Fillable ANNEX C APPLICATION: Saskatchewan Advantage Grant for Education (Mackenzie Investments)

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ANNEX C APPLICATION: Saskatchewan Advantage Grant for Education (Mackenzie Investments)

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  • 33 other fields

Country of origin: CANADA
File type: PDF

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ESDC SDE 0093-C (2017-05) E
ANNEX C - SAGES Page 1 of 3
Ce formulaire est disponible en français
Employment and
Social Development Canada
Emploi et
Développement social Canada
ANNEX C
APPLICATION: Saskatchewan Advantage Grant for Education Savings (SAGES)
APPLICATION: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
This annex is only for beneficiaries who are residents of Saskatchewan.
Instructions:
1. This annex is to be completed and signed by the subscriber(s) of the Registered Education Savings Plan (RESP). The custodial
parent/legal guardian also must sign if different than the subscriber(s).
2. Read this document carefully. If you have questions, do not hesitate to ask the RESP provider.
3. This annex is valid only if completed, signed, dated and given to the RESP provider. Do NOT send directly to Employment and
Social Development Canada (ESDC).
4. Keep a copy for your records.
RESP provider RESP contract No.
C-1
Information about the subscriber(s)
You are the subscriber if
you opened the RESP for
the eligible children.
If applicable.
In the case of a child
care agency.
Subscriber's family name (last name) Subscriber's given name (first name)
Joint subscriber's family name (last name)
Joint subscriber's given name (first name)
Name of agency
Name of agency representative
C-2
Information about the beneficiaries
If you answer NO, the
SAGES will not be paid.
YES NO
There is only one beneficiary named to this RESP OR all beneficiaries are siblings AND
all beneficiaries listed on this annex are residents of Saskatchewan (SK).
The beneficiary is the
child named by the
subscriber who will
receive the education
savings incentives to help
pay for his or her
post-secondary education
if they qualify under the
terms of the RESP.
Beneficiary's family name (last name)
Beneficiary's given name (first name)
Date of birth (yyyy/mm/dd)
Sex
Male Female
SK resident since (yyyy/mm/dd)
Beneficiary's family name (last name)
Beneficiary's given name (first name)
Date of birth (yyyy/mm/dd)
Sex
Male Female
SK resident since (yyyy/mm/dd)
Beneficiary's family name (last name)
Beneficiary's given name (first name)
Date of birth (yyyy/mm/dd)
Sex
Male Female
SK resident since (yyyy/mm/dd)
For more than three beneficiaries, attach additional copies of this annex.
Additional beneficiaries - see attached
= Total number of beneficiaries
ESDC SDE 0093-C (2017-05) E
ANNEX C - SAGES Page 2 of 3
Ce formulaire est disponible en français
Employment and
Social Development Canada
Emploi et
Développement social Canada
C-3
Conditions for payment of the SAGES
This section explains the
conditions under which
the grant will be paid into
an RESP.
1. In order for the SAGES to be paid, the beneficiary must be resident of Saskatchewan at the time a contribution to
the RESP is made.
2. The SAGES may be paid only if the RESP has one beneficiary or, if there is more than one, all beneficiaries are
siblings.
3. If the beneficiary is 16 or 17, at least one of the following must have occurred in order for the beneficiary to be
eligible for the SAGES:
• In any four years before the end of the calendar year in which the beneficiary turned 15, a total of at least
$100 per year must have been contributed to one or more RESPs in respect of the beneficiary, and not
withdrawn. OR
• A total of at least $2,000 must have been contributed to one or more RESPs in respect of the beneficiary
before the end of the calendar year in which the beneficiary turns 15, and not withdrawn.
C-4
Declaration and consent
You must read this
section and sign to
receive the grant in this
RESP.
I authorize the RESP provider to ask the trustee to apply for the SAGES in respect of the beneficiaries.
I confirm that the beneficiaries are residents of Saskatchewan and I agree to inform the RESP provider if, at any time,
there is a change in the beneficiaries' circumstances.
I authorize that the information related to this RESP be used for the purposes of administering the SAGES.
I understand that the Privacy Act (Canada) gives me (or my authorized representative) the right to access or request
correction to my personal information and the beneficiaries' personal information (as applicable) kept in the
government file.
I confirm that I have read and understood this document, including my privacy rights found in Section C-5, and I
consent to the use and sharing of my personal information and the beneficiaries' personal information (as applicable).
