Fill - Free fillable ANNEX D APPLICATION: British Columbia Training and Education (Mackenzie Investments) PDF form

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

birthday, and no later than the day before the beneficiary's 9

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

birthday

and no later than the day before the beneficiary's 9

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.

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