Get the free SLF RESP Application Form (Family) - CI Investments

1206-1019 SLF RESP FAM E:CL-RESP FAMILY 10/05 2/1/13 2:37 PM Page 3 CI Education Savings Plan Signature Form for Electronic Applications For use by Sun Life Financial Investment Services (Canada)

How to fill out slf resp application form

How to Fill Out SLF RESP Application Form:

1. Gather all required documents: Before starting to fill out the SLF RESP application form, make sure you have all the necessary documents ready. These may include proof of identity, proof of address, proof of income, and information about the child for whom the RESP is being opened.
2. Provide personal information: Start by entering your personal information accurately in the designated sections of the application form. This includes your full name, date of birth, social insurance number, and contact details.
3. Specify the RESP type: Indicate the type of RESP you wish to open, such as an Individual RESP or a Family RESP. Provide any additional information required for the chosen RESP type.
4. Include beneficiary information: The SLF RESP application form will require you to provide the details of the child who will be the beneficiary of the RESP. This includes their full name, date of birth, social insurance number (if available), and relationship to the subscriber.
5. Select investment options: Choose the investment options for your RESP, such as selecting a group plan through a provider or opting for self-directed investments. Read and understand the investment terms and conditions before making your selection.
6. Declare contribution details: Specify the desired contribution amount and frequency. You may also need to provide details about any previous contributions made to the RESP or if you have any other active RESPs.
7. Review and sign the form: Carefully review all the information you have entered in the SLF RESP application form. Ensure that all details are accurate and complete. Once you are satisfied, sign and date the form to indicate your consent and agreement.

Who needs SLF RESP application form?

1. Parents or legal guardians: Parents or legal guardians who wish to open a Registered Education Savings Plan (RESP) with Sun Life Financial (SLF) for their child need to complete the SLF RESP application form. This form allows them to provide all the necessary information and consent required to open the RESP account.
2. Subscribers: Individuals who want to contribute to an existing RESP account with Sun Life Financial can also use the SLF RESP application form to make additional contributions. This form ensures that the subscriber's contributions are properly recorded and allocated to the beneficiary's education savings.
3. Anyone seeking government grants: The SLF RESP application form is essential for those who want to apply for government grants, such as the Canada Education Savings Grant (CESG). By completing this form, individuals can enroll in a Sun Life Financial RESP and potentially benefit from government incentives to boost their child's education savings.

For pdfFiller’s FAQs

What is slf resp application form?

The slf resp application form is a form used to apply for the Special Learning Fund (SLF) under the Registered Education Savings Plan (RESP).

Who is required to file slf resp application form?

Parents or legal guardians of a child with a disability who wish to access the Special Learning Fund (SLF) are required to file the slf resp application form.

How to fill out slf resp application form?

To fill out the slf resp application form, you need to provide the required personal and medical information of the child with a disability, along with supporting documentation. The form can be obtained from the RESP provider or downloaded from their website.

What is the purpose of slf resp application form?

The purpose of the slf resp application form is to assess the eligibility of a child with a disability for the Special Learning Fund (SLF) and to provide necessary information for fund allocation.

What information must be reported on slf resp application form?

The slf resp application form requires information such as the child's name, date of birth, disability details, medical diagnosis, and contact information of parents or legal guardians.

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