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The document is a Registered Education Savings Plan (RESP) Transfer Form, specifically Form B, which is to be completed by the Receiving Promoter. It includes sections for receiving promoter information, details about the RESP being transferred, beneficiary information, transfer eligibility criteria, and certification by an authorized representative. The guidelines outline the conditions for eligible transfers of funds between RESPs, including compliance with tax regulations and specific rules regarding beneficiaries.

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Click ‘Get Form’ to open it in the editor.
Begin with Area I, where you will enter the Receiving Promoter Information. Fill in the name, address, city, province/territory, postal code, contact name, and telephone number.
Move to Area II to provide details about the Receiving RESP. Specify the specimen plan number and select the RESP type (Individual, Family, or Group). Include the RESP contract number and subscriber family names.
In Area III, list all beneficiaries. For each beneficiary, input their family name, first name, sex, social insurance number, date of birth (YYYY-MM-DD), and relationship to the subscriber. If there are more than three beneficiaries, complete the attached annex.
Proceed to Area IV for Transfer Eligibility Information. Answer each question regarding compliance with regulations by selecting 'Yes' or 'No'.
Finally, complete Area V by certifying that all information is correct. Enter your name as an authorized representative along with your signature and date.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens to RESP if I move to the USA?

For U.S. tax purposes, income earned in an RESP is not tax-deferred and the U.S. considers RESPs to be foreign trusts. The U.S. tax implications for RESPs depend mainly on the residency of the contributing person and the beneficiary.

What happens to RESP if you leave Canada?

An RESP can remain open even if you, as the subscriber, are a non-resident of Canada, but there may be Canadian tax implications if you decide to close the plan. You can withdraw the capital you contributed to the plan as a tax-free return of contributions at any time or you can direct that payment to the beneficiary.

Can I get my RRSP back when I leave Canada?

Yes, you can withdraw your Registered Retirement Savings Plan (RRSP) if you leave Canada, but there are several important factors to consider: Withholding Tax: When you withdraw funds from your RRSP, the Canada Revenue Agency (CRA) imposes a withholding tax.

What happens to RESP if not used for school in Canada?

Grants are paid by the government to encourage higher education, and as such, if your child doesnt attend a qualifying educational program, all grant amounts paid into the RESP must be repaid to the government.

What happens if a Canadian stays out of Canada for more than 6 months?

In actual fact, you can be absent from Canada as long as you want. The Canadian government recognizes that citizens may travel extensively, work or study abroad. You will always maintain your Canadian citizenship. What absentia may affect is your Canadian health care coverage and income tax.

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How to transfer RESP to another RESP?

There are three forms used in the process. You, the subscriber, fills out one form while Canada Life and the transferring RESP plan provider will fill out the other two. These transactions are processed through the Canada Education Savings Programs (CESP) by both Canada Life and the transferring plan provider.

Resp transfer form 2026

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What happens to RESP if I move to the USA?

What happens to RESP if you leave Canada?

Can I get my RRSP back when I leave Canada?

What happens to RESP if not used for school in Canada?

What happens if a Canadian stays out of Canada for more than 6 months?

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How to transfer RESP to another RESP?

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