RESP Provider User Guide Update
Disclaimer: RESP promoters
The information contained on this page is technical in nature and is intended for Registered Education Savings Plan (RESP) and Canada Education Savings Program promoters. For general information, visit the RESP section.
Official title: Provider User Guide Update
- August 22, 2011
- RESP Provider User Guide Update
The purpose of this Information Bulletin is to inform RESP Providers about recent updates to the RESP Provider User Guide.
Navigational Improvements to the RESP Provider User Guide
In order to make the RESP Provider User Guide more accessible and easier to navigate, the CESP has improved the HTML version of this guide. You can access this guide online.
2010 Federal Budget – Benefits Entitlement and Shared Custody
Previous Information Bulletin
This Information Bulletin updates the Information Bulletin PCEE/CESP-2011/12-001-432 dated April 5, 2011.
With the introduction of the shared custody provision announced in the 2010 Federal Budget, a beneficiary under 18 years of age could have two primary caregivers (PCGs) in the same month in a given year.
To accommodate this change, the CESP will validate Additional CESG eligibility using the PCG identified on contribution transactions reported to the CESP system by the promoter.
This change applies to transactions requesting Additional CESG that are processed by the CESP on or after July 1, 2011.
The RESP Provider User Guide now incorporates shared custody information. You can access the updated versions of Chapters 2-2 and 2-3 online using the links below:
Process Update - Resolving Transfers
Previous Information Bulletin
This Information Bulletin updates the Information Bulletin PCEE/CESP-2010/11-002-398 dated July 22, 2010.
The CESP introduced changes to reduce the administrative burden associated with RESP transfers by amending paragraph 3.7(b) of the Promoter Agreement and paragraph 4.4(b) of the Trustee Agreement which removed the requirement to match transfer transactions. These agreements were amended in 2010.
The RESP Provider User Guide now incorporates these changes. You can access the updated version of Chapter 3-1 online using the links below:
Understanding Error Codes – Appendix E
In order to assist promoters in resolving errors in RESP transactions, appendix E (Understanding Error Codes) of the RESP Provider User Guide has been revised. You can access this appendix online using the link below:
Other Updates to Promoter Tools
Alberta Grants Quick Facts
The Quick Facts document for the Alberta Centennial Education Savings Plan Grants (Alberta Grants) has been updated.
As revisions to promoter tools are implemented on an ongoing basis, please consult the Promoter tools section for the most recent versions.
Questions on this Information Bulletin should be directed to the Canada Education Savings Program by e-mail at firstname.lastname@example.org or by calling 1-888-276-3632.
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