Get Application: Basic And Additional Canada Education Savings ...

This guide provides clear and detailed instructions on how to complete the APPLICATION: Basic and Additional Canada Education Savings Grant form online. Users can follow these steps to ensure they provide the necessary information accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to access the form and open it in your chosen browser.
2. Begin by entering Information About the Subscriber(s). If you are the Primary Caregiver, ensure your name matches the name on your Canada Child Tax Benefit Notice. Provide your Social Insurance Number (SIN) as this is vital for CESG and CLB eligibility.
3. Next, fill out the Information About the Beneficiary section. Ensure the Beneficiary's name is exactly as it appears on their SIN documentation, along with their date of birth and Social Insurance Number.
4. In the Conditions for Payment section, review the prerequisites for CESG and CLB payments carefully. This includes residency requirements and contribution conditions.
5. If you do not wish to apply for Additional CESG or CLB, indicate your decision in the Payment of the Additional CESG and the CLB section. Ensure you select the appropriate options.
6. Complete the Declaration and Consent section by signing and dating the form. Make sure to confirm your status as the Primary Caregiver or Custodial Parent.
7. Finally, review the privacy rights provided in the last section of the form, then save changes, download, print, or share the completed document as required.

Start completing your documentation online to take advantage of the education savings programs available.