Group To Individual

How to Change Your Heritage Plans (group RESP) to an Individual Plan

The Scholarship Option available under the Heritage Plans is designed to meet the needs of students who will be attending two, three or four years of post-secondary education.
 
If your child requires greater flexibility, you can select the Self-Determined Option at time of maturity.  This is typically for students pursing programs of study of less than 2 years and provides more choice in the amount and timing of payments from the plan.

Maximize Your Grants

Only an RESP is eligible to receive government grants, making it the best way to save for education. Make sure you are making the most of the grants available each year.Only an RESP is eligible to receive government grants, making it the best way to save for your child’s education.  Learn how to make the most of the education savings grants available each year, including how to leverage unused grant room from previous years.

Forms & Resources

  • Banking Information Change Form (Family & Flex Plans)

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  • Beneficiary Replacement Form (Family & Flex Plans)

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  • Beneficiary Replacement Form (Heritage Plans)

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  • Internal Plan Transfer Form (FG to FSS)

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We’re here to help

Do you have questions on how to make changes to your contributions? Contact your Sales Representative or our Customer Service team.

For Flex First, Family or Classic Plan             Contact us

For Heritage Plans                                            Contact us