Resp transfer form 2026

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. 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.
4. 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.
5. Proceed to Area IV for Transfer Eligibility Information. Answer each question regarding compliance with regulations by selecting 'Yes' or 'No'.
6. Finally, complete Area V by certifying that all information is correct. Enter your name as an authorized representative along with your signature and date.

Start using our platform today for free to streamline your RESP transfer process!