Follow the steps to fill out the RESP Redemption Form effectively

1. Click the ‘Get Form’ button to obtain the Canada Fidelity Investments RESP Redemption Form and open it for editing.
2. Fill in the plan holder information. Ensure to provide the Fidelity RESP account number, subscriber's name, and beneficiary's name and address. This information is essential for proper identification and processing.
3. In Section A, select the type of withdrawal you are requesting. Indicate the amounts for Educational Assistance Payment (EAP) and Post-Secondary Education (PSE) withdrawal clearly. Make sure the total amount is reflected accurately.
4. Complete Section B with the necessary redemption details. Include the fund code and name, and select the desired redemption option. Be aware that in case of any discrepancies, the fund code will take precedence.
5. Proceed to Section C and provide the post-secondary enrolment information for the beneficiary. This includes the student name, school name, program name, and relevant dates regarding the current semester and program length.
6. In Section D, ensure to provide proof of enrolment documentation. Indicate whether a confirmation from the school's registrar's office is included or if relevant enrolment documents are attached.
7. Review Section E and ensure that the school registrar has signed and stamped the form if required. This verification is necessary for the approval process.
8. Obtain any necessary signatures from the subscriber and joint subscriber, if applicable, in the designated area. Check that all required signatures are complete.
9. Important: If the redemption amount is $25,000 or greater, ensure a signature guarantee stamp is affixed by an authorized financial institution.
10. Finally, review the completed form for accuracy, and once satisfied, you can choose to save changes, download, print, or share the form as needed.

Begin filling out your RESP Redemption Form online today for a seamless processing experience.