RDSP, Grant and Bond Issuers
The information on this page is intended for Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant and Bond issuers.
Systems Documentation
- Understanding Error Codes: Explains error codes generated by the Canada Disability Savings Program (CDSP) system and provides guidance on how to resolve them.
- Data Operations and Connectivity Guide: Provides detailed information about setting up secure encrypted bi-directional telecommunications operations between financial institutions and Human Resources and Skills Development Canada (HRSDC).
- Industry Testing Guide: Outlines the guidelines and processes for Industry Testing of the CDSP system.
- Interface Transaction Standards: Contains detailed data formats for the electronically exchanging financial and contract transactions between financial institutions and HRSDC.
- Production Cut-off Dates: Provides the production cut-off dates for monthly production runs.
Publications
- InfoBulletins: Provides information about updates and changes to the Canada Disability Savings Program.
- InfoCapsules: One-page quick-reference documents that explain the Registered Disability Savings Plan, the Canada Disability Savings Grant and the Canada Disability Savings Bond.
Forms
Application Forms
- Canada Disability Savings Grant and/or Canada Disability Savings Bond For Beneficiaries Aged 18 or Over: This form will be used by RDSP Holders to request that Canada Disability Savings Grants and/or Canada Disability Savings Bonds be deposited into the RDSP of a beneficiary aged 18 and over.
- Canada Disability Savings Grant and/or Canada Disability Savings Bond For Beneficiaries Under the Age of 18: This form will be used by RDSP Holders to request that Canada Disability Savings Grants and/or Canada Disability Savings Bonds be deposited into the RDSP of a beneficiary under the age of 18.
Revocation Form
- Revocation of Request for Canada Disability Savings Grants and/or Canada Disability Savings Bonds: This form will be used by RDSP Holders to revoke a request for payments of the Canada Disability Savings Grant and/or Canada Disability Savings Bond to the Issuer in respect of the beneficiary's RDSP.
Issuer Enrolment Process
In order to become an Issuer of the Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant (Grant) and Canada Disability Savings Bond (Bond), there are a number of steps to follow.
Please note these steps are not necessarily in sequential order and some may be completed simultaneously :
- The Issuer submits their Specimen Plan(s) to the Canada Revenue Agency (CRA) for approval and advises the Canada Disability Savings Program (CDSP) accordingly.
- Specimen Approval Process and Requirements
- Sample Pro Forma : provides trustees with a platform from which to customize a Declaration of Trust.
- The Issuer completes and/or submits the following documents to CDSP for the signing of the agreement including :
- CDSP Issuer Identification Form;
- CDSP Agent Identification Form (if applicable);
- CDSP Issuer/Agent Accessibility Self-Assessment Form;
- Proof of Signing Authority;
- Extract of the Agency Agreement (if applicable);
- Notice of Delegation of Duties to an Agent (if applicable); and
- Direct Deposit Form.
- The Issuer requests a Training Session from CDSP.
- The Issuer completes Industry Testing with CDSP.
- The Issuer signs an agreement for the purpose of the exchange of information and the payment of the Grant and the Bond with Human Resources and Skills Development Canada (HRSDC).
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