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- Click ‘Get Form’ to open it in the editor.
- Begin by providing your RESP Account Details. Fill in the RESP Account number, Subscriber information, Beneficiary Name, and Social Insurance Number. Ensure you check the declaration box confirming the beneficiary's residency status.
- Indicate the type of withdrawal you are requesting. Choose between Partial Withdrawal, Full Withdrawal, Education Assistance Payment (EAP), Post-Secondary Educational Capital Withdrawal (PSE), or Non-Educational Capital Withdrawal (NCW). Be mindful of any tax implications associated with your choice.
- Enter the withdrawal amount and specify whether it should be net or gross. Select who the payment should be made payable to—either Beneficiary or Subscriber.
- Provide your banking details for direct deposit or wire transfer. Include transit numbers and account information as required.
- Attach proof of enrolment documentation if applicable, ensuring it meets all specified requirements.
- Finally, sign and date the form to complete your request.
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