Administrative Forms
Banking Information Change
Change the bank account from which the contributions to your plan are to be withdrawn
Flex FirstFamily Plans
Beneficiary Replacement Form
Change the beneficiary in your plan
Flex FirstFamily PlansHeritage Plans
Social Insurance Number Application
Apply for your Social Insurance Number
Download
Accumulated Income Payment Request Form
Request your Accumulated Income Payment (AIP)
Flex FirstFamily PlansHeritage Plans
Accumulated Income Payment Instructions
Instructions on how to request an Accumulated Income Payment
Flex FirstFamily PlansHeritage Plans
Consent to Disclose Information
Provide consent for disclosure of private information for the purposes of administering your plan
Flex FirstFamily Plans
Know Your Customer (KYC) Simplified Update Form
Keep your investment objective and risk tolerance up to date
Flex FirstFamily Plans
Declaration - Forged Endorsement or Intended Payee Not Paid
Declare an authorized action as it relates to a forged endorsement or where the intended payee has not been paid
Flex FirstFamily Plans
NR7-R Tax Refund for Non-Resident
Request a tax refund for a non-resident
Flex FirstFamily PlansHeritage Plans
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
Flex FirstFamily PlansHeritage Plans
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
Flex FirstFamily Plans
Third Party Contributor Form
Required when it is determined that a third party, someone other than the subscriber, is funding an agreement.
Flex FirstFamily Plans
Contribution Withdrawal / Maturity Application
Contribution Withdrawal / Maturity Application Form
Request a contribution withdrawal or select the option best suited for your group plan at maturity
Flex First/Family SingleFamily GroupHeritage Plans
Family Group Maturity Application - Instructions
Fact Sheet to assist you in making the best selection on your maturity application
Family Group
Internal Plan Transfer
Request a transfer of your Family Group Plan to a Family Single Student Plan prior to your maturity year
Family Plans
Change of Contribution Withdrawal Recipient Form
Request a change of who is to receive the Contribution Withdrawal payment – eg. direct payment to be made to the student instead of the Subscriber
Flex First/Family SingleFamily Group
Maturity Notice for Active Plans
This maturity notice is for plans with a maturity date of July 31, 2018 only. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.
Heritage Plans
Maturity Notice for Active Plans (Maturity Year 2017 and prior)
This maturity notice is for plans with a maturity date of July 31, 2017 or prior. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.
Heritage Plans
Maturity Notice for Inactive Plans (2015-2017 Maturity Year)
This maturity notice is for inactive plans with a maturity date from July 31, 2015 to December 31, 2017, inclusive. Please review this document which contains important information regarding the upcoming maturity of your plan.
Heritage Plans
Maturity Notice for Inactive Plans (2018 Maturity Year)
This maturity notice is for inactive plans with a maturity date of July 31, 2018 only. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.
Heritage Plans
Education Assistance Payments
Education Assistance Payment Withdrawal form
Use this form to request or delay an EAP. Did you know you can also use your online account to delay or apply for an EAP? It’s fast and easy and you can receive your payment in as little as 48 hours!
Flex First/Family SingleFamily Group Heritage Plans
Instructions – How to Request an EAP
Instructions on how to request an Education Assistance Payment
Flex First/Family Single Family GroupHeritage Plans
Letter of Authorization Scholarship
This form is to be completed and signed by the beneficiary if he/she wishes to redirect the Educational Assistance Payment to one or both subscribers of the plan.
Heritage Plans
Request for an Educational Assistance Payment over $ 5,000 for full-time studies or over $2,500 for
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.
Flex FirstFamily PlansHeritage Plans
Education Assistance Payment Appeal Request
File an appeal with our Appeal Committee if your request for an EAP payment has been denied or you have missed the November 1 deadline
Flex FirstFamily Plan
List of Recognized Institutions
Flex FirstFamily Plans
2018 EAP Values
The latest EAP values for the Family Plans.
Family Plans
Government Grants
Canada Education Savings Grant and Canada Learning Bond
Apply for the Canada Education Savings Grant and Canada Learning Bond
Download
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.
Download
ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian
Apply for the Canada Education Savings Grant and Canada Learning Bond
Download
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.
Download
Application for British Columbia Training and Education Savings Grant
Apply for the British Columbia Training and Education Savings Grant
Download
ANNEX D – Step by Step Guide
This is a step-by-step guide to completing the BCTESG application.
Download
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
Download
QESI Form 69
Apply for the Québec Education Savings Incentive Application
Download
QESI Form 71
Apply for the Basic Québec Education Savings Incentive and Additional Québec Education Savings Incentive
Download
QESI Form 73
Apply for the Basic Québec Education Savings Incentive and Additional Québec Education Savings Incentive
Download
Insurance
Death Claim
File a death claim
Family Plans
Disability Claim
File a disability claim
Family Plans
Quebec Insurance Removal
Remove optional Group Life and Disability Insurance Protection if you are a resident of Quebec
Family Plans
Quebec Insurance Request
Request to add Group Life and Disability Insurance Protection if you are a resident of Quebec
Family Plans