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B.Sc.(Hons) Healthcare Science (Physiological Sciences) MODULE: MOD001675 Work Place Learning 2 2014 2015 Respiratory and Sleep Student Name Student ID Number Student Email Address Personal Tutor

How to fill out year 2 resp portfolio

How to fill out year 2 RESP portfolio:

1. Start by reviewing the required information: Before filling out the year 2 RESP portfolio, ensure you have the necessary documents and information such as your child's Social Insurance Number, account details, and previous contribution history.
2. Update personal information: Begin by providing accurate personal information, including your name, address, contact details, and any changes since the last portfolio update. Double-check the accuracy of the information before proceeding.
3. Add contributions made during the year: Enter the contributions made to the RESP account in year 2. These can include regular, lump sum, or any additional contributions made to the account on behalf of your child's education savings.
4. Verify government grants and bonds: If you have received any government grants or bonds for your child's RESP, ensure the correct amounts are reflected in the portfolio. Check with government agencies if you are unsure of the grants or bonds received.
5. Review investment performance: If your RESP portfolio includes investments, evaluate their performance during year 2. This may involve analyzing the rate of return, any capital gains or losses, and any changes in investment strategy.
6. Assess fees and other expenses: Consider any fees or expenses associated with managing the RESP portfolio, such as account maintenance fees, transaction costs, or management fees. Ensure these expenses are accurately recorded and accounted for.
7. Update beneficiary information: If there have been any changes to the beneficiary of the RESP, make sure to update the portfolio accordingly. This is crucial if the original beneficiary will not be pursuing post-secondary education.

Who needs year 2 RESP portfolio?

1. Parents or legal guardians: As a parent or legal guardian of a child with a Registered Education Savings Plan (RESP), you need to maintain and update the RESP portfolio, including filling out the year 2 RESP portfolio. This allows you to track the progress of your child's education savings and manage the account effectively.
2. RESP account administrators: Individuals responsible for overseeing and managing RESP accounts for multiple beneficiaries or clients need the year 2 RESP portfolio to accurately record contributions, government grants, investment performance, and any changes in beneficiary information.
3. Financial advisors: Financial advisors who provide guidance and support for RESP accounts must assist their clients in completing the year 2 RESP portfolio. This ensures that the portfolio is up to date and aligns with the client's investment objectives and education savings goals.

Remember, filling out the year 2 RESP portfolio is crucial to effectively manage and track your child's education savings, along with ensuring compliance with government regulations and maximizing the available grants and bonds.

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What is year 2 resp portfolio?

The year 2 resp portfolio is a document that contains the responsibilities, achievements, and goals of an individual or organization for the second year of a project or program.

Who is required to file year 2 resp portfolio?

Any individual or organization involved in a project or program that requires monitoring and reporting on progress is required to file a year 2 resp portfolio.

How to fill out year 2 resp portfolio?

To fill out a year 2 resp portfolio, one must document the progress made towards the goals, achievements, challenges faced, and plans for the future.

What is the purpose of year 2 resp portfolio?

The purpose of the year 2 resp portfolio is to track progress, assess performance, and communicate achievements and challenges to stakeholders.

What information must be reported on year 2 resp portfolio?

Information such as project milestones, key achievements, challenges faced, lessons learned, and future plans must be reported on a year 2 resp portfolio.