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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.
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What is mackenzie resp?
Mackenzie RESP stands for Registered Education Savings Plan offered by Mackenzie Investments to help families save for a child's post-secondary education.
Who is required to file mackenzie resp?
Parents or legal guardians who wish to save for a child's education are required to open and contribute to a Mackenzie RESP.
How to fill out 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.
What is the purpose of mackenzie resp?
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.
What information must be reported on mackenzie resp?
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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