InfoCapsules for RDSP providers

InfoCapsules are quick-reference documents that explain the Registered Disability Savings Plan, the Canada Disability Savings Grant and the Canada Disability Savings Bond.

Disclaimer: RDSP issuers

The information contained on this page is technical in nature and is intended for Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant (CDSG) and Canada Disability Savings Bond (CDSB) issuers. For general information, visit the RDSP section.

Consult this page frequently for newer versions. The following laws and regulations take precedence over information contained in InfoCapsules in the event of discrepancies:

  • Income Tax Act
  • Canada Disability Savings Act
  • Canada Disability Savings Regulations

Alternate formats

List of InfoCapsules

  1. Overview of a Registered Disability Savings Plan (RDSP) (updated on 2022-01-07)
  2. Administrative responsibilities. Who does what (updated on 2019-07-15)
  3. Life cycle of a Registered Disability Savings Plan (RDSP) (updated on 2019-07-15)
  4. Holder (updated on 2019-07-15)
  5. Primary caregiver (PCG) (updated on 2019-07-15)
  6. Application form for the CDSG and the CDSB (updated on 2019-07-15)
  7. Plan registration (updated on 2019-07-15)
  8. Canada Disability Savings Bond (CDSB) (updated on 2022-01-07)
  9. Contributions and rollovers (updated on 2019-07-15)
  10. Canada Disability Savings Grant (CDSG) (updated on 2022-01-07)
  11. Carry forward (updated on 2019-07-15)
  12. Withdrawals (DAP and LDAP) (updated on 2019-07-15)
  13. Shortened life expectancy (updated on 2019-07-15)
  14. Payment rules and limits (updated on 2019-10-29)
  15. Understanding error codes and refusal reasons (updated on 2019-07-15)
  16. Repayment rule (updated on 2019-07-15)
  17. Assistance holdback amount (AHA) (updated on 2019-07-15)
  18. Transfers (updated on 2019-07-15)
  19. Plan closure (updated on 2019-11-25)
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