InfoCapsule 6: Application form for the Canada Disability Savings Grant and the Canada Disability Savings Bond

From: Employment and Social Development Canada

Disclaimer: RDSP issuers

The information contained on this page is technical in nature. The target audience are issuers of the:

  • Registered Disability Savings Plan (RDSP)
  • Canada Disability Savings Grant (CDSG)
  • Canada Disability Savings Bond (CDSB)

For general information, visit the RDSP page.

On this page

Alternate format

A PDF version of the InfoCapsules for RDSP providers is available on the index page.

List of acronyms

CCB
Canada child benefit

CDSB
Canada Disability Savings Bond

CDSG
Canada Disability Savings Grant

DTC
Disability Tax Credit

PCG
Primary caregiver

RDSP
Registered Disability Savings Plan

SIN
Social Insurance Number

Preface

To request the Canada Disability Savings Grant (CDSG) and the Canada Disability Savings Bond (CDSB), the holder must complete and sign the application form and its annexes if applicable.

Application for the CDSG and/or CDSB (ESDC EMP 5608E)

Section 1: Information about the Beneficiary

Complete the following information about the beneficiary of the Registered Disability Savings Plan (RDSP).

Note: The beneficiary name must be entered exactly as they appear on the SIN documentation.

Section 2: Information about the Holder

Complete the information only if the holder is different from the beneficiary of the RDSP.

Note: The Holder name must be entered exactly as they appear on the SIN documentation.

Section 3: Declaration and Consent of the Holder

Complete this section only if the holder completed section 2 and is not the beneficiary.

Section 4: Declaration and Consent of the Beneficiary

This section is signed by the beneficiary if they have completed section 1, have reached the age of majority, and if they have legal capacity to sign for themselves.

Annexes

If applicable, complete and sign the required annexes and attach them to the application form.

Annex A: Joint Holder (ESDC EMP 5609E)

  • A separate Annex A must be completed for each additional holder of the RDSP not identified on the application form
  • For an existing plan, when the beneficiary reaches the age of majority, Annex A may also be used to add the beneficiary as a plan holder

Annex B: Primary caregiver (ESDC EMP 5610E)

  • A primary caregiver (PCG) is the person eligible to receive the Canada child benefit (CCB) payment for the child as defined under the Income Tax Act. A PCG can be an individual or a public entity
  • Complete this annex if the beneficiary was under the age of 18 at any time in the previous 10 years, and was eligible to receive the Disability Tax Credit (DTC) for any of those years; the beneficiary may be entitled to receive the CDSG and the CDSB from those previous years (carry forward)
  • The personal information of the PCG is used to determine the family income level, as well as to validate the beneficiary‚Äôs residency status and DTC eligibility
  • If there is more than one PCG, each will need to complete a separate Annex B

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