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- Click ‘Get Form’ to open the docmgt in the editor.
- Begin with SECTION A, entering your RESP ACCOUNT NUMBER, SUBSCRIBER NAME, and any JOINT SUBSCRIBER NAME if applicable. Ensure you also include the BENEFICIARY NAME and their SIN.
- In SECTION B, select the WITHDRAWAL TYPE by checking either 'Educational Purposes' or 'Non-Educational Purposes'. Complete the relevant sections based on your selection.
- For educational withdrawals, provide proof of enrollment in the designated fields. Fill in details such as INSTITUTION NAME, PROGRAM ENROLLED IN, and ACADEMIC YEAR START DATE.
- Proceed to SECTION D to specify which funds you wish to withdraw from by entering FUND NAME, FUND CODE, and either PERCENTAGE or DOLLAR AMOUNT for each fund.
- In SECTION E, indicate who should receive the payment and how it should be made (EFT or cheque). Make sure to fill in any necessary mailing information.
- Finally, complete SECTION F by signing and dating where indicated for both SUBSCRIBER and JOINT SUBSCRIBER if applicable.
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