Get Canada Dynamic Funds 15dyn047 2017

Filling out the Canada Dynamic Funds 15DYN047 form online can seem overwhelming at first, but with this comprehensive guide, you will find the process straightforward and manageable. This document is essential for withdrawing from a registered education savings plan (RESP) and provides a structured way to request funds for educational purposes.

Follow the steps to complete your RESP withdrawal form accurately.

1. Click 'Get Form' button to obtain the form and open it for editing.
2. Section A: Enter your RESP account number, subscriber name, joint subscriber name (if applicable), beneficiary name, and the beneficiary's social insurance number (SIN). Select the withdrawal type by checking the appropriate box.
3. Section B: Choose the type of educational withdrawal, either for educational purposes or non-educational purposes, and complete the corresponding sections. If for educational purposes, complete sections B, D, E, and F. If not, complete sections C, D, E, and F.
4. Provide proof of enrollment as outlined. Ensure documents include necessary information such as the beneficiary's name, program type, start date, duration, and educational institution's name.
5. In Section C, if opting for a non-educational withdrawal, indicate the amount for the withdrawal of capital.
6. Section D: Specify the funds you wish to withdraw by providing the fund name, fund code, and the percentage or dollar amount for each fund. Ensure the total is accurate.
7. Section E: Indicate who the funds should be made payable to, and select the payment method (electronic funds transfer or cheque). Provide any necessary information related to your choice.
8. Section F: Sign and date the form. If there is a joint subscriber, ensure that they also sign and date the form.
9. Finally, review all entered information for accuracy, then save the changes, download, print, or share the form as required.

Get started on completing your documents online today!