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1206-1011 CI RESP FAM E:S RESP FAMILY ENG 2/1/13 2:26 PM Page 1 Education Savings Plan Application Form Uses THIS APPLICATION FOR AN EDUCATION SAVINGS PLAN (ESP): FAMILY PLAN* ESP Pre-authorized Cheating

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How to fill out resp application form

How to fill out RESP application form?

01

Start by gathering all the necessary information and documents, such as the applicant's personal details, social insurance number, and proof of identity.

02

Read the instructions carefully to understand the requirements and the sections of the form.

03

Begin with the basic information section, providing accurate details about the applicant, including their full name, date of birth, and address.

04

Move on to the section that requires the applicant's social insurance number, ensuring that it is entered correctly.

05

If applicable, fill out the section that pertains to the beneficiary of the RESP, providing their name, date of birth, and relationship to the applicant.

06

Ensure that you accurately fill out the section that requires financial information, as this may impact the eligibility for certain grants.

07

If desired, select the investment option and the type of plan that best suits your needs.

08

Review the completed application form thoroughly, checking for any errors or missing information.

09

Sign and date the form in the designated areas, confirming the accuracy and completeness of the information provided.

10

Prepare any additional documents required, such as a void cheque or proof of identity, and include them with the application form.

11

Finally, submit the completed RESP application form and supporting documents to the designated organization or financial institution.

Who needs RESP application form?

01

Parents or legal guardians who want to open a Registered Education Savings Plan (RESP) for their child's post-secondary education.

02

Individuals who wish to take advantage of government grants and tax advantages offered through RESPs.

03

Students or beneficiaries who want to provide their information for an existing RESP plan held by their parents or legal guardians.

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What is resp application form?

The RESP application form is a document used to apply for the Registered Education Savings Plan (RESP), a savings plan designed to help individuals save for a child's education.

Who is required to file resp application form?

Parents, guardians, or individuals who want to open an RESP account are required to file the RESP application form.

How to fill out resp application form?

To fill out the RESP application form, you need to provide personal information such as name, address, social insurance number, and the beneficiary's information. You may also need to provide financial information and choose an investment option for the RESP account.

What is the purpose of resp application form?

The purpose of the RESP application form is to initiate the process of opening an RESP account and providing the necessary information to establish the account.

What information must be reported on resp application form?

The RESP application form requires the reporting of personal information of the account holder, such as name, address, social insurance number, as well as the beneficiary's information. It may also require financial information and investment preferences.

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