Get Lifelong Learning Plan Form

Navigating the Lifelong Learning Plan Form can be straightforward with the right guidance. This comprehensive guide will walk you through each section of the form, ensuring you understand the requirements and can complete it effectively.

Follow the steps to successfully complete the Lifelong Learning Plan Form.

1. Click ‘Get Form’ button to obtain the Lifelong Learning Plan Form and open it in your preferred editing tool.
2. Begin by completing Part 1 of the form. Enter your name, social insurance number, address, province or territory, city, and postal code. This information is essential for processing your request.
3. Identify the LLP student by checking the appropriate box. If it is your spouse or common-law partner, provide their name and social insurance number.
4. Answer the first question regarding enrollment in a qualifying educational program. If you select 'Yes', proceed to question 2. If 'No', you cannot proceed with the withdrawal and should not complete the form.
5. Indicate whether the student is enrolling as a full-time or part-time student. This will determine which questions to answer next.
6. If the student is part-time, you will need to answer if they meet any disability conditions as per the guide. Select 'Yes' or 'No' accordingly.
7. Specify the amount you wish to withdraw by filling in the dollar amounts in lines A, B, and C as applicable.
8. Indicate if this is your first LLP withdrawal for the year. If 'No', state the amount already withdrawn under the LLP this year.
9. Complete the question regarding previous withdrawals under the LLP from past years.
10. Provide the account number of the RRSP from which you want to withdraw funds.
11. Certify the accuracy and completeness of your information by signing and dating the form.
12. After completing the form, save any changes you made. You may then download, print, or share the completed form as needed.

Start filling out your Lifelong Learning Plan Form online today to ensure a smooth withdrawal process.