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F51-183A-2

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0% found this document useful (0 votes)
133 views

F51-183A-2

Uploaded by

Martino Xalil
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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REQUEST TO WITHDRAW FUNDS FROM A REGISTERED EDUCATION


SAVINGS PLAN (RESP) FOR NON-EDUCATIONAL PURPOSES
F51-183A-2
Do not complete this form if making an educational withdrawal – use form F51-183A-1 instead.

RESP contract number: Subscriber name: ____________________________________________________________

Advisor name: ____________________________________________________ Joint Subscriber name: ________________________________________________________

If we have any questions, who should we contact? Advisor/Broker (default) OR Subscriber


Preferred contact information: Telephone: _____________________________ Email: __________________________________________________________________

A- Withdrawal of contributions
– Grants will be returned to the government in proportion to the amount of contributions withdrawn.
– Withdrawal fees may apply as outlined in your information folder.
– Investment income cannot be withdrawn until the conditions of the Accumulated Income Payment (see section B below) are met or the beneficiary is eligible for Educational Assistance
Payments.
– Withdrawal instructions must ALWAYS be completed for My Education or My Education+ contracts – for both total and partial withdrawals.

Withdrawal of all contributions (does not necessarily close the contract due to presence of income)
If the sum total of contract income and Canada Learning Bond (CLB) funds is greater than $100, the contract will remain open. If not, the CLB will be returned to the government
and remaining income must be donated to a post-secondary school of your choice (please specify school name and address):

____________________________________________________________________________________________________________________________________________
Partial withdrawal amount: ______________________________________ (net by default)

WITHDRAWAL INSTRUCTIONS (MUST BE COMPLETED FOR MY EDUCATION OR MY EDUCATION+ CONTRACTS)

High Interest Savings Account Fund no. % or $ Fund no. % or $


 roportional
P Daily Interest Fund+ 1. 4.
withdrawal OR Guaranteed Interest Fund 2. 5.
(default)
Investment funds 3. 6.
(complete table)

Payment method: Cheque (default) OR  irect deposit (attach pre-printed void cheque)
D

Special instructions: ____________________________________________________________________________________________________________________________

____________________________________________________________________________________________________________________________________________

B- Accumulated income payment


To be eligible for an Accumulated Income Payment (AIP), the subscriber must be a Canadian resident and the withdrawal can only be payable to one subscriber. One of the following conditions
must be met:
– The plan has been in existence for more than 10 years AND each individual who is or was a beneficiary under the plan has reached 21 years of age and is not currently eligible to receive
Educational Assistance Payments, OR
– The RESP has been open for 35 years, OR
– Each individual who is or was a beneficiary under the plan is deceased.

WITHDRAWAL INSTRUCTIONS:
Total withdrawal Note - AIP withdrawals are subject to additional taxes

– Payment method: Cheque (default) OR  irect deposit (attach pre-printed void cheque)
D

– Payable to which subscriber: ______________________________________________________________________________________ (will be taxed for the withdrawal)

Total transfer to my RRSP/the spousal RRSP for which I am the contributor (Please complete and submit T1171E)

– RRSP contract number: _______________________________________

– Institution name and address (if RRSP held externally): _____________________________________________________________________________________________

C- Signatures
I request that the indicated transactions be carried out in accordance with the conditions and stipulations of the contract.

________________________________ ______-______-_____________ ________________________________ ________________________________


Subscriber Date (dd/mm/yyyy) Joint Subscriber Advisor
(LTA cannot be used)

Validate and Print


June 2019
iA Financial Group is a business name and trademark of F51-183A-2(19-06)
Industrial Alliance Insurance and Financial Services Inc.

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