Follow the steps to complete your application online.

1. Click the ‘Get Form’ button to obtain the form and open it in an online editor.
2. Fill in the RESP contract number and the subscriber's family and given names. This information identifies the account associated with the application.
3. Provide information about the primary caregiver or their spouse in Section B-1. This includes the family name, given name, and Social Insurance Number (SIN).
4. In Section B-2, enter details about the custodial parent/legal guardian if they differ from the primary caregiver or spouse. Include their family name, given name, and any necessary identifiers.
5. Complete Section B-3 only if the custodial parent/legal guardian is not the same as the primary caregiver or spouse. Use their information to ensure accuracy.
6. Provide details about the beneficiary in Section B-4, including their family name, date of birth, given name, sex, and SIN. Ensure the beneficiary's name matches their SIN documentation.
7. Decide if you want to refuse the Additional Canada Education Savings Grant (CESG) and/or Canada Learning Bond (CLB) in Section B-5. If opting out, check the appropriate boxes and provide reasons if necessary.
8. In Section B-6, read the declaration and consent carefully. You must sign and date this section to grant consent for your information to be shared as needed.
9. After completing all sections, review the form for accuracy. Save any changes made during your online session.
10. Finally, download, print, or share the completed form as necessary. Remember to keep a copy for your records.

Complete your documents online now and ensure a timely application for your education savings grants.