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To be completed by the relinquishing promoter FOR ADMINISTRATIVE USE UNREGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM Part C: Relinquishing promoter1Information about the relinquishing promoterPromoter\'s

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How to fill out resp transfer form part

01

To fill out the RESP transfer form, follow these steps:

02

Start by providing your personal information, including your name, address, and contact details.

03

Provide information about the RESP account you are transferring from, such as the account number, financial institution, and any specific instructions for the transfer.

04

Mention the details of the new RESP account you are transferring to, including the account number and financial institution.

05

Indicate the amount you wish to transfer from the old RESP account to the new one.

06

If required, fill out any additional sections or forms related to the transfer, such as beneficiary details or special instructions.

07

Review the form for accuracy and completeness before submitting it.

08

Finally, sign and date the form to authorize the transfer.

09

Make sure to follow any specific instructions provided by your financial institution or RESP provider while filling out the transfer form.

Who needs resp transfer form part?

01

Anyone who has an existing RESP account and wants to transfer it to another financial institution or another RESP account would need to fill out the RESP transfer form part.

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What is resp transfer form part?

RESP transfer form part is a document used to transfer funds or investments between Registered Education Savings Plans (RESPs).

Who is required to file resp transfer form part?

Individuals who are transferring funds or investments between RESPs are required to file RESP transfer form part.

How to fill out resp transfer form part?

RESP transfer form part can be filled out by providing personal details, account information, and the details of the transfer within the form.

What is the purpose of resp transfer form part?

The purpose of RESP transfer form part is to facilitate the transfer of funds or investments between RESPs in a clear and structured manner.

What information must be reported on resp transfer form part?

Information such as account holder details, account numbers, transfer amount, and the reason for the transfer must be reported on RESP transfer form part.

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