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Mackenzie RESP Withdrawal Form Section A Plan Information & Withdrawal Type RESP Account No: This withdrawal will be for (check one): Subscriber Name: Educational Purposes* (complete Sections B, D

How to fill out mackenzie resp form

How to fill out Mackenzie RESP:

1. Gather the necessary documents: To start filling out a Mackenzie RESP, you will need various documents such as your social insurance number, the child's birth certificate, and proof of address.
2. Choose a plan: Evaluate the different Mackenzie RESP plans available and select the one that best suits your needs and goals for saving for your child's education.
3. Provide personal information: Fill in your personal details, including your name, address, and contact information, as well as the child's information.
4. Contribute funds: Decide how much money you want to contribute to the RESP and make the necessary deposit to initiate the savings plan.
5. Choose investment options: Select the investment options that align with your risk tolerance and investment objectives. Mackenzie offers a range of investment funds to choose from.
6. Beneficiary information: Provide details about the child who will be the beneficiary of the RESP, including their name, date of birth, and social insurance number.
7. Grant options: Explore the available government grants and indicate if you want to apply for them. Mackenzie RESP offers the flexibility to take advantage of government grants, such as the Canada Education Savings Grant (CESG).
8. Review and sign: Carefully review all the information you have entered, ensuring its accuracy, before signing the application form. Keep a copy for your records.
9. Ongoing management: Once the Mackenzie RESP is set up, monitor and manage it regularly, making contributions as per your financial capacity and adjusting investment strategies if required.

Who needs Mackenzie RESP:

1. Parents: Mackenzie RESP is suitable for parents who want to start saving for their child's post-secondary education. It provides a tax-efficient way to accumulate savings for future educational expenses.
2. Grandparents: Grandparents can also benefit from opening a Mackenzie RESP for their grandchildren, allowing them to make contributions and potentially take advantage of government grants.
3. Guardians and legal custodians: Individuals responsible for the child's overall well-being, such as guardians or legal custodians, can consider a Mackenzie RESP as a means to secure the child's educational future.

For pdfFiller’s FAQs

What is mackenzie resp?

Mackenzie RESP stands for Registered Education Savings Plan offered by Mackenzie Investments.

Who is required to file mackenzie resp?

Parents or legal guardians who want to save for their child's post-secondary education are required to open and contribute to a Mackenzie RESP.

How to fill out mackenzie resp?

To fill out a Mackenzie RESP, individuals can contact a financial advisor at Mackenzie Investments or visit their website for information and assistance.

What is the purpose of mackenzie resp?

The purpose of a Mackenzie RESP is to help families save for their child's future education expenses in a tax-efficient way.

What information must be reported on mackenzie resp?

Information such as the beneficiary's name, Social Insurance Number, contribution amounts, investment choices, and withdrawal instructions must be reported on a Mackenzie RESP.

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