Dynamic Funds RESP Withdrawal Form Dynamic Funds RESP Withdrawal Form 2026

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  1. Click ‘Get Form’ to open the Dynamic Funds RESP Withdrawal Form in the editor.
  2. Begin with SECTION A, where you will input your RESP account number, subscriber names, addresses, and beneficiary details. Ensure all information is accurate to avoid processing delays.
  3. In SECTION B, select the withdrawal type—either for educational or non-educational purposes. Complete the relevant sections based on your choice.
  4. For educational withdrawals, provide proof of enrollment in SECTION B. Attach valid documents that confirm the beneficiary's enrollment status.
  5. Proceed to SECTION D to specify which funds you wish to withdraw from by entering fund names and amounts.
  6. In SECTION E, indicate how you would like the payment made and ensure you provide any necessary banking details for electronic transfers.
  7. Finally, sign and date the form in SECTION F. If applicable, have a joint subscriber also sign before submitting.

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Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.
2011 - DundeeWealth - Scotiabank increases its ownership in DundeeWealth to 100%. The Bank also acquires Dynamic Funds and a majority ownership in Aurion Capital through this acquisition. In 2013 Scotiabank rebrands the DundeeWealth advisory business as HollisWealth Inc.
Dynamic Funds began as a 50-member investment club in 1957. In 1963, Dynamic Fund of Canada Ltd. became a financial industry pioneer when it began to offer professional investment management to investors of all backgrounds one of the first companies in Canada to do so.
About Dynamic Funds Managing Director Mark Brisley He is passionate about helping investors achieve their financial goals and he is committed to providing them with the best possible investment advice. Mark Brisley is part of Wealth Professionals Hot List 2021.
Headquartered in Toronto, Dynamic Funds specializes in investment management, mutual funds and ETFs.

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