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Employment and Social Development CanadaEmploi et Development social CanadaPROTECTED WHEN COMPLETED B (Personal Information bank: PPU 038)ANNEX A Joint Holder APPLICATION FOR:Canada Disability Savings
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How to fill out rdsp annex a
How to fill out rdsp annex a
01
To fill out RDSP Annex A, follow these steps:
02
Start by providing your personal information, such as your name, address, and social insurance number, in the designated fields.
03
Indicate the date of the RDSP plan you are applying for.
04
Provide information about your financial institution, such as the name and address of the institution and the account type (individual or family).
05
Specify the type of account holder you are (beneficiary, plan holder, or authorized contact).
06
If you are a beneficiary, include details of your disability, such as the date it began and whether it is expected to improve.
07
If you are not the beneficiary, provide information about the plan holder.
08
Answer the eligibility questions related to the Disability Tax Credit and Registered Disability Savings Plan.
09
Complete the Consent to Collection, Use and Sharing of Personal Information section.
10
Review all the information provided, make any necessary corrections, and sign and date the form.
11
Submit the filled out RDSP Annex A to the appropriate authority or financial institution as instructed.
Who needs rdsp annex a?
01
RDSP Annex A is required by individuals who intend to open a Registered Disability Savings Plan (RDSP).
02
It is primarily needed by the beneficiary or their legal guardian or parent, as they are the ones applying for the RDSP.
03
RDSPs are designed to help individuals with disabilities save for their long-term financial security, and the Annex A form serves as a means to provide necessary information for the plan application and eligibility assessment.
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What is rdsp annex a?
Rdsp annex a is a form used to report information related to a Registered Disability Savings Plan (RDSP).
Who is required to file rdsp annex a?
The holder of the RDSP account is required to file rdsp annex a.
How to fill out rdsp annex a?
Rdsp annex a can be filled out by providing the required information such as account details, contributions, withdrawals, and grant and bond information.
What is the purpose of rdsp annex a?
The purpose of rdsp annex a is to report accurate and timely information about the RDSP account.
What information must be reported on rdsp annex a?
Information such as contributions, withdrawals, and grant and bond details related to the RDSP account must be reported on rdsp annex a.
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