Registered Education Savings Plan Beneficiary Replacement Form
Change the beneficiary in your plan
Social Insurance Number Application
Apply for your Social Insurance Number
Know Your Customer (KYC) Simplified Update Form
Keep your investment objective and risk tolerance up to date
Customer Update Form
Keep your information update to date, such as your investor profile or change in employment
Internal Plan Transfer (PTR)
Request a transfer of your Family Group Plan to a Family Single Student Plan
Consent to Disclose Information
Provide consent for disclosure of private information for the purposes of administering your plan
Banking Information Change
Change the bank account from which the contributions to your plan are to be withdrawn
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
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
NR7-R Tax Refund for Non-Resident
Request a tax refund for a non-resident
Your Plan at Maturity
Summary of the available options once your plan reaches maturity
Maturity Application Form
Mature your plan or delay the maturity of your plan for one year
Maturity Application - Instructions
Detailed information about how to withdraw contributions from your RESP
Change of Maturity Refund Recipient
Change the appointed recipient of the maturity refund at the scheduled maturity date of your plan
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.
Education Assistance Payment Withdrawal form
Request or delay an Education Assistance Payment (EAP)
Instructions – How to Request or Delay an EAP
Instructions on how to request or delay an Education Assistance Payment
2017 EAP Values – Family Group Plan
The latest EAP values for the Family Group plan
2017-EAP-Values-Classic-Plan
The latest EAP values for the Classic 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
List of Recognized Institutions
Canada Education Savings Grant and Canada Learning Bond
Apply for the Canada Education Savings Grant and Canada Learning Bond
ANNEX A - Additional beneficiaries
ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian
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
Application for British Columbia Training and Education Savings Grant
Apply for the British Columbia Training and Education Savings Grant
Application for Saskatchewan Advantage Grant for Education Savings
Apply for the Saskatchewan Advantage Grant for Education Savings
Accumulated Income Payment Request Form
Request your Accumulated Income Payment (AIP)
Accumulated Income Payment Instructions
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
Death Claim
File a death claim
Disability Claim
File a disability claim
Quebec Insurance Removal
Remove optional Group Life and Disability Insurance Protection if you are a resident of Quebec
Quebec Insurance Request
Request to add Group Life and Disability Insurance Protection if you are a resident of Quebec
Enter our contest for a chance to win a $5,000 RESP for your child.
The Flex First Plan is an individual RESP with unique benefits and flexibility.
Students send a clear message - an RESP makes a huge difference when they attend school.
Win a $5,000 RESP
Flex First Plan