FAMILY RESP ADD BENEFICIARY FORM
Section B – Account Information
Mackenzie Account No.
Subscriber’s Last Name First Name
Joint Subscriber’s Last Name First Name
(if applicable)
Section A – Applying for Grant YES – Appropriate Government Grant Form is attached.
NO
Notes:
Additional beneficiaries can only be added to a Family RESP
Beneficiary must be connected to the subscriber(s) by blood relationship or adoption as defined by the Income Tax Act
Beneficiary must be under the age of 21 at the time of inclusion onto the plan
All beneficiaries on a Family RESP must be siblings in order to be eligible to receive the Additional CESG, CLB, SAGES, BCTESG and/or additional QESI
Section C – New Beneficiary Details Required
Beneficiary’s Last Name First Name
Date of Birth
(DD/MM/YYYY)
Social Insurance Number
Nature of Principal Business or Occupation
Child Student
Other
Gender:
Female Male
Beneficiary’s Relationship to the Subscriber(s):
Child Grandchild Sibling
Section D – Complete this section if the new beneficiary is not the child of the Subscriber(s)
Custodial Parent’s Last Name First Name
Custodial Parent’s Address
Please confirm the relationship between the new beneficiary and the current beneficiary(ies) on the account:
Siblings
Cousins
Subscriber’s Signature
Date
Joint Subscriber’s Signature
(if applicable)
Date
Section E – Subscriber(s) Authorization
T 1-800-387-0614 or 416-922-3217
F 1-866-766-6623 or 416-922-5660
E service@mackenzieinvestments.com
02694 7/16
X
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