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Download Centre
This page contains a listing of Heritage Education Funds documents currently available for download.
NOTE
Documents require Adobe Acrobat Reader to view and due to their size may take several minutes to download. If you do not have Acrobat Reader click here to download it for free.
 ANNUAL REPORT 2009 |
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The Heritage Educational Foundation releases the 2009 Annual Report for the Heritage and Impression Plans.
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download [4416k] |
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The Heritage Educational Foundation releases the Heritage Plans Management Report of Fund Performance (MRFP) and annual audited financials statements for the Heritage Plans. This is a new disclosure document that supplements the Heritage Plans annual audited financial statements. This report provides an overview of the position and financial results of the Plans for the relevant period.
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download [445k] |
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The Heritage Educational Foundation releases the combined Management Report of Fund Performance (MRFP) and annual audited financial statements for the Impression Plan. This is a new disclosure document that supplements the Impression Plan annual audited financial statements. This report provides an overview of the position and financial results of the Plan for the relevant period.
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download [221k] |
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| The 2009 Semi-Annual Report. Unaudited Financial Statements. |
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| Heritage Education Funds RESPs are sold by Prospectus only. It is a detailed document filed each year with the Securities Commission in each province across Canada. It contains all details of the Plans from enrollment to receiving Educational Assistance Payments. |
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Heritage Prospectus download [2866k] |
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Impression Prospectus download [3456k] |
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Please use this form to select your pay-out option and request to release your Principal.
For plans maturing on July 31st, the Maturity Application form must be returned by the July 1st deadline.
Note: The Subscribers' and/or Beneficiary's full name and Contract Number(s) must be hand written in the section provided at the top of each form.
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Application Form and FAQ |
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Proof of Registration |
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This form confirms your selection of the Self-Determined Option. This option is suitable for Beneficiaries who will be enrolling in a full-time post-secondary program that is less than 2 years overall or for a Beneficiary who is not pursuing a post-secondary education. This must be completed and sent to our office by July 1st.
Note: The Subscribers' and/or Beneficiary's full name and Contract Number(s) must be hand written in the section provided at the top of each form.
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Application Form and FAQ |
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Proof of Registration |
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Please use this form for plans eligible to receive EAPs this September. Completed forms must be received before August 1st. If an extension is required, it must be requested before this deadline.
Note: The Beneficiary's full name and Contract Number(s) must be hand written in the section provided at the top of each form.
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Application Form and FAQ |
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Proof of Registration |
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To obtain your child’s SIN you need to fill out a Social Insurance Number Application (SIN). Remember, you must have this number to register your Education Savings Plan and obtain the Canada Education Savings Grant.
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download [178K] |
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| RESP GUIDE 2009 |
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The Heritage Education Funds RESP guide provides a simplified explanation of the Heritage Plan RESP |
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RESP Guide [3,000k] |
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| TELL US YOUR STORY |
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As a Beneficiary of a Heritage RESP, you have a unique story to tell. We’d appreciate hearing how your parents commitment to saving in a Heritage RESP has help you achieve your goals.
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Please click here to download the Tell us your story form [548k] |
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