎Third Party Contributor Form (FlexFirst / Family Single)

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

‎Customer Change Form (FlexFirst / Family Single)

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

‎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 (FlexFirst / Family Single)

Request a contribution withdrawal and Educational Assistance Payment (EAP). This form is digital-only: simply log into your account to submit your form. It’s fast and easy and you can receive your payment in as little as 48 hours!

‎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.

‎List of Recognized Institutions (FlexFirst / Family Single)

‎Accumulated Income Payment Request Form (FlexFirst / Family Single)

Request your Accumulated Income Payment (AIP)

‎Accumulated Income Payment Instructions (FlexFirst / Family Single)

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)