RESP Withdrawal Form - Raymond James Ltd. 2026

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  1. Click ‘Get Form’ to open the RESP Withdrawal Form in the editor.
  2. Begin by entering the Request Date and your RJL RESP Account Number at the top of the form.
  3. Fill in your name and, if applicable, the Joint Subscriber’s Name. This ensures that all parties are identified.
  4. Indicate the amount you wish to withdraw for Educational Assistance Payments (EAP) and Post Secondary Education Capital Withdrawals (PSE). Make sure to circle whether it is for a Subscriber or Beneficiary.
  5. Provide details about the educational institution, including its name, type, address, and relevant dates. This information is crucial for processing your request.
  6. Review all entries carefully before signing and dating the form at the bottom. Ensure that all required fields are completed accurately.

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