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Canada Education Savings Program - RESP Provider User Guide

RESP Provider User Guide

1.0 Introduction

2.0 Education Savings Incentives

2.1 The Basic Canada Education Savings Grant (CESG)
1. Overview
2. Eligibility Criteria
3. Annual CESG Limits and Grant Room
4. Lifetime CESG Limits
5. Calculating the Basic CESG
6. Calculating Grant Room and Carry Forward
7. Applying for the Basic CESG
8. Receiving and Depositing the CESG
9. Repaying the CESG
10. Other Transactions Involving the CESG
2.2 The Basic and Additional Canada Education Savings Grant (CESG)
2.3 The Canada Learning Bond (CLB)
2.4 The Alberta Centennial Education Savings Plan Grants (Alberta Grants)

3.0 Transfers and Payments

4.0 Appendices

Chapter 2-1: The Basic Canada Education Savings Grant (CESG)

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10. Other Transactions Involving the CESG

The RESP Promoter may also be asked to handle other transactions involving the CESG. These include:

Transferring funds (including the CESG) from one RESP to another: Chapter 3-1: RESP Transfers and the Education Savings Incentives
Responding to a request for an Educational Assistance Payment (EAP) and calculating the Grant portion of the EAP: Chapter 3-2: Post-Secondary Education and Educational Assistance Payments (EAPs)

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Date Modified:: 2011-10-19

Important Notices