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CHECK LIST FOR RESPONDENT IS BRIEF COMPLIED DEFICIENT 1. TIMELY FILED 2. ORIGINAL & TWO COPIES 3. CORRECT CLAIM NUMBER ON BRIEF 4. NEED FOR ORAL ARGUMENTS 5. STATEMENT OF BENEFITS PENDING REVIEW CERTIFICATION
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How to fill out check list for resp
How to fill out a checklist for RESP:
Gather all the necessary documents:
01
Social Insurance Number (SIN) for both the subscriber and beneficiary
02
Valid identification for the subscriber (e.g., driver's license, passport)
03
Birth certificate or eligibility documents for the beneficiary
04
Proof of address for the subscriber
05
Banking information for setting up direct deposits
Determine the contribution amount:
01
Decide how much you want to contribute to the RESP account.
02
Take into consideration the annual contribution limit set by the government.
03
Ensure you are within the lifetime contribution limit for the beneficiary.
Choose the type of RESP:
01
Understand the different types of RESPs available (e.g., individual, family, group).
02
Select the one that best suits your needs and financial goals.
Select the investment options:
01
Decide how you want to invest the funds within the RESP.
02
Consider the risk tolerance, time horizon, and investment objectives.
Fill out the application form:
01
Obtain the application form from the RESP provider or download it online.
02
Provide accurate personal information for both the subscriber and beneficiary.
03
Fill in the contribution amount and investment options, if applicable.
Submit the completed form:
01
Review the checklist to ensure all required documents and information are included.
02
Make copies of the checklist, application form, and supporting documents for your records.
03
Submit the checklist and application form to the RESP provider through their preferred method.
Who needs a checklist for RESP?
01
Parents or guardians planning to open an RESP for their child's future education.
02
Individuals interested in maximizing the benefits of the RESP program.
03
Financial advisors or professionals assisting clients with RESP planning and investment strategies.
04
Grandparents or family members looking to contribute towards a child's education savings.
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What is check list for resp?
The checklist for RESP includes all the required documents and information that need to be submitted for the Registered Education Savings Plan.
Who is required to file check list for resp?
The RESP account holder or their designated representative is required to file the checklist for RESP.
How to fill out check list for resp?
The checklist for RESP can be filled out by providing all the necessary information and documents as per the instructions provided.
What is the purpose of check list for resp?
The purpose of the checklist for RESP is to ensure that all the required information and documents are submitted accurately and timely for the Registered Education Savings Plan.
What information must be reported on check list for resp?
The checklist for RESP must include information such as account holder details, beneficiary details, contributions, grants, and withdrawals.
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