Resp Withdrawal Form
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RESP Withdrawal
Use this form for withdrawals of contributions, overcontributions, Education Assistance Payments (EAP) &
Accumulated Income Payments (AIP). These instructions can be used for either an individual or family RESP.
Subscriber Information
n I
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r o
N
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A
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b i
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c i f
a i
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N
a
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B
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c i f
a i
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S
N I
(if applicable)
Post Secondary Institution Type
(Mandatory for EAP Payment)
University
Community College or CEGEP
Education Institution Country Code
Education Institution Postal Code
Program Length (in Years)
Private trade, vocational, or career college
Other
st
nd
Academic Year Length (in weeks)
Current Year
Academic Start Date
(e.g. 1
, 2
, etc.)
(mm/dd/yyyy)
Transaction Information
1
2
Withdrawal
for:
Subscriber
Beneficiary
Gross Amount
: $
Transaction Type:
3
Withdrawal of Contribution
Is a beneficiary EAP Eligible?
Yes
No
Subscriber's Initial
4
Education Assistance Payment
EAP payable on behalf of an eligible beneficiary?
Yes
(attach Proof of Enrollment)
5
Accumulated Income Payment
Withdrawal of Overcontribution
(If applicable, attach Subscriber Statement for an RESP Overcontribution for $4000 or less)
Notes:
1. Withdrawal cannot be in joint names. Indicate name of Beneficiary or Subscriber for whom the withdrawal will be made. A separate form is required
for each withdrawal.
2. Withdrawal proceeds will be net of withholding tax, if applicable.
3. The appropriate amount of income and CESG will be withdrawn for each EAP requested based on CRA formula.
4. Education Assistance payments will be payable only to the beneficiary.
5. AIP – For Transfers to RRSP: Proof of RRSP Contribution Room must be verified, photocopied and attached in order for withdrawal to be
processed. CRA Form #T1171 must be completed at time of withdrawal. Contribution room can also be verified by calling CRA (including TIPS line).
Please note date and time of call.
Payments in cash: will be net of 20% tax and Resident/Non-Resident Withholding Tax.
Source of Funds
F
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N
a
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e
F
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C
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D
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A
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n
( t
) $
P
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c r
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n
a t
g
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A
m
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u
n
( t
%
)
NWT
$
%
NWT
$
%
NWT
$
%
NWT
$
%
Payment Information
P
a
e y
e
N
a
m
e
A
d
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s s
C
y t i
P
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n i
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P
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C
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e
Authorization
The withdrawal request is in accordance with the applicable terms and conditions of the Income Tax Act and the agreement between
myself and the Vendor. Joint Subscriber (if applicable) must sign for all withdrawals.
I understand that there are consequences for withdrawing contributions when the beneficiary is not eligible to receive an EAP.
X
X
S
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b i
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S
g i
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J
i o
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S
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b i
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S
g i
n
a
u t
e r
Date
(if applicable)
(mm/dd/yyyy)
R
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a t
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N
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R
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g i
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D
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R /
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(By signing here, you confirm that you have verified the Subscriber's signature)
Northwest & Ethical Investments L.P. •
500 - 1111 West Georgia Street, Vancouver, BC V6E 4T6 • Tel: 1.888.809.3333 • Fax: 604.683.2538
NEI 2009 04 013
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