Get Maturity Application Form - Knowledge First Financial

Completing the Maturity Application Form is essential for managing your student’s post-secondary education funds. This guide provides clear, step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the Maturity Application Form and open it in your browser or preferred document editor.
2. Review the available options for your plan type and select the one that best meets your needs. Be sure to read the descriptions carefully to understand any implications, such as the transfer option available only for Family Group Plans.
3. In the Subscriber and Student Information section, enter the necessary details. This includes the RESP Agreement number(s), names and emails of subscribers, student name and email, mailing address, student address, and student SIN.
4. Complete Verification of Enrolment (Part A). Attach your proof of enrolment, such as a receipt of tuition payment or an enrolment letter. Choose the type of post-secondary education the student is pursuing.
5. Fill in Program Information, including the program name, academic term start and end dates, program type, program length in years, attendance status, and current year of enrolment.
6. If attaching proof of enrolment is not possible, ensure the registrar completes Part B of the Verification of Enrolment section. All required fields must be filled out.
7. In the Student Authorization section, the student must provide their signature and date for consent to release their post-secondary information.
8. If applicable, obtain signatures from both subscribers in the Subscriber Authorization section, along with the corresponding dates.
9. Review all entered information for accuracy before proceeding. Ensure all required sections are completed.
10. Once finalized, you can save your changes, download the completed form, print a copy for your records, or share it as necessary.

Complete the Maturity Application Form online today to ensure your student receives the benefits they deserve.