Question about form for adding beneficiary to RESP

[madisynwalkers]

Hi,

Had another kid, filling out the form to add an additional beneficiary to family RESP: CESG Grant Form: Application: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (SDE 0093) (PDF) https://www.canada.ca/content/dam/canada/employment-social-development/migration/documents/assets/portfolio/docs/en/student_loans/resp/forms/sde0093.pdf .

At the bottom of section 2, there's a checkbox 'Total number of beneficiaries'. Is that the number of beneficiaries I'm adding with this form (ie. this new kid) or the total number of beneficiaries for the entire RESP (ie. all my kids)?

Appreciate the help!

 

[senkaku]

@madisynwalkers Total number of beneficiaries of the RESP.

 

[madisynwalkers]

@senkaku Thanks! Any chance you were filling it out for Questrade?

 

[truthseeker316]

@madisynwalkers Total number. Just did this a few months back.

 

[madisynwalkers]

@truthseeker316 Thanks! Any chance you were filling it out for Questrade?

 

[truthseeker316]

@madisynwalkers Sorry, it was for iTRADE.

 

[madisynwalkers]

@truthseeker316 For iTrade I'm guessing there was an iTrade-specific form for additional beneficiaries as well? Did you put the existing beneficiaries' info on that form too, or just the new addition?

 

[truthseeker316]

@madisynwalkers Yes, it was just the new addition.

I had to put in the account number so they already knew about the first beneficiary.