RESP Transfers

What is required to transfer an RESP from one institution to another?

• TARI T2033

• SDE 0100 Part A, B, C

• Letter of Direction

• SDE 0093

Transfer Form SDE 0100 Part A is to be completed by...

• Receiving Institution

• Relinquishing Instituion

• Client

• Promoter

Transfer Form SDE 0100 Part B is to be completed by...

• Receiving Institution

• Advisor

• Relinquishing Institution

• Client

Transfer Form SDE 0100 Part C is to be completed by...

• Client

• Advisor

• Receiving Institution

• Relinquishing Institution

Transfer Form SDE 0100 Part A, B, & C, provide what important information that a TARI T2033 does not?

• Post-Secondary School

• Fund Percentage Breakdown

• Notional History

Upon receiving an RESP transfer from another institution, the start date for the RESP from the other institution will be used on our end as well.

• True

• False

If a transfer out is being made to a receiving institution that does not administer any of the additional grant programs, CI will hold up the transfer and make a call to the client before proceeding.

• True

• False

A transfer can be made to an RESP account that has done an AIP redemption.

• True

• False

A receiving institution can apply for CESG on contributions made at a previous institution.

• True

• False

A transfer can not be completed without at least a beneficiary or subscriber in common.

• True

• False