Get Annex B Primary Caregiver And/or Custodial Parent/legal Guardian Application: Basic And Additional

Completing the ANNEX B application for the Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) is a crucial step for caregivers looking to secure funding for a child's education. This guide provides clear, step-by-step instructions to help users navigate the form and complete it accurately online.

Follow the steps to fill out the ANNEX B application successfully.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Complete Section B-1 with information about the Primary Caregiver. Ensure you provide your Family Name, Given Name, and Social Insurance Number as exactly shown on your Canada Child Tax Benefit (CCTB) notice.
3. If applicable, indicate if you are also the Custodial Parent/Legal Guardian of the Beneficiary by checking the relevant box.
4. If the Custodial Parent/Legal Guardian differs from the Primary Caregiver, fill out Section B-3 by providing their Family Name, Given Name, and other required details.
5. Proceed to fill out the Beneficiary’s information, including their Family Name, Given Name, Date of Birth, Social Insurance Number, and Sex. Ensure the Beneficiary’s name matches their SIN documentation exactly.
6. If you do not want to apply for the Additional CESG and/or CLB, complete Section B-4 by checking the corresponding boxes.
7. Read Section B-5 carefully, and then confirm by signing and dating the Declaration and Consent section to authorize any required verifications.
8. Review all entered information for accuracy. After confirming that everything is correct, save your changes. You can then download, print, or share the completed form as needed.

Complete your ANNEX B application online today to secure educational funding for your child.