ESDC SDE 0093-D (2017-05) E
ANNEX D - BCTESG Page 1 of 3
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Employment and
Social Development Canada
Emploi et
Développement social Canada
ANNEX D
APPLICATION: British Columbia Training and Education Savings Grant (BCTESG)
APPLICATION: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
This annex is only for beneficiaries who are residents of British Columbia with a custodial parent/legal guardian who is also a resident of British Columbia.
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.
D-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
Street address Suite or apartment number City or town
Province Country Postal code
D-2
Information about the beneficiary
The beneficiary's Social Insurance Number (SIN) is to be provided by their custodial parent/legal guardian and the
beneficiary's name must be entered exactly as it appears on their SIN documentation.
If you are not the custodial parent/legal guardian, you are not required to provide the SIN (the annex will be provided
to the custodial parent/legal guardian). You should still complete the remaining fields.
If you answer NO, the
BCTESG 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 annexe are residents of British Columbia.
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
Social Insurance Number
Beneficiary's family name (last name)
Beneficiary's given name (first name)
Date of birth (yyyy/mm/dd)
Sex
Male Female
Social Insurance Number
For more than two beneficiaries, attach additional copies of this annex.
Additional beneficiaries - see attached
= Total number of beneficiaries
ESDC SDE 0093-D (2017-05) E
ANNEX D - BCTESG Page 2 of 3
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Employment and
Social Development Canada
Emploi et
Développement social Canada
D-3
Conditions for payment of the BCTESG
This section explains the
conditions under which
the grant will be paid into
an RESP.
1. In order for the BCTESG to be paid, both the beneficiary and the beneficiary's custodial parent/legal guardian must
be residents of British Columbia at the time the application form is submitted by the subscriber.
2. The BCTESG may be paid only if the RESP has one beneficiary or, if there is more than one, all beneficiaries are
siblings.
3. The beneficiary must have been born on or after January 1, 2006. This annex must be submitted to the RESP
provider no earlier than the beneficiary's 6
th
birthday, and no later than the day before the beneficiary's 9
th
birthday. Application timelines differ for children born in 2006, 2007, 2008 and 2009. Contact your RESP provider
for details.
To be completed by the
RESP provider's
representative
Indicate the type of identification/proof provided that demonstrates the custodial parent/legal guardian meets the British
Columbia residency requirement.
D-4
Declaration and consent
You must read this
section and sign to
receive the grant in this
RESP.
The use of singular (such
as beneficiary) also
includes the use of plural,
and vice versa, as the
context requires.
I authorize the RESP provider to ask the trustee to apply for the BCTESG in respect of the beneficiary.
I confirm that the beneficiary and a custodial parent/legal guardian of the beneficiary are residents of British Columbia.
I authorize that the information related to this RESP be used for the purposes of administering the BCTESG.
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 D-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)
Where to get more information about the British Columbia Training and Education Savings Grant:
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
Date (yyyy/mm/dd)
To be complete only
if different than the
subscriber/joint
subscriber.
Custodial parent/legal guardian's signature (for whom proof of British Columbia
residency has been provided)
Date (yyyy/mm/dd)
Custodial parent/legal guardian's name (please print)
click to sign
signature
click to edit
click to sign
signature
click to edit
click to sign
signature
click to edit
ESDC SDE 0093-D (2017-05) E
ANNEX D - BCTESG Page 3 of 3
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Employment and
Social Development Canada
Emploi et
Développement social Canada
Your privacy rights
D-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 section 9.4 of the Special Accounts
Appropriation and Control Act (Government of British Columbia), the British Columbia Training and Education Savings
Program Regulation (Government of British Columbia), 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 BCTESG. The SIN is collected under the authority of the Canada
Education Savings Act (Government of Canada) and in accordance with the Treasury Board Secretariat's Directive on
Social Insurance Number. The beneficiary's SIN is the primary identifier used to match a BCTESG application to the
beneficiary information in order to pay the BCTESG.
You are not obligated to provide any personal information. However, refusal to provide personal information will result in
ESDC being unable to pay the BCTESG 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
section 9.4 of the Special Accounts Appropriation and Control Act and the Income Tax Act: the Government of British
Columbia, 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 also 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 BCTESG 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.
D-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, the
Canada Education
Savings Act and the
British Columbia Special
Accounts Appropriation
and Control Act shall
prevail.
British Columbia Training and Education Savings Grant (BCTESG): $1,200 grant paid into an RESP of an eligible
child born in 2006 or later. It is available to children who are resident of British Columbia with a custodial parent/legal
guardian who is also a resident of British Columbia at the time the application form is submitted to the RESP provider. A
subscriber may be able to apply for the grant in respect of an eligible child no earlier than the beneficiary's 6
th
birthday
and no later than the day before the beneficiary's 9
th
birthday.
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.
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.