Reminder / New grants request application form for Registered Education Savings Plan (RESP)

Individual savings and retirement

Submitted by Josh on December 6, 2013 - 3:31pm

Printer-friendly version

PDF version

Reminder / New grants request application form for Registered Education Savings Plan (RESP)

Individual savings and retirement

Attention: Sales Force

December 6, 2013

Reminder / New grants request application form for Registered Education Savings Plan (RESP)

The relevant authority introduced new government grant forms. Starting December 1, SDE 0069, SDE 0071 and SDE 0073 are no longer accepted.

SDE 0093: Application for Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) will need to be completed for all new contracts and transferred Registered Education Savings Plans. Annex A & B are only required if there are additional beneficiaries or if the subscriber is not the Primary Caregiver and/or Custodial Parent of the Beneficiary.

SDE 0093 Application for Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
http://www.hrsdc.gc.ca/eng/jobs/student/promoters/forms/sde0093.pdf

SDE 0093-A Additional Beneficiaries
http://www.hrsdc.gc.ca/eng/jobs/student/promoters/forms/sde0093-a.pdf

SDE 0093-B Primary Caregiver and/or Custodial Parent/Legal Guardian
http://www.hrsdc.gc.ca/eng/jobs/student/promoters/forms/sde0093-b.pdf