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Mackenzie Education Savings Plans Withdrawals Checklist and Help Guide To process an RESP withdrawal, 2 documents must be submitted: 1. Mackenzie RESP Withdrawal Form All sections must be completed. Full
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Mackenzie RESP stands for Registered Education Savings Plan offered by Mackenzie Investments to help families save for a child's post-secondary education.
Parents or legal guardians who wish to save for a child's education are required to open and contribute to a Mackenzie RESP.
To fill out a Mackenzie RESP, parents or legal guardians need to provide personal information, the child's information, and make contributions towards the plan.
The purpose of Mackenzie RESP is to provide a tax-efficient way for families to save and invest for a child's post-secondary education expenses.
Information such as personal details of the subscriber, beneficiary, contributions made, investment choices, and educational institution details must be reported on a Mackenzie RESP.
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