Appendix D. Registered Education Savings Plan provider user guide – Forms index

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.

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A PDF version of the Registered Education Savings Plan provider user guide is available on the index page.

List of acronymns

BCTESG

British Columbia Training and Education Savings Grant

CESG

Canada Education Savings Grant

CLB

Canada Learning Bond

CRA

Canada Revenue Agency

EAP

Educational assistance payment

RESP

Registered Education Savings Plan

SAGES

Saskatchewan Advantage Grant for Education Savings

SIN

Social Insurance Number

Introduction

The Registered Education Savings Plan (RESP) provider user guide makes reference to a number of forms related to:

  • the application for, and/or
  • the management of processes associated with the education savings incentives

The attached index lists all of the forms alphabetically. It also provides the location(s) in the guide where information and instructions pertaining to each form can be found.

D.1. Alphabetical list of forms

Table 1: Alphabetical list of forms
Form title Chapter Heading
Annex C – Application: Saskatchewan Advantage Grant for Education Savings (SAGES) (SDE 0093-C) Chapter 8. Saskatchewan Advantage Grant for Education Savings
Appendix A. Application forms – Education savings incentives
A.1.2.5. When applying for SAGES
Annex D – Application: British Columbia Training and Education Savings Grant (BCTESG) (ESDC SDE 0093-D) Chapter 7. British Columbia Training and Education Savings Grant
Appendix A. Application forms – Education savings incentives
A.1.2.6. When applying for BCTESG
Application: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (ESDC SDE 0093) Chapter 5. The Canada Education Savings Grant 5.6.1. The application process for the Basic and the Additional CESG
Application: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (ESDC SDE 0093) Chapter 6. The Canada Learning Bond 6.3.1. The application process – the CLB
Application: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (ESDC SDE 0093) Appendix A. Application forms – Education savings incentives A.1. Application form ESDC SDE 0093
Canada Learning Bond (CLB) Application for Adult Beneficiaries (ESDC SDE 0107) Appendix A. Application forms – Education savings incentives A.2. Application form ESDC SDE 0107
Request for an Educational Assistance Payment (EAP) Over $5,000 from a Registered Education Savings Plan Chapter 10. Post–secondary education and educational assistance payments 10.5.1. Special requests for EAPs in excess of the $5,000 or $2,500 limits
Request for an Educational Assistance Payment (EAP) Over $2,500 from a Registered Education Savings Plan Chapter 10. Post–secondary education and educational assistance payments 10.5.1. Special requests for EAPs in excess of the $5,000 or $2,500 limits
RESP transfer form:
Part A: Subscriber request
(SDE 0100 – Part A)
Part B: Receiving promoter
(SDE 0100 – Part B)
Part C: Relinquishing promoter
(SDE 0100 – Part C)
Annex 1: Additional beneficiaries
(SDE 0100 – Annex 1)
Chapter 9. Registered Education Savings Plan transfers and the education savings incentives 9.5. Transfer form
Saskatchewan Advantage Grant for Education Savings Waiver of Repayment Chapter 8. Saskatchewan Advantage Grant for Education Savings 8.8.2.2. Waiver of repayment
SIN application form Chapter 2. Key concepts
Chapter 4. Registered Education Savings Plans
4.2.3. Social Insurance Numbers (SINs)
Subscriber statement for an RESP over–contribution withdrawal of $4,000 or less (ESDC SDE 0074) Chapter 5. The Canada Education Savings Grant 5.8.2.1. Order of contribution withdrawals (box: withdrawals to correct an over-contribution)
T1E OVP Individual income tax return for RESP excess contributions for (year)
Note: Canada Revenue Agency (CRA) form.
Chapter 4. Registered Education Savings Plans 4.5. Over–contributions

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