Subscriber's signature
Date (yyyy/mm/dd)
Joint subscriber's signature (if applicable)
Date (yyyy/mm/dd)
To be completed only
if different than the
subscriber/joint
subscriber
Custodial parent/legal guardian's signature
Date (yyyy/mm/dd)
Custodial parent/legal guardian's name (please print)
click to sign
signature
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signature
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signature
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ESDC SDE 0093-C (2017-05) E
ANNEX C - SAGES Page 3 of 3
Ce formulaire est disponible en français
Employment and
Social Development Canada
Emploi et
Développement social Canada
Your privacy rights
C-5
This section explains why
your information is
collected and how it is
used, shared and
protected. It also explains
how you can access your
personal information.
The personal information you provide is collected under the authority of The Saskatchewan Advantage Grant for
Education Savings Act (Government of Saskatchewan), The Saskatchewan Advantage Grant for Education Savings
Regulations (Government of Saskatchewan) the Department of Employment and Social Development Act (Government
of Canada), the Canada Education Savings Act (Government of Canada) and the Income Tax Act (Government of
Canada) for the administration of the SAGES.
You are not obligated to provide any personal information. However, refusal to provide personal information will result in
ESDC being unable to pay the SAGES to the trustee in respect of the RESP beneficiary.
The personal information you provide may be used by and shared between the following parties for the administration of
The Saskatchewan Advantage Grant for Education Savings Act and the Income Tax Act: the Government of
Saskatchewan, ESDC, the Canada Revenue Agency, the RESP provider and its agents, the trustee, and between
RESP providers when transferring RESP assets.
Information may be shared with a third party contracted by ESDC for direct mailings. Information may be used for policy
analysis, research, statistical and/or evaluation purposes. Information may also be disclosed to Statistics Canada for
research and statistical purposes. However, these additional uses will never result in an administrative decision being
made about you.
Once under the control of ESDC, the information is administered in accordance with the Department of Employment
and Social Development Act, the Canada Education Savings Act, the Privacy Act and all other applicable laws.
You have the right to the protection of, and access to, your personal information. The personal information banks ESDC
PPU 506 and ESDC PPU 390 describe the types of information held by ESDC for the administration of the SAGES by
the Canada Education Savings Program. Instructions for obtaining this information are outlined in the government
publication entitled Info Source, which is available at Canada.ca/infosource-ESDC. Info Source may also be accessed
online at any Service Canada Centre.
You have the right to file a complaint with the Privacy Commissioner of Canada regarding the institution's handling of
your personal information. Additional information is available at www.priv.gc.ca/en.
C-6
Definitions
These definitions are
provided for your
information only and do
not constitute the legal
definitions. In the event of
a discrepancy, the legal
definitions found in the
Income Tax Act and the
Canada Education
Savings Act and The
Saskatchewan Advantage
Grant for Education
Savings Act shall prevail.
Custodial parent/legal guardian: Individual, department, agency or institution that has the responsibility of taking care
of the child and the legal right to make decisions affecting the child's interests.
RESP provider (also called promoter): Individual or organization offering an RESP to the public and who will open an
RESP for the subscriber.
Saskatchewan Advantage Grant for Education Savings (SAGES): A payment of 10% on the $2,500 of annual RESP
contributions made on behalf of an eligible beneficiary, up until the end of the calendar year in which the beneficiary
turns 17.
Subscriber: Individual or child care agency, who opens an RESP, names one or more beneficiaries and may deposit
money (contributions) into the RESP.
Trustee: Financial organization that invests, administers, and distributes the money in the RESP for the beneficiary.
Where to get more information about the Saskatchewan Advantage Grant for Education Savings:
Phone: 1 888 276-3624 / 1 800 465-7735 for TTY users only
E-mail: cesp-pcee@hrsdc-rhdcc.gc.ca
Internet: www.canada.ca/RESPresources
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ANNEX C APPLICATION: Saskatchewan Advantage Grant for Education (Mackenzie Investments)

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Completed 21 June 2021

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