Canada education savings application form 2026

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The Mackenzie Education Savings Plan (RESP) offers a Family Plan for tax-effective investing to support children's education. It outlines the application process, eligibility criteria for beneficiaries, and important features of both individual and family plans. The document details the responsibilities of subscribers, investment options, government grants available, and terms regarding contributions and withdrawals. It emphasizes the importance of accurate information and compliance with regulations to maximize benefits for educational assistance.

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Click ‘Get Form’ to open the Canada Education Savings Application Form in our platform.
Begin by selecting the plan type that suits your needs: Individual Plan for a single beneficiary or Family Plan for multiple beneficiaries. Ensure you understand the eligibility criteria for each.
Fill in the Subscriber Information section accurately, including names as they appear on SIN cards, contact details, and principal business or occupation.
Designate beneficiaries by entering their names and Social Insurance Numbers (SINs). Ensure all information matches their SIN cards exactly.
Select your investment options from the attached fund listing. Be mindful of contribution limits to avoid penalties.
Complete the Pre-Authorized Chequing Plan section if you wish to set up regular contributions. Specify frequency and start date.
Sign and date the application form, ensuring all required fields are completed before submission.

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