Forms & Resources

View prospectus and other plan documents here.

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Change the bank account from which the contributions to your plan are to be withdrawn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

 

Educational 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


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