Banking Information Change
Change the bank account from which the contributions to your plan are to be withdrawn.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?
Flex First/Family Single
Beneficiary Replacement Form
Change the beneficiary in your plan
Flex First/Family SingleHeritage Plans
Social Insurance Number Application
Apply for your Social Insurance Number
Download
Consent to Disclose Information
Provide consent for disclosure of private information for the purposes of administering your plan
Flex First/Family Single
Know Your Customer (KYC) Simplified Update Form
Keep your investment objective and risk tolerance up to date
Flex First/Family Single
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 First/Family Single
NR7-R Tax Refund for Non-Resident
Request a tax refund for a non-resident
Download
Third Party Contributor Form
Required when it is determined that a third party, someone other than the subscriber, is funding an agreement.
Flex First/Family Single
Customer Change Form
Complete this form to add, replace or remove a subscriber on an agreement.
Flex First/Family Single
Customer Update Form
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.
Flex First/Family Single
Educational Withdrawals – Instructions & FAQ
Includes both instructions on how to request an Educational Withdrawal and some important tips in an FAQ.
Flex First/Family Single
Educational Withdrawal Form
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!
Flex First/Family SingleHeritage Plans
Maturity Notice for Active Plans
This maturity notice is for plans with a maturity date of July 31, 2020 only. Please review this document which contains important information and deadlines 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
Instructions – How to Request an EAP
Instructions on how to request an Education Assistance Payment
Flex First/Family Single Heritage 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.
Flex FirstFamily Plan
List of Recognized Institutions
Flex FirstFamily Plans
Accumulated Income Payment Request Form
Request your Accumulated Income Payment (AIP)
Flex First/Family SingleHeritage Plans
Accumulated Income Payment Instructions
Instructions on how to request an Accumulated Income Payment
Flex First/Family SingleHeritage 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 First/Family SingleHeritage 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 First/Family Single
RESP Non-Educational Withdrawal Request
Request a withdrawal for non-educational purposes where the student is not currently attending, and is not expected to attend, post-secondary education (PSE).
Flex First/Family Single
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
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