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SUBSTITUTION OF BENEFICIARY
Please use this form if you want to change the beneficiary of your plan. Certain conditions apply. Please refer to the form for further information.
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LETTER OF AUTHORIZATION MATURITY
Please use this form if the subscriber wishes to re-direct the Maturity payment to a bank account belonging to one subscriber only, or to the beneficiary of your plan.
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LETTER OF AUTHORIZATION EAP
This form is to be completed and signed by the beneficiary to re-direct the EAP to a bank account belonging to one or both subscribers of the plan.
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IMPORTANT INFORMATION ABOUT MATURITY OF YOUR PLAN
If your plan is maturing in 2016, this document provides you with important information regarding accessing the funds in your plan for the beneficiary's post-secondary education. It also gives you some details regarding our new upcoming online application process.
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SELF-DETERMINED OPTION (SDO) APPLICATION FORM
Please use this form for plans maturing this July for those who are requesting the Self-Determined Option (SDO). Note: The subscriber(s) and beneficiary's full name and contract number(s) must be clearly handwritten in the section provided at the top of each form.
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CANADA EDUCATION SAVINGS GRANT (CESG) PROGRAM AND/OR CANADA LEARNING BOND (CLB) PROGRAM APPLICATION
If the parent is subscribing, please use this form (Form SDE 0093 06-13 E)
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CANADA EDUCATION SAVINGS GRANT (CESG) PROGRAM AND/OR CANADA LEARNING BOND (CLB) PROGRAM
Step-by-step guide to completing the form if the parent is subscribing.
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CANADA EDUCATION SAVINGS GRANT (CESG) PROGRAM AND/OR CANADA LEARNING BOND (CLB) PROGRAM APPLICATION
If a grandparent, aunt or uncle, or a non-relative is subscribing, please use this form (SDE 0093-B 06-13 E) along with the SDE 0093 form.
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CANADA EDUCATION SAVINGS GRANT (CESG) PROGRAM AND/OR CANADA LEARNING BOND (CLB) PROGRAM
Step-by-step guide to completing the form if a grandparent, aunt or uncle, or a non-relative is subscribing.
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SASKATCHEWAN ADVANTAGE GRANT FOR EDUCATION SAVINGS APPLICATION
If your beneficiary is a resident of Saskatchewan, please use this form (SDE 0093-C 06-13 E). If you are also applying for the other grants, you must also complete the SDE 0093 and the SDE 0093-B if applicable.
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SASKATCHEWAN ADVANTAGE GRANT FOR EDUCATION SAVINGS
Step-by-step guide to completing the SAGES form
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BRITISH COLUMBIA TRAINING AND EDUCATION SAVINGS GRANT APPLICATION
If your beneficiary is a resident of British Columbia, please use this form (SDE 0093-D 05-15 E). If you are also applying for the other grants, you must also complete the SDE 0083 and the SDE 0093-B if applicable
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STEP-BY-STEP GUIDE - BRITISH COLUMBIA TRAINING AND EDUCATION SAVINGS GRANT (BCTESG)
Step-by-step guide to complete the BCTESG Application Form.
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SOCIAL INSURANCE NUMBER APPLICATION
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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