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InfoCapsules for RESP Providers
What are InfoCapsules for RESP Providers?
InfoCapsules for RESP Providers are one-page quick-reference documents that explain the Canada Education Savings Program and associated incentives. For more comprehensive information, consult the RESP Provider User Guide.
Consult this page frequently for newer versions. The following laws and regulations take precedence over information contained in InfoCapsules in the event of discrepancies:
- Income Tax Act
- Canada Education Savings Act
- Canada Education Savings Regulations
- Alberta Centennial Education Savings Plan Act
- Alberta Centennial Education Savings Plan Regulation
Accessing InfoCapsules Online
You can download individual InfoCapsule documents, or the entire InfoCapsule series, by using the download links to PDF documents below. If you are experiencing problems downloading the files below, please visit our How to Download PDFs page.
Table of Contents
All InfoCapsules - PDF, 21 pages (516kb, 2012-01-20)
Getting Started
1 - Overview: Canada Education Savings Program - PDF 131kb (2011-12-23)
2 - Help at a Glance - PDF 50kb (2011-12-23)
3 - Roles and Responsibilities - PDF 50kb (2011-12-23)
4 - Subscriber - PDF 84kb (2011-12-23)
5 - Primary Caregiver - PDF 81kb (2012-01-01)
6 - Relationship to the Subscriber - PDF 41kb (2010-07-16)
7 - Social Insurance Numbers (SINs) - PDF 48kb (2011-12-23)
8 - Comparison of Family and Individual (Non-Family) Plans - PDF 88kb (2011-12-23)
9 - Group Plans - PDF 115kb (2011-12-23)
Incentives and Transactions
10 - CESG Eligibility and Application Process - PDF 53kb (2012-01-01)
11 - Calculating CESG - PDF 67kb (2012-01-01)
12 - Grant Room and Carry Forward - PDF 49kb (2010-07-16)
13 - CLB Eligibility and Application Process - PDF 52kb (2011-12-23)
14 - CESG Limits - PDF 48kb (2012-01-01)
15 - Overcontributions and Contribution Withdrawals - PDF 46kb (2010-11-01)
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16 - RESP Transfers - PDF 47kb (2012-01-20)
17 - Educational Assistance Payments (EAPs) - PDF 103kb (2011-02-04)
18 - Calculating the EAP - PDF 57kb (2011-12-23)
19 - Alberta Centennial Education Savings Plan Grants Eligibility and Application Process - PDF 48kb (2011-03-14)
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