Get Rdsp Application Form

Filling out the RDSP application form online can be a straightforward process if you follow the right steps. This guide will take you through each section of the form, ensuring that you provide all necessary information accurately.

Follow the steps to complete your RDSP application form online:

1. Press the ‘Get Form’ button to obtain the RDSP application form and open it in your preferred online editing tool.
2. Begin with the 'Plan Information' section. Indicate whether you're transferring from another Disability Savings Plan account by checking the appropriate box.
3. In the 'Account Holder(s) Details' section, enter the personal information of all account holders. Ensure names match exactly with what is on their Social Insurance Number (SIN) card.
4. Fill in details about the Beneficiary in the 'Beneficiary Details' section. Again, it is crucial that names and SIN appear as they do on the SIN card.
5. Proceed to the 'Primary Caregiver' section if the Beneficiary is under 18. Enter the caregiver's information, ensuring to check the box for their legal status.
6. Complete the 'Dealer Information' section, providing the necessary details of your financial advisor or dealer assisting you with the RDSP.
7. In the 'Investment Selection' section, refer to the attachment for fund choices and indicate your investment preferences.
8. Move on to the 'PAD/PAC Authorization' section to set up pre-authorized contributions. Be sure to attach a void specimen cheque.
9. Detail any automatic transfer or exchange instructions if applicable, specifying the frequency and start date for such transactions.
10. For 'Grant & Bond Allocation,' select which fund(s) to allocate these benefits and ensure you have attached any required forms.
11. Finally, in the 'Account Holder Signature' section, make sure to sign and date the form. This can usually be done electronically.
12. Once everything is complete, save your changes, and consider options to download, print, or electronically submit the form as necessary.

Start your RDSP application now by filling out the form online!